Kestra Holdings
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.
Kestra Financial is in the midst of a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. We are seeking a Salesforce Product Owner to translate business priorities into actionable user stories and ensure delivery of high-value features that drive advisor growth, operational efficiency, and Kestra’s enterprise transformation goals.
In this role, you will serve as the voice of the business within Agile teams, own a defined product domain, and collaborate closely with stakeholders, architects, and developers to deliver solutions that elevate the advisor and client experience. You will play a critical role in shaping backlog priorities, clarifying requirements, and ensuring alignment with Kestra’s strategic objectives.
What you’ll Do:
Act as the primary liaison between business stakeholders and delivery teams, ensuring clarity of requirements and alignment to strategic goals.
Own and refine the product backlog for Salesforce capabilities across Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven features.
Translate business objectives into high-quality user stories, epics, success metrics, acceptance criteria, and backlog items.
Partner with business stakeholders to understand pain points, define business value, and inform prioritization decisions.
Participate in discovery sessions, journey mapping, and data analysis to validate requirements and enhance user experience.
Collaborate with Solution Architects and Technical Leads to ensure scalable, best-practice solutions.
Drive Agile ceremonies (backlog grooming, sprint planning, reviews) and ensure timely delivery of high-quality features.
Support UAT planning and execution, ensuring delivered functionality meets business expectations.
Monitor KPIs and adoption metrics to assess platform performance and inform continuous improvement.
Champion platform standards related to data quality, security, and integration patterns.
Partner with enablement teams to support training, release communications, and adoption initiatives.
Maintain comprehensive functional documentation for Salesforce platform features, workflows, and integrations.
Understand, analyze, and document end-to-end business processes to ensure alignment with platform.
What You Bring:
5+ years of experience in product ownership, business analysis, or Salesforce-focused delivery roles.
Strong knowledge of Salesforce Sales Cloud and Service Cloud; familiarity with FSC and Advisor/Client 360 models.
Proven ability to manage and prioritize backlogs in Agile/Scrum environments.
Skilled in translating business strategy into actionable user stories and functional requirements.
Excellent communication skills, with experience engaging senior stakeholders and cross-functional teams.
Analytical mindset with experience defining KPIs and measuring product success.
Exposure to financial services or other regulated industries preferred.
Understanding of Salesforce governance, DevOps pipelines, and scalable architecture principles.
Familiarity with MarTech stacks, enterprise integrations, and automation tools.
Experience with AI/ML concepts, predictive analytics, or workflow intelligence is a plus.
Salesforce certifications (Admin, Business Analyst, or Platform App Builder) strongly preferred.
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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Lead with Purpose. Partner with Impact.
Kestra Financial is in the midst of a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. We are seeking a Salesforce Product Owner to translate business priorities into actionable user stories and ensure delivery of high-value features that drive advisor growth, operational efficiency, and Kestra’s enterprise transformation goals.
In this role, you will serve as the voice of the business within Agile teams, own a defined product domain, and collaborate closely with stakeholders, architects, and developers to deliver solutions that elevate the advisor and client experience. You will play a critical role in shaping backlog priorities, clarifying requirements, and ensuring alignment with Kestra’s strategic objectives.
What you’ll Do:
Act as the primary liaison between business stakeholders and delivery teams, ensuring clarity of requirements and alignment to strategic goals.
Own and refine the product backlog for Salesforce capabilities across Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven features.
Translate business objectives into high-quality user stories, epics, success metrics, acceptance criteria, and backlog items.
Partner with business stakeholders to understand pain points, define business value, and inform prioritization decisions.
Participate in discovery sessions, journey mapping, and data analysis to validate requirements and enhance user experience.
Collaborate with Solution Architects and Technical Leads to ensure scalable, best-practice solutions.
Drive Agile ceremonies (backlog grooming, sprint planning, reviews) and ensure timely delivery of high-quality features.
Support UAT planning and execution, ensuring delivered functionality meets business expectations.
Monitor KPIs and adoption metrics to assess platform performance and inform continuous improvement.
Champion platform standards related to data quality, security, and integration patterns.
Partner with enablement teams to support training, release communications, and adoption initiatives.
Maintain comprehensive functional documentation for Salesforce platform features, workflows, and integrations.
Understand, analyze, and document end-to-end business processes to ensure alignment with platform.
What You Bring:
5+ years of experience in product ownership, business analysis, or Salesforce-focused delivery roles.
Strong knowledge of Salesforce Sales Cloud and Service Cloud; familiarity with FSC and Advisor/Client 360 models.
Proven ability to manage and prioritize backlogs in Agile/Scrum environments.
Skilled in translating business strategy into actionable user stories and functional requirements.
Excellent communication skills, with experience engaging senior stakeholders and cross-functional teams.
Analytical mindset with experience defining KPIs and measuring product success.
Exposure to financial services or other regulated industries preferred.
Understanding of Salesforce governance, DevOps pipelines, and scalable architecture principles.
Familiarity with MarTech stacks, enterprise integrations, and automation tools.
Experience with AI/ML concepts, predictive analytics, or workflow intelligence is a plus.
Salesforce certifications (Admin, Business Analyst, or Platform App Builder) strongly preferred.
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