Lead, Advisor Platform Product Management

Kestra Holdings

Austin (TX)

On-site

USD 130,000 - 170,000

Full time

7 days ago
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Benefits offered by this job

401(k) plan
Health insurance
Professional development

Job summary

Kestra Holdings in Austin, TX, is seeking a Manager of Advisor Platform to lead a team of Product Owners and Business Analysts, owning the end-to-end lifecycle of data products and aligning solutions with business priorities. You will build business cases, guide requirements, and collaborate across technology and business stakeholders to enable scalable platforms and improved advisor outcomes.

The role emphasizes backlog prioritization, agile practices, and delivering measurable value with broad

Qualifications

  • Undergraduate degree from a four-year college or university.
  • 3–5 years of relevant experience; financial services and/or operations analysis preferred.
  • Agile Product Management and backlog prioritization experience.
  • API and data integration concepts knowledge.
  • Familiarity with UX tools such as Pendo and Figma.

Responsibilities

  • Manage and supervise the priorities, workload capacity, and deliverables of Business Analysts and Product Owners.
  • Provide guidance in requirements approach and problem statement formation.
  • Facilitate requirements gathering sessions and workshops.
  • Balance technology and business needs and communicate with both teams.
  • Develop and build business cases to enable technology changes.
  • Recommend technology solutions to improve decision-making around core systems and strategies.
  • Act as liaison in defining technology solutions for complex business problems.

Skills

Agile Product Management
Backlog Prioritization
Requirements Gathering
User Story Development
Business Case Development
API and Data Integration concepts
Pendo
Figma

Education

Bachelor's degree

Job description

Kestra Holdings in Austin, TX, is seeking a Manager of Advisor Platform to lead a team of Product Owners and Business Analysts, owning the end-to-end lifecycle of data products and aligning solutions with business priorities. You will build business cases, guide requirements, and collaborate across technology and business stakeholders to enable scalable platforms and improved advisor outcomes.

The role emphasizes backlog prioritization, agile practices, and delivering measurable value with broad

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