Project Manager, Program ​/ Project Manager, Operations Manager

Posted Tuesday, March 3, 2026 at 7:00 AM

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.

The Project Manager is responsible for the successful management and delivery of operations projects that support the organization’s strategic initiatives and long-term vision. This role ensures projects are completed on time, within scope, and within budget. The Project Manager partners with business sponsors, technical teams, vendors, and cross‑functional stakeholders to drive clarity, resolve issues, and deliver high‑quality outcomes. The Project Manager will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long‑term success.

• Define project scope and objectives with stakeholders; ensure business and technical feasibility.
• Develop detailed project plans, schedules, milestones, and resource allocations using organization‑approved tools.
• Drive strategic and operational planning activities across product lines, programs, and portfolios.
• Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution.
• Lead and facilitate project team meetings, document decisions, risks, and next steps.
• Coordinate project teams in matrixed environments and across varying project sizes.

• Manage constraints with a strong focus on scope, time, budget, risk, and change control.
• Track and analyze project performance to ensure achievement of short and long‑term goals.
• Conduct financial analysis and recommend adjustments aligned to project and organizational objectives.
• Identify, assess, and mitigate potential risks and issues that may arise during the integration process.

• Create and maintain comprehensive project documentation across the full lifecycle.
• Provide regular project communications—updates, dashboards, and presentations—to stakeholders at all levels.
• Prepare materials for leadership meetings and assist in synthesizing decisions and action plans.

• Partner with business sponsors, technology teams, external vendors, and cross‑functional teams to ensure alignment and progress.
• Facilitate business requirements gathering, refinement, and validation.

• Facilitate communication and collaboration between different teams and departments to ensure a cohesive process.

• Support employees through the transition, addressing concerns and ensuring smooth cultural integration.
• Create a playbook for the migration to common CRM systems, custodial platforms, client reporting tools and other core technology with minimal disruption to clients and advisors.
• Ensure the accuracy and integrity of data during change processes.

• Experience managing complex projects in fast‑paced environments.
• Strong understanding of scope, schedule, budget, and risk management frameworks.
• Familiarity with PMO methodologies and tools.

• Ability to analyze and translate business requirements and familiarity with technology requirements.
• Understanding of enterprise strategy and how projects support organizational goals.
• Excellent written and verbal communication skills, including preparing and delivering presentations.
• Ability to lead cross‑functional teams, manage conflict, and drive consensus.

• Ability to evaluate project performance, identify issues, and recommend solutions.

• Ability to work independently and manage multiple concurrent initiatives.
• Analytical and…