Technical Lead Mergers
3 days ago
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the "Silicon Hills" of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
Lead with Purpose. Partner with Impact.
Kestra Holdings is seeking a Technical Lead to drive technology integration and vendor stack consolidation across multiple acquired firms. This role is pivotal in ensuring that firm mergers and acquisitions achieve operational scale through a unified, secure, and efficient technology ecosystem.
You will lead technical due diligence, design integration strategies, and oversee execution of migration plans for acquired firms. Acting as the primary technology point of contact for M&A projects, you will collaborate with internal teams, vendor partners, and business stakeholders to deliver a common tech stack that supports growth and advisor success.
What you'll do
- 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.
- Bachelor's degree in Business, Finance, Technology, or related field (MBA preferred).
- 3-5+ years as a Product Owner or similar role in digital product development.
- Proven experience with vendor technology evaluation and integration.
- 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.
- CSPO or equivalent preferred.
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
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