Manager, Advisor Platform Product Management

Kestra Holdings; Austin (TX); On-site; USD 130,000 - 170,000; Full time

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

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

Job Description

Posted Tuesday, July 28, 2026 at 8:00 AM

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.

The Manager of Advisor Platform leads a team that supports the Advisor Platform and develops platform roadmap. Lead a team of Product Owners that serve as the voice of the customer and owns the end-to-end lifecycle of data products, ensuring solutions align with business priorities, deliver measurable value, and maximize adoption across the organization. This role is also responsible for business process models and requirements documentation for technology projects.

What you’ll Do:

• 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.

What You Bring:

• 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.
• 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,

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.

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