Director, BI and Advance Analytics

Kestra Holdings•Austin, TX

About The Position

Kestra Financial is seeking a strategic, business-focused leader to direct enterprise Business Intelligence, Advanced Analytics and AI. This role will lead the analytics strategy, Tableau Next capabilities, semantic modeling, executive and board reporting, AI-driven insights, and decision intelligence initiatives that power growth across the organization. The ideal candidate combines deep Wealth Management and Financial Services experience, executive presence, product analytics leadership and a proven record of building capabilities that influence measurable business outcomes. This leader will partner with business and technology executives to develop trusted enterprise data products and accelerate adoption of advanced analytics and AI.

Requirements

12+ years of experience in Business Intelligence, Analytics, Data or Decision Intelligence, including 5+ years leading enterprise analytics organizations.
Deep expertise in Wealth Management, Financial Services, Broker-Dealer, RIA, Custodial, Asset Management or Investment Advisory businesses.
Proven success building BI and Analytics capabilities and influencing senior executives through data-driven recommendations.
Strong knowledge of wealth operations, advisor lifecycle, AUM/AUA, NNA, recruiting, retention, practice management, revenue and profitability analytics.
Exceptional communication, executive presence, people leadership and cross-functional delivery skills.

Nice To Haves

Tableau Next/Tableau and Databricks Lakehouse; Azure; semantic layer, business glossary and KPI standardization; executive and board scorecards; Advanced Analytics, Generative AI, Agentic AI or Decision Intelligence programs; experience within a leading wealth management platform, custodian, broker-dealer, asset manager or large RIA; MBA or relevant advanced degree preferred.

Responsibilities

Define and execute an enterprise Analytics and AI roadmap aligned to advisor growth, client experience, operational efficiency and business performance.
Prioritize predictive, prescriptive, Generative AI and Agentic AI use cases; establish value measures that quantify adoption and outcomes.
Partner with executives to embed decision intelligence and governed self-service analytics into business workflows.
Own Tableau Next strategy and delivery of executive dashboards, board reporting, operational scorecards and self-service analytics.
Lead enterprise semantic models and reusable business metrics on the Databricks Lakehouse platform.
Deliver business-ready data products supporting advisor productivity, recruiting, retention, AUM/AUA, NNA, revenue, client engagement, compliance, practice management and operations.
Establish KPI governance, metric standardization and a trusted source of truth across business functions.
Serve as a trusted advisor on advisor performance, recruiting effectiveness, retention, practice growth, asset flows, profitability, client acquisition, compliance and supervision.
Partner across Finance, Operations, Product, Compliance and Field Leadership to turn analytical findings into business action.
Accountable for analytics product strategy, business outcomes, user adoption and value realization.
Co-own KPI definitions, business glossary, data ownership and stewardship, quality rules, metadata, lineage, access controls and responsible AI requirements.
Ensure each product has approved definitions, accountable owners and transparent controls.
Translate product requirements into curated datasets, scalable pipelines and semantic-ready structures on Databricks.
Jointly manage dependencies, nonfunctional requirements, performance, reliability, release readiness and production support.
Operationalize advanced analytics and AI while embedding privacy, cybersecurity, model risk, supervision and regulatory requirements throughout design, deployment and monitoring.
Assume leadership of Kestra’s existing BI and analytics delivery capability and assess current skills, capacity, role clarity and ways of working.
Create a cohesive operating model spanning BI development, analytics engineering, advanced analytics and analytics product management.
Mentor leaders and individual contributors; establish career paths, training, succession readiness and a culture of innovation, accountability and collaboration.
Develop a future capacity and talent plan aligned to demand and value realization.
Establish delivery governance that produces scalable, trusted and well-adopted analytics products.
Provide strategic oversight of Tableau Next, enterprise reporting architecture, semantic modeling and metric governance.
Leverage Databricks Lakehouse and Azure to enable scalable analytics and AI workloads.
Establish standards for data quality, metadata, governance, lineage, performance and reliability in partnership with Engineering and Architecture.
Drive responsible modernization through cloud-native and AI-enabled technologies.