Kestra PWS
Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America
Job Description
Posted Wednesday, January 7, 2026 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. Kestra Holdings is seeking a Technical Lead to drive technology integration and vendor stack consolidation across multiple acquired firms. This role is pivotal in ensuring that firm mergers and acquisitions achieve operational scale through a unified, secure, and efficient technology ecosystem. You will lead technical due diligence, design integration strategies, and oversee execution of migration plans for acquired firms. Acting as the primary technology point of contact for M&A projects, you will collaborate with internal teams, vendor partners, and business stakeholders to deliver a common tech stack that supports growth and advisor success. What you’ll Do: Conduct comprehensive assessments of target firms’ technology stacks, identifying high-risk systems and integration challenges. Analyze vendor contracts, licensing terms, and infrastructure dependencies to inform deal structures and cost models. Define and communicate the product roadmap for investor-facing digital platforms. Align product strategy with business goals and investor needs. Evaluate, select, and manage vendor technologies that enhance the investor experience. Oversee integration of third-party tools into our digital ecosystem, ensuring interoperability, scalability, and security. Manage vendor relationships, including QBRs, contract negotiations, and compliance. Create and manage plans to onboard new firm advisors and investors. Champion investor-centric design by leveraging analytics, feedback, and usability testing. Define KPIs for adoption, engagement, and satisfaction; iterate based on insights. What You Bring: 3–5+ years as a Product Owner or similar role in digital product development. Strong understanding of investor-facing platforms, UX principles, and digital ecosystems. Excellent communication and stakeholder management skills. Ability to balance strategic vision with execution detail. Proficiency with Jira, Confluence, and integration tools. 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
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. Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America
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Posted Wednesday, January 7, 2026 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. Kestra Holdings is seeking a Technical Lead to drive technology integration and vendor stack consolidation across multiple acquired firms. This role is pivotal in ensuring that firm mergers and acquisitions achieve operational scale through a unified, secure, and efficient technology ecosystem. You will lead technical due diligence, design integration strategies, and oversee execution of migration plans for acquired firms. Acting as the primary technology point of contact for M&A projects, you will collaborate with internal teams, vendor partners, and business stakeholders to deliver a common tech stack that supports growth and advisor success. What you’ll Do: Conduct comprehensive assessments of target firms’ technology stacks, identifying high-risk systems and integration challenges. Analyze vendor contracts, licensing terms, and infrastructure dependencies to inform deal structures and cost models. Define and communicate the product roadmap for investor-facing digital platforms. Align product strategy with business goals and investor needs. Evaluate, select, and manage vendor technologies that enhance the investor experience. Oversee integration of third-party tools into our digital ecosystem, ensuring interoperability, scalability, and security. Manage vendor relationships, including QBRs, contract negotiations, and compliance. Create and manage plans to onboard new firm advisors and investors. Champion investor-centric design by leveraging analytics, feedback, and usability testing. Define KPIs for adoption, engagement, and satisfaction; iterate based on insights. What You Bring: 3–5+ years as a Product Owner or similar role in digital product development. Strong understanding of investor-facing platforms, UX principles, and digital ecosystems. Excellent communication and stakeholder management skills. Ability to balance strategic vision with execution detail. Proficiency with Jira, Confluence, and integration tools. 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
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. Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America
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