Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America
Job Description
Posted Monday, December 8, 2025 at 8:00 AM A bout Us Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates. Lead with Purpose. Partner with Impact. Responsibilities
Drive the vision and execution of Kestra’s advisor’s technology strategy, with a focus on innovation and scalability. Evaluate, select, and integrate Wealthtech tools that enhance advisor productivity, client engagement, and operational efficiency. Partner with executive leadership to align technology strategy with firm‑wide business objectives. Recruit, develop, and inspire a team of product owners and consultants, fostering a culture of accountability, collaboration, and innovation. You’ll provide clear direction, set priorities, and create professional growth opportunities that empower your team to deliver exceptional results. Lead the integration of third‑party Wealthtech solutions into the advisor platform, ensuring interoperability, scalability, and security. Oversee vendor relationships, QBRs, contract negotiations, and performance management. Establish KPIs to measure adoption, satisfaction, and ROI of technology investments. Drive continuous improvement through advisor feedback loops and market research. Build and cultivate a team of product owners and consultants dedicated to continuous improvement of advisor and investor technology capabilities. Foster a culture of accountability, innovation, and collaboration. Provide clear direction, prioritization, and professional development opportunities. Partner with Technology, Operations, Compliance, and Advisor Experience teams to ensure smooth deployment and support of tools. Act as the voice of the advisor in all product decisions, balancing business needs with user experience. Communicate product strategy and progress to senior stakeholders. Continuously monitor developments in advisor technology and wealth management platforms, providing informed recommendations on when and how to adopt emerging solutions to maximize business impact and advisor efficiency. Recommend enhancements to improve advisor efficiency and overall client satisfaction. Ensure solutions remain scalable to meet the demand of Kestra’s growing business needs. Qualifications
Bachelor’s degree in Business, Finance, Technology, or related field (MBA preferred). 5+ years of business or technical architecture experience, with at least 7 years in a technical or business leadership role. Strong background in business architecture, enterprise technology strategy, or wealth management platforms. Experience with vendor evaluation, integration design, and compliance requirements. Experience using Confluence, Jira, Lucid Suite. Excellent communication skills for engaging executives, advisors, and technology teams. Ability to balance strategic vision with practical execution Internal Application Policy
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). Disclosure
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America
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Posted Monday, December 8, 2025 at 8:00 AM A bout Us Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates. Lead with Purpose. Partner with Impact. Responsibilities
Drive the vision and execution of Kestra’s advisor’s technology strategy, with a focus on innovation and scalability. Evaluate, select, and integrate Wealthtech tools that enhance advisor productivity, client engagement, and operational efficiency. Partner with executive leadership to align technology strategy with firm‑wide business objectives. Recruit, develop, and inspire a team of product owners and consultants, fostering a culture of accountability, collaboration, and innovation. You’ll provide clear direction, set priorities, and create professional growth opportunities that empower your team to deliver exceptional results. Lead the integration of third‑party Wealthtech solutions into the advisor platform, ensuring interoperability, scalability, and security. Oversee vendor relationships, QBRs, contract negotiations, and performance management. Establish KPIs to measure adoption, satisfaction, and ROI of technology investments. Drive continuous improvement through advisor feedback loops and market research. Build and cultivate a team of product owners and consultants dedicated to continuous improvement of advisor and investor technology capabilities. Foster a culture of accountability, innovation, and collaboration. Provide clear direction, prioritization, and professional development opportunities. Partner with Technology, Operations, Compliance, and Advisor Experience teams to ensure smooth deployment and support of tools. Act as the voice of the advisor in all product decisions, balancing business needs with user experience. Communicate product strategy and progress to senior stakeholders. Continuously monitor developments in advisor technology and wealth management platforms, providing informed recommendations on when and how to adopt emerging solutions to maximize business impact and advisor efficiency. Recommend enhancements to improve advisor efficiency and overall client satisfaction. Ensure solutions remain scalable to meet the demand of Kestra’s growing business needs. Qualifications
Bachelor’s degree in Business, Finance, Technology, or related field (MBA preferred). 5+ years of business or technical architecture experience, with at least 7 years in a technical or business leadership role. Strong background in business architecture, enterprise technology strategy, or wealth management platforms. Experience with vendor evaluation, integration design, and compliance requirements. Experience using Confluence, Jira, Lucid Suite. Excellent communication skills for engaging executives, advisors, and technology teams. Ability to balance strategic vision with practical execution Internal Application Policy
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). Disclosure
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America
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