Kestra Financial · 1 day ago
Technical Lead Mergers & Acquisitions
Austin, TX
Full-time
Onsite
Mid, Senior Level
3+ years expKestra Financial offers industry-leading wealth management platforms for independent financial professionals. They are seeking a Technical Lead to drive technology integration and vendor stack consolidation across multiple acquired firms, ensuring operational scale through a unified technology ecosystem.
BankingConsultingFinanceFinancial Services
Responsibilities
Conduct comprehensive assessments of target firms’ technology stacks, identifying high-risk systems and integration challenges
Analyze vendor contracts, licensing terms, and infrastructure dependencies to inform deal structures and cost models
Define and communicate the product roadmap for investor-facing digital platforms
Align product strategy with business goals and investor needs
Evaluate, select, and manage vendor technologies that enhance the investor experience
Oversee integration of third-party tools into our digital ecosystem, ensuring interoperability, scalability, and security
Manage vendor relationships, including QBRs, contract negotiations, and compliance
Create and manage plan to onboard new to firm advisors and investors
Champion investor-centric design by leveraging analytics, feedback, and usability testing
Define KPIs for adoption, engagement, and satisfaction; iterate based on insights
Qualification
Required
3–5+ years as a Product Owner or similar role in digital product development
Strong understanding of investor-facing platforms, UX principles, and digital ecosystems
Excellent communication and stakeholder management skills
Ability to balance strategic vision with execution detail
Proficiency with Jira, Confluence, and integration tools
Preferred
CSPO or equivalent preferred
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
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