Program Manager

Kestra Financial; Austin (TX); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Competitive salary

401(k) plan

Health insurance

Tuition reimbursement

Professional development opportunities

Growth opportunities

Job summary

Kestra Financial, Inc. seeks a Program Manager to drive our Sales & Servicing Platform with a strong focus on Salesforce.

You will translate strategy into delivery, partnering with technology, compliance, and business leaders to ensure programs are well-governed and outcomes are measurable for advisors and internal teams. This role requires cross-functional collaboration, governance facilitation, and vendor management to deliver scalable, advisor-centric platform solutions in a regulated

Qualifications

• 5+ years of experience in program management, technology delivery, business architecture, or technology strategy in financial services 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 with 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.

Responsibilities

• Execute the Salesforce Roadmap: Translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross‑Enterprise Alignment: Coordinate initiatives across lines of business and functional teams, resolve dependencies, align priorities.
• Lead Program Governance & Collaboration: Facilitate cross‑functional working sessions and decision forums; serve as primary contact for stakeholders.
• Manage Platform & Vendor Relationships: Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight.
• Ensure Operational Excellence: Oversee program planning, risk management, resourcing, and delivery tracking; coordinate data migrations and release planning.
• Communicate with Executives: Prepare executive updates, dashboards, and clear progress/risk/outcome visibility.

Skills

Program management

Technology delivery

Business architecture

Technology strategy

Stakeholder management

Communication

Cross-functional collaboration

Salesforce ecosystem

Education

Bachelor's degree in Business/Finance/Technology

MBA (preferred)

Tools

Microsoft O365

JIRA

Confluence

Lucid Suite

Figma

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

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.

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
• Tuition reimbursement for qualified expenses

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

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.