Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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New York, New York, United States · On-site
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Denver, Colorado, United States · On-site
$143k–$193k/yr
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Skills: Partner Sales Management, Cloud Computing, Strategic Relationship Management, Business Development, C-level Engagement
Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
$68k–$72k/yr
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Austin, Texas, United States · On-site
Job Description Summary: At Swinerton, the Strategic Pursuits team plays a focused and strategic role in supporting the acquisition of work through the development of pursuit strategies, participation in capture planning…
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Chicago, Illinois, United States · On-site
$170k–$230k/yr
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Austin, Texas, United States • On-site
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Lead the end-to-end data readiness, cleanup, and migration process for acquired RIAs transitioning into enterprise platforms. Coordinate cross-functionally to ensure data integrity and seamless system transitions with minimal disruption to clients and advisors.
Requires a bachelor's degree and over 6 years of experience in wealth management, fintech, or financial services operations. Proficiency with advisor technology platforms and experience leading data migrations or system conversions is strongly preferred.
Lead with Purpose. Partner with Impact. The Data & Operations Integration Lead will own the end-to-end data readiness, cleanup, and migration process as firms move from legacy systems into our enterprise platforms in partnership with resources from IT. The role is ideal for someone who enjoys working at the intersection of technology, data, and operations in a fast-paced, acquisition-driven environment.
The Data & Operations Integration Lead is responsible for ensuring that data from acquired RIAs is accurately prepared, validated, and migrated into the firm’s standardized technology ecosystem. This role will spearhead data cleanup efforts, coordinate migrations across multiple systems, and work cross-functionally to ensure seamless transitions with minimal disruption to advisors and clients. In addition to integration execution, this role will help shape scalable, standardized data and operational processes that support ongoing growth and future acquisitions.
This individual will act as the central point of accountability for data integrity and migration execution, partnering closely with internal platform teams, external vendors, and acquired firms.
What You’ll Do:
What You Bring:
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
The industry-leading, independent advisor platform that empowers your success.
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
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