Kestra Holdings
ABOUT 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.
We're seeking a visionary and hands-on
Senior UX Leader
to transform the end-to-end experience for financial advisors across Kestra's proprietary and third-party platforms. This leader will elevate the design practice and reimagine how advisors interact with our technology, with a strong focus on usability, visual clarity, and streamlined workflows. The role will drive improvements in information architecture, reduce user friction, and influence product decisions through user insights.
This is a critical hire for us as we seek to unify the advisor experience across homegrown platforms and tools like Salesforce, eMoney, and other integrated systems. You will partner deeply with product, engineering, and business stakeholders to bring the voice of the advisor and end user into every phase of design and development.
KEY RESPONSIBILITIES: Experience Strategy & Design Leadership
Define and deliver a cohesive, intuitive advisor experience across homegrown and 3rd-party tools Champion user-centric design and advocate for UX best practices from discovery to delivery Reimagine workflows and information architecture to reduce friction and improve adoption
Cross-Platform Integration
Ensure seamless experiences across Kestra platforms and integrated tools like Salesforce, eMoney, and client portals Partner with internal platform and API teams to drive consistent UX patterns and interactions
Team Building & Leadership
Lead and grow a high-performing UX/UI team with a focus on mentorship, design excellence, and collaborative delivery Foster a design culture rooted in continuous improvement, knowledge sharing, and accessibility
UX Process & Governance
Establish scalable design systems, frameworks, and governance models for internal and external tools Create repeatable UX research and testing methodologies that lead to measurable outcomes
User Research & Feedback Loops
Lead qualitative and quantitative research efforts to deeply understand advisor and client needs Translate insights into design decisions that enhance satisfaction, reduce training needs, and improve task efficiency
Business Partnership & Influence
Collaborate with Product, Engineering, and Business stakeholders to align UX goals with business outcomes Articulate and present design rationale and value to senior stakeholders in a compelling, strategic manner
Required Qualifications:
7+ years of experience in UX/UI design, including at least 3 years managing design teams Proven success designing for complex enterprise platforms, ideally in financial services or B2B environments Strong portfolio showcasing end-to-end product thinking, interaction design, and usability improvements Deep understanding of design systems, information architecture, and accessibility standards Experience with tools such as Figma, UX research platforms, journey mapping, and design collaboration tools Strong communication, storytelling, and stakeholder engagement skills Preferred Experience:
Experience in the wealth management, fintech, or financial services industry Familiarity with integrated advisor platforms such as Salesforce, eMoney, Redtail, or Orion Knowledge of WCAG accessibility standards and regulatory requirements (SEC, FINRA) impacting design Why Join Us:
At Kestra, we're transforming how financial advisors work-by enabling intuitive, data-driven, and elegant user experiences across the entire advisor and client journey. You'll join a collaborative, forward-looking team committed to modernizing wealth management technology, empowering advisors, and delivering high-value outcomes through design.
INTERNAL APPLICANT 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.
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.
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.
We're seeking a visionary and hands-on
Senior UX Leader
to transform the end-to-end experience for financial advisors across Kestra's proprietary and third-party platforms. This leader will elevate the design practice and reimagine how advisors interact with our technology, with a strong focus on usability, visual clarity, and streamlined workflows. The role will drive improvements in information architecture, reduce user friction, and influence product decisions through user insights.
This is a critical hire for us as we seek to unify the advisor experience across homegrown platforms and tools like Salesforce, eMoney, and other integrated systems. You will partner deeply with product, engineering, and business stakeholders to bring the voice of the advisor and end user into every phase of design and development.
KEY RESPONSIBILITIES: Experience Strategy & Design Leadership
Define and deliver a cohesive, intuitive advisor experience across homegrown and 3rd-party tools Champion user-centric design and advocate for UX best practices from discovery to delivery Reimagine workflows and information architecture to reduce friction and improve adoption
Cross-Platform Integration
Ensure seamless experiences across Kestra platforms and integrated tools like Salesforce, eMoney, and client portals Partner with internal platform and API teams to drive consistent UX patterns and interactions
Team Building & Leadership
Lead and grow a high-performing UX/UI team with a focus on mentorship, design excellence, and collaborative delivery Foster a design culture rooted in continuous improvement, knowledge sharing, and accessibility
UX Process & Governance
Establish scalable design systems, frameworks, and governance models for internal and external tools Create repeatable UX research and testing methodologies that lead to measurable outcomes
User Research & Feedback Loops
Lead qualitative and quantitative research efforts to deeply understand advisor and client needs Translate insights into design decisions that enhance satisfaction, reduce training needs, and improve task efficiency
Business Partnership & Influence
Collaborate with Product, Engineering, and Business stakeholders to align UX goals with business outcomes Articulate and present design rationale and value to senior stakeholders in a compelling, strategic manner
Required Qualifications:
7+ years of experience in UX/UI design, including at least 3 years managing design teams Proven success designing for complex enterprise platforms, ideally in financial services or B2B environments Strong portfolio showcasing end-to-end product thinking, interaction design, and usability improvements Deep understanding of design systems, information architecture, and accessibility standards Experience with tools such as Figma, UX research platforms, journey mapping, and design collaboration tools Strong communication, storytelling, and stakeholder engagement skills Preferred Experience:
Experience in the wealth management, fintech, or financial services industry Familiarity with integrated advisor platforms such as Salesforce, eMoney, Redtail, or Orion Knowledge of WCAG accessibility standards and regulatory requirements (SEC, FINRA) impacting design Why Join Us:
At Kestra, we're transforming how financial advisors work-by enabling intuitive, data-driven, and elegant user experiences across the entire advisor and client journey. You'll join a collaborative, forward-looking team committed to modernizing wealth management technology, empowering advisors, and delivering high-value outcomes through design.
INTERNAL APPLICANT 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.
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.