Program Manager, Advisor Tech Strategy and Ecosystem

Kestra Financial • Austin, TX

1d

About The Position

Lead with Purpose. Partner with Impact. Are you passionate about driving innovation in financial services and delivering advisor-centric technology experiences? Kestra Holdings is seeking a Program Manager to play a pivotal role in shaping our advisor technology strategy. In this highly visible position, you’ll partner across technology, compliance, and business teams to deliver scalable solutions that empower our advisors and clients.

Requirements

• 5+ years’ experience in program management, business architecture, or technology strategy within financial services or wealth management.
• Bachelor’s degree in Business, Finance, Technology, or related field
• Experience with Microsoft O365, Confluence, Lucid Suite, and Figma.
• Strong organizational skills and proven ability to manage multiple initiatives.
• Excellent communication and stakeholder management skills, including executive engagement.
• Skilled in translating strategy into execution and managing vendor relationships.
• Strategic thinker, collaborative, adaptable, and detail-oriented with a focus on outcomes.

Nice To Haves

• MBA preferred
• Familiarity with advisor technology platforms (client portals, trading, compliance, billing.)

Responsibilities

• Drive the Tech Roadmap: Support the Head of Advisor Tech Strategy in executing our multi-year technology roadmap, translating strategic goals into actionable programs.
• Align Initiatives: Ensure projects are coordinated across Kestra Holdings’ lines of business for maximum impact.
• Lead Collaboration: Facilitate cross-functional teamwork, organize requirements sessions, and serve as the main contact for executive stakeholders.
• Manage Vendors: Oversee platform evaluations, vendor relationships, and contract negotiations to deliver solutions that meet business needs.
• Ensure Operational Excellence: Document compliance requirements, manage data conversion and integration, and monitor risks and resources for timely delivery.
• Support Executives: Prepare updates and decision materials, deliver insights on program performance, and proactively address stakeholder challenges.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees