Job Description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.
The Manager of Advisor Platform leads a team that supports the Advisor Platform and develops platform roadmap. Lead a team of Product Owners that serve as the voice of the customer and owns the end-to-end lifecycle of data products, ensuring solutions align with business priorities, deliver measurable value, and maximize adoption across the organization. This role is also responsible for business process models and requirements documentation for technology projects.

What you’ll Do:
• Manage and supervise the priorities, workload capacity, and deliverables of Business Analysts and Product Owners.
• Provide guidance or direction in requirements approach and in problem statement formation.
• Facilitate group meetings such as requirements gathering sessions and workshops.
• Balance technology and business issues and communicate appropriately with both technology and business experts.
• Develop, define, and build business cases that will enable business and technology change.
• Recommend technology solutions to improve business decision-making with a focus on core systems, technology strategies, and standards.
• Act as a liaison and participate in defining technology solutions to solve complex, multidisciplinary business problems with long-term implications.

What You Bring:

• Undergraduate degree from a four-year accredited college or university.
• A minimum of 3 – 5 years relevant experience; financial services and/or operations analysis experience preferred.
• Product Strategy & Roadmap Development
• Agile Product Management
• Backlog Prioritization
• Requirements Gathering
• User Story Development
• Business Case Development
• API and Data Integration concepts
• User Experience tools such as Pendo, Figma,
• Jira, Azure DevOps, Confluence

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 to support you:
• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
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.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
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.