Kestra Holdings
Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America
Job Description Posted Thursday, December 18, 2025 at 8:00 AM
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 product owner serves as a liaison between business stakeholders and the development team, ensuring that the technical solutions align with Kestra's business objectives. A successful product owner balances strategy, governance, and implementation, and effectively facilitates productive conversations between all stakeholders — executives, engineers, analysts, product teams, and external customers.
What you’ll Do:
Develop, execute, and communicate your deep understanding of the product vision and strategy, end-to-end data and workflow of Kestra Financial while managing risk and ensuring compliance and regulatory practices.
Identify and build relationships with key partners and stakeholders to communicate product vision, strategies, and priorities while soliciting and incorporating feedback.
Translate the requirements of large initiatives into smaller, actionable pieces that can be delivered in increments and then working to allocate resources for each initiative.
Convert Product vision and voice of client into actionable user stories, technical requirements with artifacts (data mapping, architecture diagrams, user persona etc.) in line with design reviews and outcomes
Identify and resolve sequencing and product task conflicts across stakeholders and product teams.
Participate and monitor production deployment activities.
Documentation and communication of any user experience (or changes where applicable), status reports and release notes to appropriate stakeholders.
Coordinate dependencies with other POs across a portfolio of applications and products.
What You Bring:
5+ years of experience with Agile practices and frameworks to include Scrum, Kanban, etc and collaboration tools such as Jira, Confluence etc.
Bachelor’s degree in technology (in Computing/Software/Technology related subject) or Business.
Ability to understand and empathize with the perspectives, concerns, and motivations of various stakeholders, including customers, team members, and business partners.
Ability to develop/facilitate technology strategy, operating models, and roadmaps with clear objectives at team and product level.
Proven ability to facilitate and drive requirements gathering and prioritization discussions
Well-versed in Product-led approach, Agile methodology and routines such as Scrum and Kanban, Strategic Planning, and financial product areas.
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
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.
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
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.
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Job Description Posted Thursday, December 18, 2025 at 8:00 AM
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 product owner serves as a liaison between business stakeholders and the development team, ensuring that the technical solutions align with Kestra's business objectives. A successful product owner balances strategy, governance, and implementation, and effectively facilitates productive conversations between all stakeholders — executives, engineers, analysts, product teams, and external customers.
What you’ll Do:
Develop, execute, and communicate your deep understanding of the product vision and strategy, end-to-end data and workflow of Kestra Financial while managing risk and ensuring compliance and regulatory practices.
Identify and build relationships with key partners and stakeholders to communicate product vision, strategies, and priorities while soliciting and incorporating feedback.
Translate the requirements of large initiatives into smaller, actionable pieces that can be delivered in increments and then working to allocate resources for each initiative.
Convert Product vision and voice of client into actionable user stories, technical requirements with artifacts (data mapping, architecture diagrams, user persona etc.) in line with design reviews and outcomes
Identify and resolve sequencing and product task conflicts across stakeholders and product teams.
Participate and monitor production deployment activities.
Documentation and communication of any user experience (or changes where applicable), status reports and release notes to appropriate stakeholders.
Coordinate dependencies with other POs across a portfolio of applications and products.
What You Bring:
5+ years of experience with Agile practices and frameworks to include Scrum, Kanban, etc and collaboration tools such as Jira, Confluence etc.
Bachelor’s degree in technology (in Computing/Software/Technology related subject) or Business.
Ability to understand and empathize with the perspectives, concerns, and motivations of various stakeholders, including customers, team members, and business partners.
Ability to develop/facilitate technology strategy, operating models, and roadmaps with clear objectives at team and product level.
Proven ability to facilitate and drive requirements gathering and prioritization discussions
Well-versed in Product-led approach, Agile methodology and routines such as Scrum and Kanban, Strategic Planning, and financial product areas.
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
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.
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
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.
#J-18808-Ljbffr