Data & Operations Integration Lead – RIA Migrations

Kestra Holdings; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) plan

Health insurance

Job summary

Kestra Holdings is seeking an Operations - Data & Operations Integration Lead in Austin, TX. You will own end-to-end data readiness, cleanup, and migration as firms move from legacy systems into our enterprise platforms, partnering with IT resources.

You’ll lead data discovery, mappings, and migrations across CRM, portals, reporting, and trading systems, ensuring data integrity before and after migrations while coordinating with platforms and acquired firms.

Qualifications

• 6+ years of wealth management, fintech, financial services operations experience.
• Bachelor’s degree in a related field required.
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.
• Direct experience with advisor technology platforms (Salesforce, Redtail, Orion, Black Diamond, Addepar, Tamarac) or similar systems.
• Demonstrated experience leading or supporting data migrations, platform integrations, or system conversions.
• Familiarity with RIA regulatory considerations (SEC) and data security best practices.
• Experience supporting enterprise platform implementations or major system transformations within wealth management or financial services.
• Familiarity with integration concepts such as APIs, data mapping, ETL processes and tools (Informatica, Talend, Matillion, Fivetran), or vendor-led conversions a plus.
• Familiarity with data cleansing and quality tools (integrate.io, DemandTools, TIBCO Clarity), Analysis and QA platforms (Alteryx, MammothAnalytics), Streaming/CDC systems (Kafka, Debezium)

Responsibilities

• Lead data discovery, mapping, cleanup, and migration activities for acquired RIAs transitioning into the corporate RIA.
• Own end-to-end data readiness planning to ensure legacy data is clean, consistent, and migration-ready prior to system conversions.
• Execute and oversee data migrations across key advisor platforms (CRM, portals, performance reporting, trading and portfolio systems).
• Validate data accuracy, completeness, and integrity before and after migrations.
• Serve as the primary technology and data integration partner for newly acquired firms.
• Coordinate migration timelines and dependencies across internal teams and external technology providers.
• Develop repeatable, scalable data migration and integration processes.
• Identify opportunities to improve data quality standards and ongoing governance.

Skills

Data migration leadership

Cross-functional collaboration

Data quality focus

Education

Bachelor’s degree in related field

CDMP (DAMA) Data Quality Credential

ASQ Data Quality Credential

CIMP – Data Quality

Tools

Informatica

Talend

Matillion

Fivetran

Kafka

Debezium

API integration

Job description

Kestra Holdings is seeking an Operations - Data & Operations Integration Lead in Austin, TX. You will own end-to-end data readiness, cleanup, and migration as firms move from legacy systems into our enterprise platforms, partnering with IT resources.

You’ll lead data discovery, mappings, and migrations across CRM, portals, reporting, and trading systems, ensuring data integrity before and after migrations while coordinating with platforms and acquired firms.