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Oversee the strategy and delivery of integrated multi-custodian account and investment data through the Kestra ecosystem. Lead cross-functional initiatives to enhance platform capabilities and manage the operational oversight of custodian feed files and API integrations.
Requires a Bachelor's degree and at least 5 years of experience in wealth management or investment operations, plus 2+ years in technical product management. Must possess deep knowledge of RIA operations, custodian data feeds, and modern tech stacks like SQL and Python.
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
Lead with Purpose. Partner with Impact
This role will oversee the strategy, administration, and delivery of integrated multi-custodian account and investment data through the Kestra echo system. This role will support Kestra’s data governance program, clearing operations, wealth portfolio management platforms, CRM integrations, revenue management solutions, business intelligence tools, and other downstream consumers of custodian data. This candidate will bring deep wealth management business expertise with hands-on technical experience in custodian aggregation with a strong product management mindset.
The ideal candidate understands the complexities of multi-custodian and clearing environments (e.g., Schwab, Fidelity NFS, Fidelity IWS, DTCC, DST, DAZL, Plaid, Yodlee, and others), understand the investment products and securities represented in the custodian data, translates business needs into clear requirements, and leads cross-functional initiatives to enhance platform capabilities, improve advisor/client experiences, and support scalable growth in a competitive fintech/wealthtech landscape.
What You’ll Do:
What You Bring:
Certifications and Licenses:
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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