Kestra Financial · 12 hours ago
Business Architect, Advisory Tech Strategy
Tempe, AZ
Full-time
Onsite
Mid Level
3+ years expKestra Financial is a company that offers industry-leading wealth management platforms for independent professionals. They are seeking a strategic and innovative Business Architect to shape their Advisor Tech Strategy by bridging business needs with technology solutions and collaborating with various leaders to enhance advisor and client experiences.
BankingConsultingFinanceFinancial Services
Responsibilities
Map and manage dependencies across the advisor technology ecosystem for Kestra Holdings
Define vendor integration requirements for workflows and ensure interoperability with internal and external systems
Develop onboarding strategies for new firms and optimize processes for existing affiliates
Establish historical data conversion strategies
Define and document a multi-year advisor technology roadmap, aligning solutions with business priorities
Partner with technical and business leadership to ensure technology investments drive advisor growth, compliance, and client engagement
Evaluate technology approaches for total cost of ownership (TCO)
Collaborate with leadership and affiliated executives to align technology with advisor needs
Facilitate working sessions to gather requirements to improve integrations across vendors and within Kestra’s Digital Technology stack
Communicate roadmap progress and vendor evaluations to stakeholders
Define and implement a roadmap for migrating acquired firms onto Bluespring’s preferred technology stack (CRM, portfolio management, planning tools, data platforms)
Oversee interoperability and security standards across systems, ensuring compliance and scalability
Lead technical design sessions and coordinate API integrations, data migrations, and platform rationalization
Evaluate and select best-in-class vendors to support Bluespring’s unified ecosystem
Negotiate contracts, manage vendor performance, and enforce governance standards
Drive vendor optimization initiatives to reduce complexity and improve ROI
Partner with M&A, Operations, Compliance, and Technology teams to align integration plans with business objectives
Communicate technical strategy and progress to senior stakeholders and executive leadership
Provide guidance and mentorship to technical consultants and project teams
Qualification
Required
Bachelor's degree in Business, Finance, Technology, or related field
3+ years of industry experience, with a focus on technical M&A, due diligence and integration
Proven track record in vendor technology evaluation, contract negotiation, and multi-system integration
Expertise in CRM, portfolio accounting, financial planning, and API integration frameworks
Strong project management and stakeholder engagement skills
Deep understanding of cybersecurity, data migration, and infrastructure design
Proficiency with Jira, Confluence, and integration tools
Preferred
MBA 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