Senior Strategic Implementation Manager

Job Description

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 Financial, a leading provider of wealth management platforms, technology solutions, and investment products empowering independent financial advisors and RIAs nationwide, is seeking a Senior Strategic Implementation Manager.

This role serves as a pivotal execution leader accountable for the disciplined delivery of Kestra Wealth Management’s highest‑priority strategic initiatives in investment products and platform capabilities. You will drive the successful launch of new investment products and manage end‑to‑end launch campaigns while coordinating complex cross‑functional projects spanning technology, compliance, business development, and operations.

By implementing and championing agile, Scrum‑like cadences and robust portfolio governance practices, you will build transparency, predictability, and accountability across initiatives. Your leadership will ensure that strategic intent translates into measurable business outcomes—including accelerated advisor adoption, revenue contribution from new products, enhanced platform capabilities, and operational excellence.

This is a hands‑on, high‑impact role for a collaborative leader who thrives at the intersection of strategy, execution, and cross‑functional influence in a dynamic, growth‑oriented wealth management environment.

• Own the end‑to‑end governance and planning that results in successful delivery of priority investment product launches (e.g., alternative investment solutions, insurance products, or curated offerings) and strategic platform implementation initiatives (new advisory revenue vertical, investment program redesign, etc.) from concept through post‑launch optimization and benefits realization.
• Lead the coordination and execution of comprehensive launch campaigns, aligning go‑to‑market activities including sales enablement, marketing communications, advisor training and onboarding programs, distribution strategy, and adoption tracking to drive rapid uptake and sustained engagement.
• Establish and maintain a prioritized portfolio of strategic initiatives for Investment Platforms & Products; drive rigorous sequencing, capacity alignment, funding discipline, and proactive trade‑off decisions (scope, timeline, resources, investment) aligned to Kestra’s business objectives and growth priorities.
• Partner with Product Management to translate product strategy and roadmap into executable implementation plans with clear milestones, dependencies, and success criteria.
• Support Wealth Management platform and product leads by facilitating high‑performing cross‑functional project teams and work streams involving:
• Technology:
  Platform development, data integrations (including MDM/medallion architectures), APIs, advisor portals/tools, and infrastructure enhancements.
• Compliance & Legal:
  Product due diligence, regulatory reviews/approvals, disclosures, risk assessments, and ongoing product governance to ensure adherence to SEC, FINRA, fiduciary, and other requirements.
• Business:
  Commercialization strategy, RIA/advisor engagement and feedback loops, distribution channel readiness, pricing/packaging, and P&L impact modeling.
• Operations & Finance:
  Operational readiness, process design, financial tracking, and benefits measurement.
• Map and manage complex dependencies, risks, and interdependencies across teams; proactively identify and remove blockers while fostering alignment and shared ownership in a matrixed environment.
• Ensure every initiative incorporates appropriate compliance guardrails, risk controls, audit readiness, and change management from the start.
• Design, implement, and continuously mature agile delivery operating…