Kestra Financial · 1 month ago
Product Owner, Salesforce
Encino, TX
Full-time
Hybrid
Senior Level
5+ years expKestra Financial is a leading provider of wealth management platforms for independent financial professionals. They are seeking a Salesforce Product Owner to lead the transformation of their Salesforce ecosystem, translating business priorities into actionable user stories and ensuring the delivery of high-value features that enhance advisor and client experiences.
BankingConsultingFinanceFinancial Services
Responsibilities
Act as the primary liaison between business stakeholders and delivery teams, ensuring clarity of requirements and alignment to strategic goals
Own and refine the product backlog for Salesforce capabilities across Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven features
Translate business objectives into high-quality user stories, epics, success metrics, acceptance criteria, and backlog items
Partner with business stakeholders to understand pain points, define business value, and inform prioritization decisions
Participate in discovery sessions, journey mapping, and data analysis to validate requirements and enhance user experience
Collaborate with Solution Architects and Technical Leads to ensure scalable, best-practice solutions
Drive Agile ceremonies (backlog grooming, sprint planning, reviews) and ensure timely delivery of high-quality features
Support UAT planning and execution, ensuring delivered functionality meets business expectations
Monitor KPIs and adoption metrics to assess platform performance and inform continuous improvement
Champion platform standards related to data quality, security, and integration patterns
Partner with enablement teams to support training, release communications, and adoption initiatives
Maintain comprehensive functional documentation for Salesforce platform features, workflows, and integrations
Understand, analyze, and document end-to-end business processes to ensure alignment with platform
Qualification
Required
5+ years of experience in product ownership, business analysis, or Salesforce-focused delivery roles
Strong knowledge of Salesforce Sales Cloud and Service Cloud; familiarity with FSC and Advisor/Client 360 models
Proven ability to manage and prioritize backlogs in Agile/Scrum environments
Skilled in translating business strategy into actionable user stories and functional requirements
Excellent communication skills, with experience engaging senior stakeholders and cross-functional teams
Analytical mindset with experience defining KPIs and measuring product success
Understanding of Salesforce governance, DevOps pipelines, and scalable architecture principles
Preferred
Exposure to financial services or other regulated industries preferred
Familiarity with MarTech stacks, enterprise integrations, and automation tools
Experience with AI/ML concepts, predictive analytics, or workflow intelligence is a plus
Salesforce certifications (Admin, Business Analyst, or Platform App Builder) strongly preferred
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
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)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase