What are the responsibilities and job description for the Software Engineer position at Kestra Financial?
ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
SUMMARY:
Kestra is seeking a talented and motivated Software Engineer to join our dynamic Advisor Platform Engineering team. This pivotal role involves designing, developing, and maintaining engaging and intuitive software for our cutting-edge financial advisor platform.
The ideal candidate is a collaborative problem-solver with a growth mindset, passionate about creating exceptional user experiences, and eager to contribute to a high-performing team. As a mid-level professional, you'll bring 4–7 years of hands-on development experience, build upon your foundational knowledge, and integrate real-world experience to enhance your proficiency. You will work closely with product managers, UI/UX designers, software and data engineers, and other stakeholders to bring new features to life and deliver innovative solutions that empower our financial advisors.
You will be developing in a primarily Microsoft stack (Azure, C# .NET, SQL Server/Cosmos DB) with React and ASP.NET front ends.
This position offers a hybrid work model, with an on-site presence required Monday through Thursday, and the option for remote work on Fridays. It reports to Manager, Software Engineering. At Kestra, you'll have the opportunity to embody our core values: "Make it Happen", "One Team", and "Serve" – principles that guide everything we do.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, this individual must be able to perform each essential duty satisfactorily:
Required:
Required:
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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
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.
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
SUMMARY:
Kestra is seeking a talented and motivated Software Engineer to join our dynamic Advisor Platform Engineering team. This pivotal role involves designing, developing, and maintaining engaging and intuitive software for our cutting-edge financial advisor platform.
The ideal candidate is a collaborative problem-solver with a growth mindset, passionate about creating exceptional user experiences, and eager to contribute to a high-performing team. As a mid-level professional, you'll bring 4–7 years of hands-on development experience, build upon your foundational knowledge, and integrate real-world experience to enhance your proficiency. You will work closely with product managers, UI/UX designers, software and data engineers, and other stakeholders to bring new features to life and deliver innovative solutions that empower our financial advisors.
You will be developing in a primarily Microsoft stack (Azure, C# .NET, SQL Server/Cosmos DB) with React and ASP.NET front ends.
This position offers a hybrid work model, with an on-site presence required Monday through Thursday, and the option for remote work on Fridays. It reports to Manager, Software Engineering. At Kestra, you'll have the opportunity to embody our core values: "Make it Happen", "One Team", and "Serve" – principles that guide everything we do.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, this individual must be able to perform each essential duty satisfactorily:
- Design, develop, test, and deploy professional-quality front-end and back-end capabilities that meet accessibility, performance, and reliability goals
- Translate product requirements, UI/UX designs, and architecture guidance into maintainable, functional software
- Write clean, well-documented, testable code that adheres to development standards; contribute to shared component libraries and the design system
- Participate in peer reviews focused on correctness, resiliency, and maintainability
- Contribute to scalable application architecture and ensure seamless integration across systems
- Document technical designs for review before implementing significant changes
- Author comprehensive unit, integration, and end-to-end tests; maintain continuous integration and delivery practices to ensure reliable, fast delivery
- Champion best practices for automated testing and deployment
- Instrument applications for proactive monitoring, logging, and troubleshooting
- Troubleshoot, debug, and resolve issues promptly to maintain system health
- Work closely with product managers, designers, architects, and peers; provide status updates, estimates, and demos in Agile ceremonies
- Mentor junior teammates and contribute to knowledge sharing within the team
- Identify and address technical debt and performance bottlenecks; propose improvements to processes, tooling, and documentation
- Stay current with emerging technologies and industry trends; share insights with the team
- Take ownership of deliverables from conception through production rollout; align work with team objectives and broader strategic priorities
- Uphold core values (Make it Happen, One Team, Serve) in daily interactions and delivery commitments
Required:
- Bachelor’s degree in Computer Science, Software Engineering, a related technical field, or equivalent practical/work experience
- Typically 4-7 years of professional experience in a combination of front-end and back-end software development, delivering production systems with a demonstrated track record of successful project contributions
- Experience working in an Agile/Scrum development environment and in cross-functional teams
- Experience with third-party API integrations
- Experience with financial services or highly regulated industry
- Experience modernizing legacy systems
Required:
- None
- Relevant certifications in front-end technologies (e.g., React, JavaScript, TypeScript)
- Microsoft Certified: Azure Fundamentals (AZ-900)
- Microsoft Certified: Azure Developer Associate (AZ-204)
- Other professional or industry-relevant certifications relevant to software development that demonstrate continuous learning
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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
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.
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.
