Kestra Financial · 4 weeks ago
Lead Solution Architect
Austin, TX
Full-time
Hybrid
Lead/Staff
8+ years expKestra Financial offers leading wealth management platforms for independent financial professionals and is seeking a Lead Solution Architect to guide the transformation of its Salesforce ecosystem. This role involves designing and implementing scalable, secure solutions across various Salesforce clouds while collaborating with stakeholders to enhance operational efficiency and advisor service.
BankingConsultingFinanceFinancial Services
Responsibilities
Serve as the functional architect for Salesforce initiatives, defining a scalable multi-year architecture aligned to home office, advisor, onboarding, and service strategies
Design end-to-end, multi-cloud Salesforce solutions across FSC, Sales Cloud, Service Cloud, Marketing Cloud, and AI capabilities
Translate business and product requirements into well-architected solutions, including data models, user flows, system interactions, and integration patterns
Establish and uphold standards for solution design, UX flow, data modeling, documentation, and platform governance
Champion architecture that reduces technical debt, improves performance, and supports long-term scalability
Partner with Product Owners to shape roadmap priorities, refine epics/user stories, and ensure requirements are actionable, scalable, and aligned to the architecture vision
Facilitate discovery and working sessions to define business outcomes, success criteria, and pain points across advisor and internal workflows
Act as a trusted advisor to business leaders, articulating solution tradeoffs, risks, and feasibility to support decision-making
Perform fit-gap analysis and guide Product Owners on leveraging standard platform capabilities vs. custom design
Create solution designs, process flows, mockups, and user stories as needed to support product and engineering teams
Provide level-of-effort estimates and inform sprint/PI planning with solution considerations
Maintain platform documentation, design artifacts, and solution blueprints
Evaluate and recommend new Salesforce features, industry solutions, and AI capabilities (Einstein, predictive scoring, automation, compliant GenAI)
Promote best practices in security, compliance, data governance, and platform stewardship
Provide thought leadership on how Salesforce and AI can modernize business processes and elevate advisor and client experiences
Align Salesforce data models with enterprise data strategies, including data lake/warehouse integration patterns
Collaborate with technical architects, developers, and integration teams to ensure solutions meet performance, scalability, and security standards
Qualification
Required
8+ years of Salesforce architecture and solution design experience
Deep expertise in FSC, Sales Cloud, Service Cloud, and Marketing Cloud
Strong understanding of advisory workflows, financial services compliance, and wealth-management processes
Proven ability to design scalable multi-org or multi-business-unit Salesforce environments
Experience with API-first integrations between software applications and legacy systems
Strong knowledge of data modeling, sharing/security models, and enterprise integration patterns
Exceptional communication skills with ability to lead design sessions with executives and product teams
Experience influencing senior stakeholders in a complex, matrixed organization
Passion for digital transformation, technology innovation, and AI-enabled workflows
Strong delivery leadership, change management, and Agile/DevOps experience
Experience managing third-party vendors and implementation partners
Experience in wealth management, broker-dealer, asset management, or similarly regulated industries
Expertise in data governance and compliance (FINRA, SEC, GDPR)
Preferred
Salesforce certifications preferred: Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder
Familiarity with DevOps tools (Copado, Azure) and CI/CD pipelines
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