Operations - Data & Operations Integration Lead

Bluespring Wealth Partners, LLC; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay

401(k) & health insurance

Collaborative environment

Growth opportunities

Training & development

Job summary

Kestra Financial, Inc. seeks an Operations - Data & Operations Integration Lead in Austin, TX to own end-to-end data readiness, cleanup, and migration as firms move from legacy systems to enterprise platforms.

You will coordinate data migrations across CRM, portals, reporting, trading, and more, partnering with IT and external vendors. The role focuses on data integrity, governance, and scalable processes to support growth and future acquisitions, acting as the central point for data migration

Qualifications

• 6+ years of related experience in wealth management, fintech, financial services operations, or related fields.
• Bachelor’s degree in related field required.
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.

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 and migration-ready.
• Execute and oversee data migrations across key advisor platforms (CRM, portals, reporting, trading).
• Validate data accuracy, completeness, and integrity before and after migrations.
• Serve as primary technology and data integration partner for newly acquired firms.
• Assess existing RIA technology stacks to identify risks, gaps, and dependencies.
• Coordinate migration timelines across internal teams and external providers.
• Ensure smooth advisor and staff experience during transitions.
• Develop repeatable, scalable data migration and integration processes.
• Identify opportunities to improve data quality standards and governance.

Skills

Data integration

ETL processes

Data governance

Regulatory awareness

API integration

Project coordination

Cross-functional collaboration

Education

Bachelor’s degree in related field

CDMP (DAMA)

ASQ Data Quality Credential

CIMP – Data Quality

Tools

Salesforce

Redtail

Orion

Black Diamond

Addepar

Tamarac

Informatica

Talend

Matillion

Fivetran

Integrate.io

DemandTools

TIBCO Clarity

Alteryx

MammothAnalytics

Kafka

Debezium

Job description

Operations - Data & Operations Integration Lead

Austin, TX, USA

Job Description

Posted Thursday, July 16, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact. The Data & Operations Integration Lead will own the end-to-end data readiness, cleanup, and migration process as firms move from legacy systems into our enterprise platforms in partnership with resources from IT. The role is ideal for someone who enjoys working at the intersection of technology, data, and operations in a fast-paced, acquisition-driven environment.

The Data & Operations Integration Lead is responsible for ensuring that data from acquired RIAs is accurately prepared, validated, and migrated into the firm’s standardized technology ecosystem. This role will spearhead data cleanup efforts, coordinate migrations across multiple systems, and work cross-functionally to ensure seamless transitions with minimal disruption to advisors and clients. In addition to integration execution, this role will help shape scalable, standardized data and operational processes that support ongoing growth and future acquisitions.

This individual will act as the central point of accountability for data integrity and migration execution, partnering closely with internal platform teams, external vendors, and acquired firms.

What You’ll Do

• 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 in a clean, consistent, and migration-ready state prior to system conversions.
• Execute and oversee data migrations across key advisor platforms, including:
  • Client Relationship Management (CRM)
  • Investor / Client Portals
  • Performance Reporting
  • Trading and Portfolio Management systems
• Validate data accuracy, completeness, and integrity before and after migrations.
• Serve as the primary technology and data integration partner for newly acquired firms.
• Assess existing RIA technology stacks data structures to identify risks, gaps, and dependencies.
• Coordinate migration timelines and dependencies across internal teams and external technology providers.
• Ensure smooth advisor and staff experience throughout the transition process.
• Help develop and refine repeatable, scalable data migration and integration processes.
• Identify opportunities to improve data quality standards and ongoing data governance practices.
• Partner with platform, compliance, and operations teams to ensure migrations align with regulatory and security requirements.
• Support adoption of standardized systems and best practices following migration.
• Partner with Platform, Technology, and Shared Services teams to help design and implement standardized operational and data processes as new enterprise technology is introduced into the common tech stack.
• Support the definition of data standards, workflows, and integration requirements for new systems prior to rollout.
• Ensure new enterprise tools are implemented in a way that supports scalability, data integrity, and repeatable onboarding for future acquisitions.
• Document data flows, integration dependencies, and operational processes to support consistency and knowledge transfer.
• Act as a bridge between product, technology, and operations to ensure data readiness and adoption are addressed early in the implementation lifecycle.

What You Bring

• 6+ years of related experience in wealth management, fintech, financial services operations, or related fields.
• Bachelor’s degree in related field required.
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.
• Direct experience with advisor technology platforms such as Salesforce, Redtail, Orion, Black Diamond, Addepar, Tamarac, or similar systems strongly preferred.
• 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 a wealth management or financial services environment preferred.
• Familiarity with integration concepts such as APIs, data mapping, ETL processes and tools (Informatica, Talend, Matillion, Fivetran), or vendor-led conversions a plus (hands‑on technical development not required).
• Familiarity with data cleansing and quality tools (integrate.io, DemandTools, TIBCO Clarity), Analysis and QA platforms (Alteryx, MammothAnalytics), Streaming/CDC systems (Kafka, Debezium)

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.

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure

• 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.