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About the Role

This role will oversee the strategy, administration, and delivery of integrated multi-custodian account and investment data through the Kestra ecosystem. The candidate 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.

Responsibilities

Serve as the central leader and subject matter expert for all custodian interfaces and integrations across the organization.
Build and maintain strategic relationships with Kestra business leaders and key teams to understand their requirements, translate them into actionable roadmap priorities, and deliver practical, high-impact solutions.
Develop and continuously refine a comprehensive strategy to maximize the value of custodian data across all business lines.
Identify opportunities to enhance connectivity, unlock new data capabilities, and align custodian integration efforts with broader organizational goals for growth and innovation.
Leverage in-depth knowledge of custodian data sources, formats, and capabilities to identify and validate business problems and opportunities.
Propose and prioritize practical, value-driven solutions that deliver measurable improvements in efficiency, client outcomes, advisor productivity, and revenue generation.
Provide day-to-day operational oversight of custodian feed file deliveries, monitoring for delays, errors, and performance issues, while driving timely remediation.
Continuously monitor API integrations and connectivity points to ensure high quality, reliability, and uptime standards are met.
Design, implement, and govern a centralized administrative framework for enabling, transmitting, and offboarding custodian data to internal and external downstream consumers across all business lines.
Enhance third-party vendor review and audit processes to ensure secure, compliant, and efficient consumption of custodian data.
Partner closely with compliance and risk management functions to fully understand and incorporate their data requirements, ensuring the use of consistent, authoritative sources of custodian data.
Proactively coordinate connectivity initiatives to maintain regulatory compliance, mitigate risks, and uphold the highest standards of data security and governance.
Collaborate closely with leaders in data governance, data engineering, technology, and product management to prioritize initiatives and successfully deliver solutions within the Kestra technology ecosystem.
Facilitate alignment, remove barriers, and drive effective execution across teams.
Maintain expert knowledge of wealth technology vendors and platforms serving wealth management firms, with a focus on their data requirements and integration needs.
Proactively facilitate the provision of high-quality custodian data support to enable seamless integrations and maximize platform value.

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.
Deep understanding of RIA/wealth advisory operations, portfolio management, performance reporting, fee billing, compliance (e.g., ADV, SEC/FINRA), tax-aware strategies (versus purchase), and client/advisor workflows in multi-custodial environments.
Proven hands-on knowledge of custodian data feeds (Transaction, Position, Label, Security, Price, and Open/Closed Lot), APIs, file formats (e.g., CSV, PDF parsing), aggregation platforms, data normalization/reconciliation, MDM/medallion architectures, and integration challenges across custodians.
Strong experience in agile product management, roadmap prioritization, stakeholder management, user story writing, A/B testing, and driving adoption/revenue outcomes.
Ability to balance business value with technical feasibility.
Familiarity with modern tech stacks (e.g., cloud platforms, SQL/Databricks, APIs, Python for data workflows) and tools for portfolio accounting or wealth tech.
Series 7, 63, 65, or 66 optional.
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.

Skills

Technical product management
Agile environment
Wealth management
Investment operations
Trading
RIA/wealth advisory operations
Portfolio management
Performance reporting
Fee billing
Compliance (ADV, SEC/FINRA)
Tax-aware strategies
Client/advisor workflows
Multi-custodial environments
Custodian data feeds (Transaction, Position, Label, Security, Price, and Open/Closed Lot)
APIs
File formats (CSV, PDF parsing)
Aggregation platforms
Data normalization/reconciliation
MDM/medallion architectures
Integration challenges
Agile product management
Roadmap prioritization
Stakeholder management
User story writing
A/B testing
Driving adoption/revenue outcomes
Balancing business value with technical feasibility
Cloud platforms
SQL/Databricks
Python for data workflows
Portfolio accounting
Wealth tech

Location

Nationwide

Work Type

Full-time

Experience Level

2+ years technical product management
5+ years wealth management/investment operations/trading

Education Level

Bachelor’s degree in Finance, Economics, Business, or Software Engineering

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k)
Health insurance
Competitive benefits package
Supportive, collaborative environment committed to professional excellence
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.
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.

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.
Kestra Financial 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.