Technical Lead Mergers & Acquisitions

Kestra • Austin, TX

18h

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.
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.

Requirements

• 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.

Nice To Haves

• CSPO or equivalent preferred.

Responsibilities

• 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 plan to onboard new to 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed