Program Manager

Job Description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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.

• Execute the Salesforce & Mar Tech
  
  Roadmap:
  
  Support the Head of Sales & Servicing Platform Strategy in executing a multi‑year Salesforce and Marketing technology roadmap. Translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross‑Enterprise Alignment:
  Ensure initiatives are coordinated across Kestra Holdings’ lines of business and functional teams, resolving dependencies and aligning priorities to maximize enterprise impact and driving alignment between business objectives, product strategy, and technical execution.
• Lead Program Governance &
  
  Collaboration:
  
  Facilitate cross-functional working sessions, requirements definition, and decision forums. Serve as a primary point of contact for business and executive stakeholders across technology, compliance, operations, and product teams.
• Manage Platform & Vendor Relationships:
  Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight to ensure solutions meet business, technical, and regulatory requirements.
• Ensure Operational Excellence:
  Oversee program planning, risk management, resourcing, and delivery tracking. Partners with technology and data teams on integration planning, data migrations, and release coordination while ensuring compliance and security considerations are addressed.
• Communicate with Executives:
  Prepare executive‑ready updates, dashboards, and decision materials. Provide clear visibility into progress, risks, and outcomes while proactively managing stakeholder expectations.
• Change Management and Adoption:
  Support enablement efforts by helping define training, communication, and rollout strategies to drive adoption. Monitor adoption metrics and continuously optimize based on user feedback.

• 5+ years of experience in program management, technology delivery, business architecture, or technology strategy—preferably within financial services, wealth management, or a regulated environment.
• Bachelor’s degree in business, Finance, Technology, or a related field (MBA preferred)
• Experience managing enterprise programs in the Salesforce ecosystem, including cross functional delivery and vendor‑led initiatives.
• Strong organizational skills with the ability to manage multiple initiatives, dependencies, and stakeholders simultaneously.
• Excellent communication and stakeholder‑management skills, including comfort working with senior and executive audiences.
• Familiarity with advisor‑centric platforms such as CRM, client portals, workflow, compliance, trading, or billing systems.
• Experience with collaboration and visualization tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
• Proven ability to translate strategy into execution, manage ambiguity, and drive outcomes.
• Collaborative, adaptable, detail‑oriented, and motivated by delivering scalable, high‑impact solutions.

• 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

• 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.