Project Manager

Kestra Financial is a wealth management platform 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.

The Project Manager is responsible for the successful management and delivery of operations projects that support the organization’s strategic initiatives and long-term vision. This role ensures projects are completed on time, within scope, and within budget. The Project Manager partners with business sponsors, technical teams, vendors, and cross-functional stakeholders to drive clarity, resolve issues, and deliver high-quality outcomes. The Project Manager will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long-term success. 

What you’ll Do:

To perform this role successfully, the individual must demonstrate personal ownership of all aspects of the role to create positive results, including:

Project Planning, Execution & Delivery

• Define project scope and objectives with stakeholders; ensure business and technical feasibility.
• Develop detailed project plans, schedules, milestones, and resource allocations using organization-approved tools.
• Drive strategic and operational planning activities across product lines, programs, and portfolios.
• Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution.
• Lead and facilitate project team meetings, document decisions, risks, and next steps.
• Coordinate project teams in matrixed environments and across varying project sizes.
  
  

Risk, Issue, Budget & Change Management

• Manage constraints with a strong focus on scope, time, budget, risk, and change control.
• Track and analyze project performance to ensure achievement of short and long-term goals.
• Conduct financial analysis and recommend adjustments aligned to project and organizational objectives.
• Identify, assess, and mitigate potential risks and issues that may arise during the integration process.
  
  

Documentation & Communication

• Create and maintain comprehensive project documentation across the full lifecycle.
• Provide regular project communications—including updates, dashboards, and presentations—to stakeholders at all levels.
• Prepare materials for leadership meetings and assist in synthesizing decisions and action plans.
  
  

Stakeholder Engagement & Collaboration

• Partner with business sponsors, technology teams, external vendors, and cross-functional teams to ensure alignment and progress.
• Facilitate business requirements gathering, refinement, and validation.
  
  

Cross-Functional Collaboration

• Facilitate communication and collaboration between different teams and departments to ensure a cohesive process.
  
  

Change Management

• Support employees through the transition, addressing concerns and ensuring smooth cultural integration.
• Create a playbook for the migration to common CRM systems, custodial platforms, client reporting tools and other core technology with minimal disruption to clients and advisors.
• Ensure the accuracy and integrity of data during change processes.
  
  

What You Bring: 

To perform this job successfully, the individual should have the following skills and abilities.

Project Management Expertise

• Experience managing complex projects in fastpaced environments.
• Strong understanding of scope, schedule, budget, and risk management frameworks.
• Familiarity with PMO methodologies and tools
  
  

Business & Technical Acumen

• Ability to analyze and translate business requirements and familiarity with technology requirements.
• Understanding of enterprise strategy and how projects support organizational goals.
  
  

Communication & Leadership

• Excellent written and verbal communication skills, including preparing and delivering presentations.
• Ability to lead cross functional teams, manage conflict, and drive consensus.
  
  

Analytical & Problem-Solving Skills

• Ability to evaluate project performance, identify issues, and recommend solutions.
  
  

Professional Attributes

• Ability to work independently and manage multiple concurrent initiatives.
• Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies
• Ability to identify and resolve sensitive issues that arise during a change management process.
• Excellent communication and relationship-building skills, with the ability to influence and inspire across all levels of an organization.
• Ability to think strategically, with a proven ability to collaborate cross-functionally to influence outcomes.
• Detail-oriented, consistent follow-up to drive accountability.
• Travel up to 30%.
  
  

Education, Experience, Certifications

• 4-year degree in business, technology, operations, or related field.
• 3-5 years of experience in project management.
• PMP, Agile certifications are preferred.
• Knowledge of common RIA applications including Orion, Addepar, Investigo, Envestnet, Black Diamond, is desirable.
• Familiarity with Confluence, Smartsheet, Salesforce, MS Project, Lucid Charts required.
• MS Office Suite required.
  
  

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.