Director, BI and Advance Analytics

Strategic Business Intelligence Leader

Kestra Financial is seeking a 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 analytics leadership and 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 accelerate adoption of advanced analytics and AI.

What You'll Do:

• Strategic Impact:
  Shape decisions that drive advisor growth, client acquisition, operational efficiency and 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, analytics product and advanced analytics capabilities.
• Growth & Transformation:
  Modernize wealth management analytics and help establish an AI-enabled, data-driven organization.

Key Leadership Responsibilities:

• 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.
• Wealth Management Analytics Leadership
• 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, user adoption and value realization.
• Delivery will use an integrated operating model with shared roadmaps, backlogs, decision rights, quality gates and release criteria across the following teams:
• Collaboration with Data Governance
• Co-own KPI definitions, business glossary, data ownership and stewardship, quality rules, metadata, lineage, access controls and responsible AI requirements.
• Ensure each product has approved definitions, accountable owners and transparent controls.
• Collaboration with Data Engineering, Data Products & Architecture
• Translate product requirements into curated datasets, scalable pipelines and semantic-ready structures on Databricks.
• Jointly manage dependencies, nonfunctional requirements, performance, reliability, release readiness and production support.
• Data Science, Security & Compliance
• Operationalize advanced analytics and AI while embedding privacy, cybersecurity, model risk, supervision and regulatory requirements throughout design, deployment and monitoring.
• Team Leadership, Inherited Capability & Future Growth
• Assume leadership of Kestra's existing BI and analytics delivery capability and assess current skills, capacity, role clarity and ways of working.
• Create a cohesive operating model spanning BI development, analytics engineering, advanced analytics and analytics product management.
• Mentor leaders and individual contributors; establish career paths, training, succession readiness and a culture of innovation, accountability and collaboration.
• Develop a future capacity and talent plan aligned to demand and value realization. Potential expansion may include BI developers, analytics engineers, analytics product managers, data scientists and AI/decision-intelligence specialists, subject to approved workforce plans.
• Establish delivery governance that produces scalable, trusted and well-adopted analytics products.
• Technical Leadership
• Provide strategic oversight of Tableau Next, enterprise reporting architecture, semantic modeling and metric governance.
• Leverage Databricks Lakehouse and Azure to enable scalable…