Program Manager

Kestra Financial, Inc.; Austin, Northern (TX, KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Kestra Holdings seeks a Program Manager to oversee multiple broker-dealer initiatives within the Advisor Platform. You will partner with business and technical sponsors to deliver high-quality results on time, tracking risks and issues and coordinating cross-functional teams.

The role requires 5+ years of PM experience in software development environments, strong communication skills, and a customer-first mindset. A Bachelor’s degree and proficiency with Smartsheet/JIRA/Confluence are expected.

Qualifications

• Bachelor's degree or equivalent required.
• 5+ years of project management experience, including the use of project plans and issue logs.
• Project management experience related to software development
• Smartsheet, JIRA, and Confluence
• Experience with at least 4 full life cycle projects, from analysis to completion.
• Familiarity with .NET framework.
• Desktop and Internet-based applications.
• Excellent attention to detail and ability to manage multiple priorities effectively.
• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).
• Familiarity with CRM systems such as WealthBox and/or Redtail is a plus.
• A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs.
• Customer-first attitude and commitment to delivering exceptional service.
• Experience in financial services, insurance, or a similar client-facing role preferred

Responsibilities

• Manage all project constraints, with focus on scope, time, risk, and change.
• Develop project plans using Kestra's choice of software and tools for doing so.
• Manage many different sized project teams in a matrix-structured environment.
• Manage project team meetings, scheduling, risks, and delivery.
• Provide regular project communications to all levels of the company, including some presentations.
• Facilitate requirements gathering and review. Occasionally help develop project requirements to meet the needs.
• Provide support to business stakeholders in the form of operational readiness plans including but not limited to: activities related to testing, training and change management communications.
• Understand all current Advisor Platform projects from a company strategic level and a technical delivery perspective.
• Support production of monthly Steer Co decks for Executive Leadership
• Provide and promote integrity and leadership throughout the life of projects representing business philosophies, protocols, and standards.
• Tactically organize and structure activities.
• Presentation and meeting facilitation

Skills

Project management

Software development

Attention to detail

Multitasking

Customer focus

Problem solving

Forward-thinking

Education

Bachelor's degree or equivalent

Tools

Smartsheet

JIRA

Confluence

Microsoft Office

SharePoint

WealthBox

Redtail

Job description

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

Job Description

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 Program Manager will report to the Head of Advisor Platform Product. As a Program Manager with Kestra Holding you will manage all aspects of different projects within the broker dealer. You will help provide programs that support the organizations strategic plans and vision. You will work with business sponsors, technical sponsors, and all other supporting functions to provide high-quality deliverables that track timelines, status, risks and issues.

What you’ll Do:

• Manage all projects constraints, with focus on scope, time, risk, and change.


• Develop project plans using Kestra's choice of software and tools for doing so.


• Manage many different sized project teams in a matrix-structured environment.


• Manage project team meetings, scheduling, risks, and delivery.


• Provide regular project communications to all levels of the company, including some presentations.


• Facilitate requirements gathering and review. Occasionally help develop project requirements to meet the needs.


• Provide support to business stakeholders in the form of operational readiness plans including but not limited to: activities related to testing, training and change management communications.


• Understand all current Advisor Platform projects from a company strategic level and a technical delivery perspective.


• Support production of monthly Steer Co decks for Executive Leadership


• Provide and promote integrity and leadership throughout the life of projects representing business philosophies, protocols, and standards.


• Tactically organize and structure activities.


• Presentation and meeting facilitation

What You Bring:

• Bachelor's degree or equivalent required.


• 5+ years of project management experience, including the use of project plans and issue logs.


• Project management experience related to software development


• Smartsheet, JIRA, and Confluence


• Experience with at least 4 full life cycle projects, from analysis to completion.


• Familiarity with .NET framework.


• Desktop and Internet-based applications.


• Excellent attention to detail and ability to manage multiple priorities effectively.


• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).


• Familiarity with CRM systems such as WealthBox and/or Redtail is a plus.


• A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs.


• Customer-first attitude and commitment to delivering exceptional service.


• Experience in financial services, insurance, or a similar client-facing role preferred

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.