Kestra Financial · 1 day ago
Director Tech Strategy & Governance
Austin, TX
Full-time
Onsite
Mid, Senior Level
6+ years expKestra Financial is a leading provider of wealth management platforms for independent financial professionals. The Director of Tech Strategy & Governance will serve as a strategic partner to the Chief Digital & Technology Officer, overseeing technology capital investments, governance, and financial management to drive impactful initiatives across the organization.
BankingConsultingFinanceFinancial Services
Responsibilities
Act as the central governing body for technology capital investment program: define and maintain intake, prioritization, and approval processes
Ensure every initiative has a business case, KPIs, executive sponsor, and clear documentation
Provide strategic recommendations on trade-offs and resource allocation to maximize business impact
Lead the annual technology budget cycle in partnership with Finance
Consolidate Capex funding requests, track actuals vs. plan and manage variance reporting
Provide forward-looking analysis and scenario planning to guide investment decisions across run/grow/transform categories
Develop monthly scorecards for the CDTO, covering financials, program performance, risks, and KPIs
Build Board and Executive Committee presentations highlighting technology strategy, outcomes, and challenges
Incorporate external benchmarks, industry trends, and best practices to inform strategic decisions
Maintain the single source of truth for major initiatives, ensuring consistency in charters, timelines, and status reporting
Proactively identify risks, escalate issues, and facilitate resolution across teams
Drive alignment and accountability across senior technology and business leaders
Coordinate quarterly business reviews, scorecards, and renewals for key vendors
Assess vendor performance and alignment with strategic priorities and financial guardrails
Identify opportunities to optimize partnerships and accelerate performance
Orchestrate CDTO leadership meetings and offsites: agenda-setting, materials, decision capture, and follow-ups
Facilitate workshops to align strategic priorities and resolve cross-functional challenges
Act as a trusted advisor to the CDTO, providing insights and recommendations that shape strategic direction
Qualification
Required
6+ years of related experience and in a leadership role with direct reports
Strong strategic thinking skills with the ability to distill complex information into clear recommendations
Advanced financial modeling and analytical capabilities, with comfort managing large budgets
Exceptional executive communication skills, with proven ability to develop CEO/Board-ready deliverables
Experience influencing senior stakeholders in a complex, matrixed organization
Passion for digital transformation, technology innovation, and wealth management
Strong project leadership and change management experience
Experience managing third-party vendors, contracts, and enterprise tooling ecosystems
A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs
Customer-first attitude and commitment to delivering exceptional service
Preferred
Bachelor's degree in related field preferred
Pre-partner experience in a management consulting firm, ideally with exposure to technology and/or wealth management
Experience in financial services, insurance, or a similar client-facing role 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
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