Senior UX Leader (P3) - Kestra Holdings

Kestra•Austin, TX

About The Position

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. We’re seeking a visionary and hands-on Senior UX Leader to transform the end-to-end experience for financial advisors across Kestra’s proprietary and third-party platforms. This leader will elevate the design practice and reimagine how advisors interact with our technology, with a strong focus on usability, visual clarity, and streamlined workflows. The role will drive improvements in information architecture, reduce user friction, and influence product decisions through user insights.

Requirements

7+ years of experience in UX/UI design, including at least 3 years managing design teams.
Proven success designing complex enterprise platforms, ideally in financial services or B2B environments.
Strong portfolio showcasing end-to-end product thinking, interaction design, and usability improvements.
Deep understanding of design systems, information architecture, and accessibility standards.
Experience with tools such as Figma, UX research platforms, journey mapping, and design collaboration tools.
Strong communication, storytelling, and stakeholder engagement skills.

Responsibilities

Define and deliver a cohesive, intuitive advisor experience across homegrown and 3rd-party tools.
Champion user-centric design and advocate for UX best practices from discovery to delivery.
Reimagine workflows and information architecture to reduce friction and improve adoption.
Ensure seamless experiences across Kestra platforms and integrated tools like Salesforce, eMoney, and client portals.
Partner with internal platform and API teams to drive consistent UX patterns and interactions.
Lead and grow a high-performing UX/UI team with a focus on mentorship, design excellence, and collaborative delivery.
Foster design culture rooted in continuous improvement, knowledge sharing, and accessibility.
Establish scalable design systems, frameworks, and governance models for internal and external tools.
Create repeatable UX research and testing methodologies that lead to measurable outcomes.
Lead qualitative and quantitative research efforts to deeply understand advisor and client needs.
Translate insights into design decisions that enhance satisfaction, reduce training needs, and improve task efficiency.
Collaborate with Product, Engineering, and Business stakeholders to align UX goals with business outcomes.
Articulate and present design rationale and value to senior stakeholders in a compelling, strategic manner.

Benefits

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
Tuition reimbursement for qualified expenses

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