Salesforce Program Lead: Enterprise Platform & Strategy

Kestra Financial, Inc.; 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

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