Senior Investment Platform Launch Lead

Kestra PWS; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Growth opportunities

Job summary

Kestra Financial seeks a Senior Strategic Implementation Manager to lead end-to-end delivery of high-priority investment product launches and platform initiatives within a regulated wealth management environment.

You will drive cross-functional campaigns, governance, and agile delivery processes, partnering with Product Management and senior leadership to realize measurable business outcomes.

Qualifications

• 2+ years of technical product management experience in an Agile environment.
• 5+ years of experience in wealth management, investment operations, or trading.
• Certifications like Series 7/63/66 may be required within 2 years (per policy).

Responsibilities

• Own end-to-end governance and planning for priority investment product launches and platform initiatives from concept through post-launch optimization.
• Lead comprehensive launch campaigns with GTM activities, including sales enablement, marketing communications, advisor training and onboarding, distribution strategy, and adoption tracking.
• Establish and maintain a prioritized portfolio of strategic initiatives; drive sequencing, capacity alignment, funding discipline, and trade-off decisions.
• Partner with Product Management to translate product strategy into executable implementation plans with milestones, dependencies, and success criteria.
• Facilitate cross-functional project teams across Technology, Compliance & Legal, Business, and Operations to ensure timely delivery and governance.

Skills

Technical product management

Agile methodology

Education

Bachelor’s degree in Finance, Economics, Business, or Software Engineering

Tools

Jira

Confluence

Azure DevOps

Job description

Kestra Financial seeks a Senior Strategic Implementation Manager to lead end-to-end delivery of high-priority investment product launches and platform initiatives within a regulated wealth management environment.

You will drive cross-functional campaigns, governance, and agile delivery processes, partnering with Product Management and senior leadership to realize measurable business outcomes.