Kestra Financial · 16 hours ago
Program Manager, Advisor Tech Strategy and Ecosystem
Austin, TX
Full-time
Onsite
Senior Level
5+ years expKestra Financial offers industry-leading wealth management platforms for independent financial professionals. They are seeking a Program Manager to shape their advisor technology strategy, partnering across teams to deliver scalable solutions that empower advisors and clients.
BankingConsultingFinanceFinancial Services
Responsibilities
Drive the Tech Roadmap: Support the Head of Advisor Tech Strategy in executing our multi-year technology roadmap, translating strategic goals into actionable programs
Align Initiatives: Ensure projects are coordinated across Kestra Holdings’ lines of business for maximum impact
Lead Collaboration: Facilitate cross-functional teamwork, organize requirements sessions, and serve as the main contact for executive stakeholders
Manage Vendors: Oversee platform evaluations, vendor relationships, and contract negotiations to deliver solutions that meet business needs
Ensure Operational Excellence: Document compliance requirements, manage data conversion and integration, and monitor risks and resources for timely delivery
Support Executives: Prepare updates and decision materials, deliver insights on program performance, and proactively address stakeholder challenges
Qualification
Required
5+ years' experience in program management, business architecture, or technology strategy within financial services or wealth management
Bachelor's degree in Business, Finance, Technology, or related field (MBA preferred)
Experience with Microsoft O365, Confluence, Lucid Suite, and Figma
Strong organizational skills and proven ability to manage multiple initiatives
Excellent communication and stakeholder management skills, including executive engagement
Familiarity with advisor technology platforms (client portals, trading, compliance, billing.)
Skilled in translating strategy into execution and managing vendor relationships
Strategic thinker, collaborative, adaptable, and detail-oriented with a focus on outcomes
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