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About the Role

Kestra Financial is seeking a Senior Strategic Implementation Manager to lead the disciplined delivery of high-priority strategic initiatives in investment products and platform capabilities. This role drives the successful launch of new investment products and manages end-to-end launch campaigns, coordinating complex cross-functional projects. You will build transparency, predictability, and accountability, ensuring strategic intent translates into measurable business outcomes.

Responsibilities

Own end-to-end governance and planning for successful delivery of priority investment product launches and strategic platform implementation initiatives from concept through post-launch optimization.
Lead coordination and execution of comprehensive launch campaigns, aligning go-to-market activities including sales enablement, marketing communications, advisor training, and adoption tracking.
Establish and maintain a prioritized portfolio of strategic initiatives for Investment Platforms & Products, driving sequencing, capacity alignment, funding discipline, and trade-off decisions.
Partner with Product Management to translate product strategy and roadmap into executable implementation plans with clear milestones, dependencies, and success criteria.
Facilitate high-performing cross-functional project teams involving Technology, Compliance & Legal, Business, and Operations & Finance.
Map and manage complex dependencies, risks, and interdependencies across teams, proactively identifying and removing blockers.
Ensure every initiative incorporates appropriate compliance guardrails, risk controls, audit readiness, and change management.
Design, implement, and mature agile delivery operating models tailored to regulated investment product and platform initiatives.
Stand up consistent governance rhythms and forums, including steering committees, launch readiness reviews, dependency management sessions, and risk reviews.
Drive adoption of modern agile/project tools and best practices to improve delivery velocity, predictability, collaboration, and quality.
Champion a shift toward iterative, outcome-focused delivery, balancing structure and compliance with speed and adaptability.
Build and operate a portfolio “control tower” capability, delivering timely reporting and dashboards on initiative status, milestones, risks, financial performance, and business impact.
Define, track, and report on key business outcome metrics tied to each strategic initiative.
Proactively surface execution risks, capacity constraints, and recommended trade-offs to senior leadership.
Prepare and present high-quality materials for executive leadership, steering committees, and governance forums.
Instill a culture of genuine accountability where teams own and are measured on the delivery of agreed business outcomes and value realization.

Requirements

Bachelor’s degree in Finance, Economics, Business, or Software Engineering.
2+ years experience in technical product management in an Agile environment.
5+ years of experience in wealth management, investment operations, or trading.
3-5+ years of progressive leadership experience in strategic program/portfolio management, product implementation, launch execution, or enterprise transformation roles within wealth management, RIA platforms, investment product development, fintech, asset/wealth platforms, or similarly complex, regulated financial services environments.
Demonstrated success leading multiple end-to-end launches of investment products or major platform capabilities, including coordination across technology builds, compliance/regulatory approvals, and go-to-market execution.
Direct experience with alternatives/private markets access, model portfolios, structured solutions, or advisor-facing technology platforms within a broker dealer organization is strongly preferred.
Track record of successfully implementing or significantly maturing agile delivery practices (Scrum, Kanban, SAFe, hybrid, or tailored approaches) in product development or regulated contexts, with quantifiable improvements in predictability, velocity, and time-to-value.
Series 7, 63 or 66 required within 2 years.
Series 65 preferred.
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.
If hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

Skills

Agile
Scrum
Kanban
SAFe
Jira
Confluence
Azure DevOps

Location

Nationwide

Work Type

Full-time

Experience Level

Senior

Education Level

Bachelor's degree

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

About the Company

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 is a leading provider of wealth management platforms, technology solutions, and investment products empowering independent financial advisors and RIAs nationwide.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.
We live our values: Serve, Make it Happen, and One team.

Equal Opportunity

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.