Director, Advisor Technology Integrations

Director Of Technology Integration

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.

Kestra Holdings is seeking a Director of Technology Integration to lead technology strategy, due diligence, and post-acquisition integration across our growing network of acquired firms.

This leader will be responsible for defining and executing the technology integration playbook that enables operational scale, advisor success, and long-term enterprise value creation. The role requires a combination of strategic thinking, technology leadership, M&A experience, vendor management, and execution discipline.

As the technology leader for M&A integrations, you will partner closely with Executive Leadership, Corporate Development, Operations, Compliance, Security, Product, and Engineering teams to evaluate acquisition opportunities, assess technology risk, and drive firms onto a common technology ecosystem. This individual will play a critical role in reducing complexity, improving advisor experience, and accelerating the realization of acquisition synergies.

The ideal candidate has deep experience leading technology transformations, integrating acquired businesses, and influencing senior stakeholders while balancing business objectives, operational realities, and technical requirements.

What You'll Do:

M&A Technology Strategy & Due Diligence

• Lead all technology due diligence activities for prospective acquisitions.
• Assess target firms' technology ecosystems, infrastructure, cybersecurity posture, data architecture, vendor relationships, and operational maturity.
• Identify integration risks, technical debt, contractual obligations, and scalability concerns that may impact transaction value or execution.
• Partner with Corporate Development and Executive Leadership to provide recommendations on technology-related acquisition risks and opportunities.
• Develop integration cost estimates, synergy models, and technology transformation roadmaps to support investment decisions.

Technology Integration Leadership

• Own the technology integration strategy for acquired firms from deal close through full operational integration.
• Develop and continuously improve the M&A technology integration framework, governance model, and playbooks.
• Establish integration priorities that balance advisor experience, operational efficiency, security, and business outcomes.
• Lead complex migration initiatives involving CRM, portfolio management, financial planning, reporting, security, infrastructure, data platforms, and advisor-facing applications.
• Ensure acquisitions are successfully transitioned to Blue spring and Kestra preferred technology standards while minimizing disruption to advisors and end clients.

Enterprise Architecture & Platform Consolidation

• Define future-state technology architectures that support scale, growth, and advisor productivity.
• Drive platform rationalization and vendor consolidation efforts to reduce technology complexity and operating costs.
• Establish standards for data integration, API frameworks, cybersecurity controls, and platform interoperability.
• Evaluate emerging technologies and identify opportunities to modernize the advisor technology experience.

Vendor & Strategic Partner Management

• Lead technology vendor evaluations, selection processes, contract negotiations, and ongoing governance.
• Build executive relationships with strategic technology partners.
• Hold vendors accountable to roadmap commitments, service levels, implementation quality, and business outcomes.
• Drive cost optimization initiatives while ensuring advisor needs and business requirements are met.

Program Leadership & Governance

• Serve as executive sponsor for technology integration programs and cross-functional initiatives.
• Es…