Kestra Financial · 1 month ago
Lead Technical Architect
Austin, TX
Full-time
Onsite
Lead/Staff
8+ years expKestra Financial is a company dedicated to empowering independent financial professionals by providing advanced wealth management platforms. The Lead Technical Architect will be responsible for designing and implementing complex Salesforce solutions, collaborating with various teams to ensure scalability, security, and performance while driving innovation in the Salesforce ecosystem.
BankingConsultingFinanceFinancial Services
Responsibilities
Own the technical architecture for Salesforce multi-cloud implementations (FSC, Sales Cloud, Service Cloud, Marketing Cloud, and AI capabilities), ensuring alignment with enterprise standards and best practices
Define technical patterns for integrations (API-first, middleware, ETL) between Salesforce and enterprise systems (data lake, 3rd-party applications, legacy platforms)
Establish and enforce coding standards, CI/CD pipelines, and DevOps practices for Salesforce development
Optimize platform performance, data integrity, and security through robust technical designs and governance
Collaborate with solution architects to translate business requirements into technical specifications and implementation plans
Lead technical design sessions, code reviews, and troubleshooting for complex Salesforce components
Implement advanced automation, orchestration, and AI-driven workflows using Salesforce Einstein and compliant Generative AI solutions
Ensure adherence to compliance frameworks (FINRA, SEC, GDPR) and Salesforce security models
Oversee technical delivery by internal dev teams and external vendors, ensuring quality and scalability
Maintain technical documentation, integration diagrams, and architecture blueprints
Lead and manage a team of developers/engineers in a high-performance environment, mentoring and growing development talent
Drive innovation by evaluating emerging Salesforce technologies, DevOps tools, and AI capabilities
Qualification
Required
8+ years of Salesforce technical architecture and development experience
Deep expertise in Apex, Lightning Web Components (LWC), Visualforce, and Salesforce APIs
Strong experience with multi-cloud implementations (FSC, Sales Cloud, Service Cloud, Data Cloud, Marketing Cloud)
Experience designing and implementing AI-powered solutions using Salesforce Einstein, Agent frameworks, LLM integrations, and emerging AI protocols
Proven ability to design and implement complex integrations using APIs, middleware, and ETL tools
Expertise in Salesforce security models, sharing rules, and data architecture
Hands-on experience with DevOps tools (Copado, Azure DevOps) and CI/CD pipelines
Strong knowledge of enterprise integration patterns and API-first architecture
Experience in wealth management, broker-dealer, or similarly regulated industries
Familiarity with compliance frameworks (FINRA, SEC, GDPR) and data governance
Exceptional problem-solving skills and ability to lead technical teams in a matrixed environment
Passion for technology innovation, automation, and AI-driven solutions
Preferred
Salesforce certifications preferred: Technical Architect (CTA), Application Architect, System Architect, Platform Developer I/II
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