Kestra Financial · 3 weeks ago
Senior Product Manager, Salesforce
Austin, TX
Full-time
Onsite
Senior Level
7+ years expKestra Financial is a company that offers wealth management platforms for independent financial professionals. They are seeking a Senior Salesforce Product Manager to lead the strategy and execution for their Salesforce ecosystem, focusing on enhancing advisor growth and operational efficiency.
BankingConsultingFinanceFinancial Services
Responsibilities
Define and continuously evolve the strategic vision for the Salesforce Platform, ensuring strong alignment with Kestra’s business goals and advisor experience strategy
Develop and maintain a multi-year product roadmap spanning Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven capabilities
Identify, evaluate, and prioritize opportunities to leverage AI, analytics, and automation to enhance advisor servicing, onboarding, case management, and sales processes
Serve as a senior product leader and trusted advisor across the Digital Technology organization and business units
Partner with senior leadership across business groups to understand strategic objectives and pain points
Lead executive-level discovery, journey mapping, persona definition, and data analysis to inform priority decisions
Communicate product decisions, tradeoffs, dependencies, and value to senior stakeholders with clarity and influence
Own and maintain a refined, strategic backlog aligned to roadmap, business value, and platform governance standards
Collaborate with Solution Architects and Technical Leads to define scalable solutions grounded in best practices and platform reuse
Guide Agile ceremonies, ensure delivery quality, support UAT execution, and steward the platform through release cycles
Oversee vendor engagement and delivery quality for any third-party partners supporting roadmap execution
Champion platform standards related to data quality, security, system architecture, integration patterns, and documentation
Drive KPIs and analytics to monitor platform performance, operational efficiency, and user adoption
Partner with enablement teams to ensure change management best practices are followed and executed to drive adoption
Qualification
Required
7+ years of experience in product management, Salesforce platform ownership, or business technology leadership
Deep expertise with Salesforce Sales Cloud and Service Cloud; experience with FSC, Advisor and Client 360 models
Proven experience building and executing multi-year product roadmaps for enterprise Salesforce platforms
Strong ability to translate business strategy into technical priorities and actionable product requirements
Excellent communication skills, including comfort presenting to senior executives and cross-functional groups
Demonstrated experience operating in Agile/Scrum environments
Strong analytical mindset, with experience building metrics and evaluating product success
Experience in financial services or highly regulated environments
Understanding of Salesforce platform governance, DevOps pipelines, and scalable architectural patterns
Familiarity with MarTech stacks, enterprise integrations, data architecture, and automation tooling
Experience with AI/ML capabilities, predictive analytics, or workflow intelligence concepts
Salesforce certifications (Business Analyst, Cloud Consultant, Platform App Builder)
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
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase