Director, BI and Advance Analytics

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

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.

Lead with Purpose. Partner with Impact.

Kestra Financial isseekinga strategic, business-focused leader to direct enterprise Business Intelligence, Advanced Analytics and AI. This role will lead the analytics strategy, Tableau Next capabilities, semantic modeling, executive and board reporting, AI-driven insights, and decision intelligence initiatives that power growth across the organization.

The ideal candidate combines deep Wealth Management and Financial Services experience, executive presence, product analyticsleadershipand a proven record of building capabilities that influence measurable business outcomes. This leader will partner with business and technology executives to develop trusted enterprise data products and accelerateadoptionof advanced analytics and AI.

What you’ll Do:

Strategic Impact:
Shape decisions that drive advisor growth, client acquisition, operationalefficiencyand enterprise transformation.

Innovation at Scale:

Lead initiatives using Tableau Next, Databricks Lakehouse, governed semantic models, Generative AI and Decision Intelligence.

Executive Visibility:

Partner directly with executive, line-of-business and technology leaders to deliver measurable outcomes.

Leadership Opportunity:

Lead and develop BI, analytics engineering, analyticsproductand advanced analytics capabilities.

Growth & Transformation:

Modernize wealth management analytics and helpestablishan AI-enabled, data-driven organization.

Analytics, AI & Business Value Strategy

• Define and execute an enterprise Analytics and AI roadmap aligned to advisor growth, client experience, operational efficiency and business performance.
• Prioritize predictive, prescriptive, Generative AI and Agentic AI use cases; establish value measures that quantify adoption and outcomes.
• Partner with executives to embed decision intelligence and governed self-service analytics into business workflows.

Enterprise BI & Semantic Models

• Own Tableau Next strategy and delivery of executive dashboards, board reporting, operational scorecards and self-service analytics.
• Lead enterprise semantic models and reusable business metrics on the Databricks Lakehouse platform.
• Deliver business-ready data products supporting advisor productivity, recruiting, retention, AUM/AUA, NNA, revenue, client engagement, compliance, practice management and operations.
• Establish KPI governance, metric standardization and a trusted source of truth across business functions.
• Serve as a trusted advisor on advisor performance, recruiting effectiveness, retention, practice growth, asset flows, profitability, client acquisition, compliance and supervision.
• Partner across Finance, Operations, Product, Compliance and Field Leadership to turn analytical findings into business action.

Data Products & Cross-Functional Partnership

• The Director is accountable for analytics product strategy, business outcomes, useradoptionand value realization.
• Delivery will use an integrated operating model with shared roadmaps, backlogs, decision rights, qualitygatesand release criteria across the following teams:

Collaboration with Data Governance:

• Co-own KPI definitions, business glossary, data ownership and stewardship, quality rules, metadata, lineage, accesscontrolsand responsible AI requirements.
• Ensure each product has approved definitions, accountableownersand transparent controls.

Collaboration with Data Engineering, Data Products & Architecture:

• Transla…