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About the Role

The Manager of Advisor Platform leads a team that supports the Advisor Platform and develops platform roadmap. This role is responsible for guiding Product Owners, managing business process models, and documenting requirements for technology projects.

Responsibilities

• Manage and supervise the priorities, workload capacity, and deliverables of Business Analysts and Product Owners.
• Provide guidance or direction in requirements approach and in problem statement formation.
• Facilitate group meetings such as requirements gathering sessions and workshops.
• Balance technology and business issues and communicate appropriately with both technology and business experts.
• Develop, define, and build business cases that will enable business and technology change.
• Recommend technology solutions to improve business decision-making with a focus on core systems, technology strategies, and standards.
• Act as a liaison and participate in defining technology solutions to solve complex, multidisciplinary business problems with long-term implications.

Requirements

• Undergraduate degree from a four-year accredited college or university.
• A minimum of 3 – 5 years relevant experience; financial services and/or operations analysis experience 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.

Skills

• Product Strategy & Roadmap Development
• Agile Product Management
• Backlog Prioritization
• Requirements Gathering
• User Story Development
• Business Case Development
• API and Data Integration concepts
• User Experience tools such as Pendo, Figma
• Jira, Azure DevOps, Confluence

Location

• Nationwide

Work Type

• Full-time

Experience Level

• 3-5 years

Education Level

• Undergraduate degree

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 Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide.
• Kestra is 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.