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About the Role

Kestra Financial is seeking a senior, governance-minded Data Product Owner to lead the delivery of the Trusted Master Data initiative. This foundational program establishes the golden source of record for Account, Product Classification, Advisor, and Client domains across the enterprise. This role owns the mastered data backlog end-to-end and is accountable for the operational success of the Master Data Management platform.

Responsibilities

Own the Trusted Master Data backlog end-to-end across the four mastered domains: Account, Product Classification, Advisor, and Client.
Partner with the Product Manager and business stakeholders to maintain a multi-year, dependency-aware roadmap.
Translate domain-level mastering requirements into clear epics and stories.
Lead the governance process that elevates business leaders into named Data Owners and operational teams into trained Data Stewards.
Manage Profisee MDM platform delivery in partnership with Kestra engineering.
Represent business stakeholders in sprint ceremonies, ensuring stories meet the Definition of Ready and Definition of Done.
Facilitate cross-functional refinement sessions with various teams and stakeholders.
Support release coordination, production cutover, parallel-run validation, and stakeholder communication for each mastered domain rollout.
Maintain a dependency register across upstream sources and downstream consumers.

Requirements

Deep Master Data Management domain knowledge.
Direct hands-on experience with a major MDM platform (Profisee strongly preferred; Informatica MDM, Reltio, Ataccama, or Stibo also considered).
Strong working knowledge of medallion (Raw / Clean / Model) Lakehouse architecture.
Strong stakeholder management and change management instincts.
Excellent communicator across audiences.
Comfortable navigating governance ambiguity and source-system politics.
Well-versed in Agile practices (Scrum ceremonies, backlog hygiene, sprint planning, and continuous improvement).
Ability to write or validate SQL queries for source profiling, match and merge testing, data reconciliation, and data quality validation.
Familiarity with financial services data domains (Account, Advisor, Client, Product) strongly preferred.
Experience in financial services or wealth management environments is a strong plus.
Familiarity with regulatory reporting requirements in financial services (SEC, FINRA, FATCA) is a plus.
Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field; equivalent work experience will be considered.
5+ years of experience as a Product Owner, Product Manager, or senior Business Analyst delivering MDM, data governance, or master data programs in an Agile environment.
Proficiency in JIRA, Confluence, or equivalent backlog management and collaboration tools.
3+ years of direct hands-on experience with a major MDM platform; Profisee strongly preferred, but Informatica, Reltio, Ataccama, or Stibo also considered.
Demonstrated experience leading data governance setup: Data Council operations, Data Owner and Steward role design, KDE definition, business glossary management.
Working knowledge of Lakehouse / medallion architecture (Databricks, Snowflake, or equivalent) and how MDM publishes downstream to analytics consumers.

Skills

Master Data Management
Profisee MDM
Informatica MDM
Reltio
Ataccama
Stibo
Match and merge rules
Survivorship logic
Trust framework design
Search rule definition
Stewardship workflow setup
Medallion architecture
Lakehouse architecture
Databricks
Snowflake
SQL
Agile practices
Scrum
JIRA
Confluence
Stakeholder management
Change management
Data governance
Data stewardship
Business glossary development
Key Data Element (KDE) definition
Data Council facilitation
Data protection
Tokenization
Financial services data domains
Regulatory reporting

Location

Remote

Work Type

Full-time

Experience Level

Senior
5+ years of experience as a Product Owner, Product Manager, or senior Business Analyst
3+ years of direct hands-on experience with a major MDM platform

Education Level

Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field; equivalent work experience will be considered.

Benefits

Competitive pay and benefits with a large employer
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.
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.