Program Manager, FinTech & Wealth Platform

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

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.