Program Manager, Advisor Tech Strategy and Ecosystem

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.

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.

What you’ll Do:

• 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 You Bring:

• 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 (MBA preferred)
• 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.
• Familiarity with advisor technology platforms (client portals, trading, compliance, billing.)
• Skilled in translating strategy into execution and managing vendor relationships.
• Strategic thinker, collaborative, adaptable, and detail-oriented with a focus on outcomes.
  
  

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
• Tuition reimbursement for qualified expenses
  
  

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

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.