Director, BI and Advance Analytics

Kestra Holdings; Austin, Northern (TX, KY); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Growth opportunities

Training and development

Job summary

Kestra Holdings is seeking a strategic, senior leader to direct enterprise BI, advanced analytics and AI. You will shape the analytics roadmap, own Tableau Next and semantic models, and partner with executives to deliver trusted, data-driven insights that drive advisor growth and client outcomes.

The role requires deep Wealth Management experience, executive presence, and a track record of delivering measurable business value through analytics leadership and cross-functional collaboration.

Qualifications

• 12+ years in BI/Analytics/Decision Intelligence.
• 5+ years leading enterprise analytics organizations.
• Deep Wealth Management/Financial Services expertise.
• Proven success influencing senior executives through data-driven recommendations.
• Strong knowledge of wealth operations and advisor analytics.
• MBA or relevant advanced degree preferred.

Responsibilities

• Define and execute an analytics and AI roadmap aligned to business goals.
• Own Tableau Next strategy and enterprise dashboards for executives.
• Partner with executives to embed decision intelligence in workflows.
• Lead analytics product teams and drive adoption of data products.
• Modernize analytics using AI, cloud, and governance best practices.

Skills

Executive leadership

Strategic thinking

Communication

Cross-functional delivery

Wealth Management knowledge

Education

MBA or advanced degree

Tools

Tableau Next

Databricks Lakehouse

Azure

Job description

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Job Description

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.

Lead with Purpose. Partner with Impact.

Kestra Financial is seeking a strategic, business-focused leader to direct enterprise Business Intelligence, Advanced Analytics and AI. This role will lead the analytics strategy, Tableau Next capabilities, semantic modeling, executive and board reporting, AI-driven insights, and decision intelligence initiatives that power growth across the organization.

The ideal candidate combines deep Wealth Management and Financial Services experience, executive presence, product analytics leadership and a proven record of building capabilities that influence measurable business outcomes. This leader will partner with business and technology executives to develop trusted enterprise data products and accelerate adoption of advanced analytics and AI.

What you’ll Do:

Strategic Impact: Shape decisions that drive advisor growth, client acquisition, operational efficiency and enterprise transformation.

Innovation at Scale: Lead initiatives using Tableau Next, Databricks Lakehouse, governed semantic models, Generative AI and Decision Intelligence.

Executive Visibility: Partner directly with executive, line-of-business and technology leaders to deliver measurable outcomes.

Leadership Opportunity: Lead and develop BI, analytics engineering, analytics product and advanced analytics capabilities.

Growth & Transformation: Modernize wealth management analytics and help establish an AI-enabled, data-driven organization.

Analytics, AI & Business Value Strategy

• Define and execute an enterprise Analytics and AI roadmap aligned to advisor growth, client experience, operational efficiency and business performance.
• Prioritize predictive, prescriptive, Generative AI and Agentic AI use cases; establish value measures that quantify adoption and outcomes.
• Partner with executives to embed decision intelligence and governed self-service analytics into business workflows.

Enterprise BI & Semantic Models

• Own Tableau Next strategy and delivery of executive dashboards, board reporting, operational scorecards and self-service analytics.
• Lead enterprise semantic models and reusable business metrics on the Databricks Lakehouse platform.
• Deliver business-ready data products supporting advisor productivity, recruiting, retention, AUM/AUA, NNA, revenue, client engagement, compliance, practice management and operations.
• Establish KPI governance, metric standardization and a trusted source of truth across business functions.
• Serve as a trusted advisor on advisor performance, recruiting effectiveness, retention, practice growth, asset flows, profitability, client acquisition, compliance and supervision.
• Partner across Finance, Operations, Product, Compliance and Field Leadership to turn analytical findings into business action.

Data Products & Cross-Functional Partnership

• The Director is accountable for analytics product strategy, business outcomes, user adoption and value realization.
• Delivery will use an integrated operating model with shared roadmaps, backlogs, decision rights, quality gates and release criteria across the following teams:

Collaboration with Data Governance:

• Co-own KPI definitions, business glossary, data ownership and stewardship, quality rules, metadata, lineage, access controls and responsible AI requirements.
• Ensure each product has approved definitions, accountable owners and transparent controls.

Collaboration with Data Engineering, Data Products & Architecture:

• Translate product requirements into curated datasets, scalable pipelines and semantic-ready structures on Databricks.
• Jointly manage dependencies, nonfunctional requirements, performance, reliability, release readiness and production support.

Data Science, Security & Compliance

• Operationalize advanced analytics and AI while embedding privacy, cybersecurity, model risk, supervision and regulatory requirements throughout design, deployment and monitoring.

Team Leadership, Inherited Capability & Future Growth

• Assume leadership of Kestra’s existing BI and analytics delivery capability and assess current skills, capacity, role clarity and ways of working.
• Create a cohesive operating model spanning BI development, analytics engineering, advanced analytics and analytics product management.
• Mentor leaders and individual contributors; establish career paths, training, succession readiness and a culture of innovation, accountability and collaboration.
• Develop a future capacity and talent plan aligned to demand and value realization. Potential expansion may include BI developers, analytics engineers, analytics product managers, data scientists and AI/decision-intelligence specialists, subject to approved workforce plans.
• Establish delivery governance that produces scalable, trusted and well-adopted analytics products.

Technical Leadership

• Provide strategic oversight of Tableau Next, enterprise reporting architecture, semantic modeling and metric governance.
• Leverage Databricks Lakehouse and Azure to enable scalable analytics and AI workloads.
• Establish standards for data quality, metadata, governance, lineage, performance and reliability in partnership with Engineering and Architecture.
• Drive responsible modernization through cloud-native and AI-enabled technologies.

What You Bring:

• 12+ years of experience in Business Intelligence, Analytics, Data or Decision Intelligence, including 5+ years leading enterprise analytics organizations.
• Deep expertise in Wealth Management, Financial Services, Broker-Dealer, RIA, Custodial, Asset Management or Investment Advisory businesses.
• Proven success building BI and Analytics capabilities and influencing senior executives through data-driven recommendations.
• Strong knowledge of wealth operations, advisor lifecycle, AUM/AUA, NNA, recruiting, retention, practice management, revenue and profitability analytics.
• Exceptional communication, executive presence, people leadership and cross-functional delivery skills.

Preferred Experience:

Tableau Next/Tableau and Databricks Lakehouse; Azure; semantic layer, business glossary and KPI standardization; executive and board scorecards; Advanced Analytics, Generative AI, Agentic AI or Decision Intelligence programs; experience within a leading wealth management platform, custodian, broker-dealer, asset manager or large RIA; MBA or relevant advanced degree preferred.

Success Metrics & Outcomes

Business Impact: Measurable improvement in advisor productivity and contribution to AUM, AUA, NNA, revenue or operating outcomes.

Analytics Transformation: Adoption of Tableau Next, standardized KPIs, governed semantic models, self-service analytics and reusable enterprise data products.

AI & Innovation: Production deployment of high-value AI use cases with responsible controls, user adoption and quantified benefits.

Leadership Excellence: A high-performing, scalable team with strong engagement, delivery discipline and succession readiness.

Internal Application Policy:

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.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm

Kestra Values:
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.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that 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.
• 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.

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America,

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America