Program Manager

Kestra Financial; Austin (TX); In loco; USD 120.000 - 160.000; Tempo pieno

Descrizione del lavoro

Kestra Holdings, seeking a Program Manager to drive the enterprise Salesforce roadmap and partner with technology, compliance, and business leaders to deliver scalable platform solutions.

The role emphasizes governance, cross-functional delivery, and executive communication to achieve measurable outcomes for advisors and internal teams. A strong background in financial services or regulated environments is preferred.

Competenze

• 5+ years of program management experience in financial services or regulated environments.
• Bachelor's degree in Business, Finance, Technology, or a related field (MBA preferred).
• Experience managing enterprise programs in the Salesforce ecosystem with cross-functional delivery.
• Strong organizational and stakeholder-management skills; ability to manage multiple initiatives and dependencies.

Mansioni

• Execute the Salesforce Roadmap: translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive cross-enterprise alignment across business lines and functional teams to maximize enterprise impact.
• Lead program governance and collaboration: facilitate working sessions and decision forums with senior stakeholders.
• Manage platform and vendor relationships: support vendor onboarding, negotiations, and delivery oversight.
• Ensure operational excellence: oversee planning, risk, resourcing, and delivery tracking with compliance and security focus.
• Communicate with executives: prepare executive updates and dashboards with progress and risk visibility.

Conoscenze

Program management

Stakeholder management

Cross-functional collaboration

Communication

Strategic thinking

Formazione

Bachelor's degree

MBA preferred

Strumenti

Microsoft O365

JIRA

Confluence

Lucid Suite

Figma

Descrizione del lavoro

Lead with Purpose. Partner with Impact.

Kestra Holdings is seeking a Program Manager to support our Sales & Servicing Platform, with a strong focus on Salesforce and related technologies. This role is highly visible and central to executing our enterprise Salesforce roadmap. You’ll partner closely with technology, compliance, and business leaders to translate strategy into delivery—ensuring programs are aligned, well‑governed, and driving measurable outcomes for advisors and internal teams.

This is an ideal opportunity for a program leader who thrives in complex environments, enjoys cross‑functional collaboration, and is passionate about delivering scalable, advisor‑centric platform solutions.

What you’ll Do:

• Execute the Salesforce Roadmap: Support the Head of Sales & Servicing Platform Strategy in executing a multi‑year Salesforce roadmap. Translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross‑Enterprise Alignment: Ensure initiatives are coordinated across Kestra Holdings’ lines of business and functional teams, resolving dependencies and aligning priorities to maximize enterprise impact.
• Lead Program Governance & Collaboration: Facilitate cross‑functional working sessions, requirements definition, and decision forums. Serve as a primary point of contact for business and executive stakeholders across technology, compliance, operations, and product teams.
• Manage Platform & Vendor Relationships: Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight to ensure solutions meet business, technical, and regulatory requirements.
• Ensure Operational Excellence: Oversee program planning, risk management, resourcing, and delivery tracking. Partner with technology and data teams on integration planning, data migrations, and release coordination while ensuring compliance and security considerations are addressed.
• Communicate with Executives: Prepare executive‑ready updates, dashboards, and decision materials. Provide clear visibility into progress, risks, and outcomes while proactively managing stakeholder expectations.

What You Bring:

• 5+ years of experience in program management, technology delivery, business architecture, or technology strategy—preferably within financial services, wealth management, or a regulated environment.
• Bachelor’s degree in Business, Finance, Technology, or a related field (MBA preferred)
• Experience managing enterprise programs in the Salesforce ecosystem, including cross‑functional delivery and vendor‑led initiatives.
• Strong organizational skills with the ability to manage multiple initiatives, dependencies, and stakeholders simultaneously.
• Excellent communication and stakeholder‑management skills, including comfort working with senior and executive audiences.
• Familiarity with advisor‑centric platforms such as CRM, client portals, workflow, compliance, trading, or billing systems.
• Experience with collaboration and visualization tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
• Proven ability to translate strategy into execution, manage ambiguity, and drive outcomes.
• Collaborative, adaptable, detail‑oriented, and motivated by delivering scalable, high‑impact solutions.