Job Description

Kestra Financial is a wealth management platform 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.
Kestra Financial is seeking a senior, governance-minded Data Product Owner to lead delivery of the Trusted Master Data initiative. This is our foundational program that establishes the golden source of record for the Account, Product Classification, Advisor, and Client domains across the enterprise. Reporting to the Manager of the Data Product Management Team, this role owns the mastered data backlog end-to-end and is accountable for the operational success of the Master Data Management platform on which every downstream data product, analytics use case, and advisor-facing application depends.
The Senior Data Product Owner for Trusted Master Data sits at the intersection of data engineering, business governance, and organizational change. Beyond delivering a working MDM platform on Profisee, this person leads the stakeholder journey that turns business leaders into accountable Data Owners and operational teams into trained Data Stewards. Success in this role is measured equally in technical delivery — match-and-merge precision, survivorship correctness, on-time domain rollouts — and in the maturity of the governance practice that surrounds it.

What you’ll Do:
• Own the Trusted Master Data backlog end-to-end across the four mastered domains: Account, Product Classification, Advisor, and Client; including Profisee implementation, data governance and stewardship setup, MDM data protection and tokenization, and stewardship training and readiness workstreams.
• Partner with the Product Manager and business stakeholders to maintain a multi-year, dependency-aware roadmap that sequences mastering work against downstream consumption needs across the Lakehouse, Performance Analytics, Advisor Compensation, and Regulatory data products.
• Translate domain-level mastering requirements into clear epics and stories covering match-and-merge rules, search rules, stewardship workflows, survivorship and trust framework definitions, Initial Data Load (IDL) waves, ODS and Lakehouse publication, and production rollout phases.
• Lead the governance process that elevates business leaders into named Data Owners and operational teams into trained Data Stewards — including Data Council facilitation, Key Data Element (KDE) definition workshops, business glossary development, and ongoing stewardship cadence design.
• Manage Profisee MDM platform delivery in partnership with Kestra engineering, including match, merge, and survivorship configuration, search rule definition, stewardship UI enablement, and integration with downstream consumers via the ODS and the Lakehouse medallion (Raw / Clean / Model) architecture.
• Represent business stakeholders in sprint ceremonies, ensuring stories meet the Definition of Ready before commitment and the Definition of Done before release focused on data quality thresholds, lineage documentation, PII handling, and entitlement validation.
• Facilitate cross-functional refinement sessions with data engineers, data stewards, data quality engineers, delivery teams, source-system owners, and downstream consumers including the Lakehouse and Data Products workstreams.
• Support release coordination, production cutover, parallel-run validation, and stakeholder communication for each mastered domain rollout.
• Maintain a dependency register across upstream sources and downstream consumers, with named owners, due dates, and mitigation plans; escalate risks to the Product Manager proactively.
• Deep Master Data Management domain knowledge — understands the difference between operational data, mastered data, and curated data products, and the role each plays in an enterprise data architecture.
• Direct hands-on experience with a major MDM platform — Profisee strongly preferred; Informatica MDM, Reltio, Ataccama, or Stibo also considered — including match and merge rule configuration, survivorship logic, trust framework design, search rule definition, and stewardship workflow setup.
• Strong working knowledge of medallion (Raw / Clean / Model) Lakehouse architecture and how mastered domains publish into ODS and Lakehouse layers; understands that MDM is upstream infrastructure for analytics, not an end in itself.
• Strong stakeholder management and change management instincts — can guide business leaders through the transition from “I use the data” to “I am accountable for the data,” and operational teams into the discipline of data stewardship.
• Excellent communicator across audiences — can frame MDM business value for executives, articulate match and merge precision tradeoffs with engineers, and lead Data Council conversations with business leaders without losing any of them.
• Comfortable navigating governance ambiguity and source-system politics while maintaining delivery focus and stakeholder confidence.
• Well-versed in Agile practices — Scrum ceremonies, backlog hygiene, sprint planning, and continuous improvement through retrospectives.
• Ability to write or validate SQL queries for source profiling, match and merge testing, data reconciliation, and data quality validation.
• Data Engineering and Architecture
• Data Governance Council, Data Owners, and Data Stewards
• Source System Owners (Investigo, Envestnet, Advisor Complete, BRACS, BSWP, KPWS, Salesforce, Addepar, custodial systems)
• Business Intelligence and Analytics
• Information Security and Data Privacy
• Compliance and Supervision
• Advisor Business Consulting and Field Management
• Finance and Operations
• Product Management (PM and other Product Owners)
• External delivery partners as applicable

What You Bring:
• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field; equivalent work experience will be considered.
• 5+ years of experience as a Product Owner, Product Manager, or senior Business Analyst delivering MDM, data governance, or master data programs in an Agile environment.
• Proficiency in JIRA, Confluence, or equivalent backlog management and collaboration tools.
• 3+ years of direct hands-on experience with a major MDM platform; Profisee strongly preferred, but Informatica, Reltio, Ataccama, or Stibo also considered.
• Demonstrated experience leading data governance setup: Data Council operations, Data Owner and Steward role design, KDE definition, business glossary management.
• Working knowledge of Lakehouse / medallion architecture (Databricks, Snowflake, or equivalent) and how MDM publishes downstream to analytics consumers.
• Familiarity with financial services data domains (Account, Advisor, Client, Product) strongly preferred.
• Experience in financial services or wealth management environments is a strong plus.
• Familiarity with regulatory reporting requirements in financial services (SEC, FINRA, FATCA) is a plus.

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
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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.