This job has closed.

Kestra Financial · 1 month ago

Business Architect, Advisory Tech Strategy

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Full-time

Onsite

Mid Level

3+ years exp

Kestra Financial is a leading provider of wealth management platforms for independent professionals. They are seeking a strategic and innovative Business Architect to bridge business needs with technology solutions, enhancing advisor and client experiences through scalable solutions.

BankingConsultingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Map and manage dependencies across the advisor technology ecosystem for Kestra Holdings

Define vendor integration requirements for workflows and ensure interoperability with internal and external systems

Develop onboarding strategies for new firms and optimize processes for existing affiliates

Establish historical data conversion strategies

Define and document a multi-year advisor technology roadmap, aligning solutions with business priorities

Partner with technical and business leadership to ensure technology investments drive advisor growth, compliance, and client engagement

Evaluate technology approaches for total cost of ownership (TCO)

Collaborate with leadership and affiliated executives to align technology with advisor needs

Facilitate working sessions to gather requirements to improve integrations across vendors and within Kestra’s Digital Technology stack

Communicate roadmap progress and vendor evaluations to stakeholders

Define and implement a roadmap for migrating acquired firms onto Bluespring’s preferred technology stack (CRM, portfolio management, planning tools, data platforms)

Oversee interoperability and security standards across systems, ensuring compliance and scalability

Lead technical design sessions and coordinate API integrations, data migrations, and platform rationalization

Evaluate and select best-in-class vendors to support Bluespring’s unified ecosystem

Negotiate contracts, manage vendor performance, and enforce governance standards

Drive vendor optimization initiatives to reduce complexity and improve ROI

Partner with M&A, Operations, Compliance, and Technology teams to align integration plans with business objectives

Communicate technical strategy and progress to senior stakeholders and executive leadership

Provide guidance and mentorship to technical consultants and project teams

Qualification

Vendor technology evaluationAPI integration frameworksCybersecurityData migrationJiraConfluenceProject managementStakeholder engagementContract negotiationInfrastructure design

Required

Bachelor's degree in Business, Finance, Technology, or related field

3+ years of industry experience, with a focus on technical M&A, due diligence and integration

Proven track record in vendor technology evaluation, contract negotiation, and multi-system integration

Expertise in CRM, portfolio accounting, financial planning, and API integration frameworks

Strong project management and stakeholder engagement skills

Deep understanding of cybersecurity, data migration, and infrastructure design

Proficiency with Jira, Confluence, and integration tools

Preferred

MBA preferred

Benefits

Full health, vision, dental.

401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

Company

Kestra Financial

Kestra Financial provides a leading independent advisor platform.

Founded in 1996

Austin, Texas, USA

201-500 employees

http://www.kestrafinancial.com/

H1B Sponsorship

Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (5)

2024 (14)

2023 (4)

2022 (3)

2021 (1)

2020 (6)