Strategic Advisor Tech Architect

Kestra Financial; Austin (TX); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Tuition reimbursement

Job summary

A financial services firm in Austin, Texas is seeking a strategic and innovative Business Architect to shape advisor tech strategy. This role involves bridging business needs with technology solutions and managing vendor integrations to support a growing network of advisors. Ideal candidates should possess a Bachelor's degree in Business, Finance, or related field and have over 3 years of relevant experience. The firm provides competitive pay, comprehensive benefits, and opportunities for professional growth.

Qualifications

• 3+ years of industry experience focusing on technical M&A, due diligence, and integration.
• Proven track record in vendor technology evaluation and multi-system integration.
• Deep understanding of cybersecurity and data migration.

Responsibilities

• Map and manage dependencies across the advisor technology ecosystem.
• Define vendor integration requirements for workflows and ensure interoperability.
• Develop onboarding strategies for new firms.

Skills

Vendor technology evaluation

Contract negotiation

M&A integration experience

API integration frameworks

Project management

Stakeholder engagement

Cybersecurity

Data migration

Infrastructure design

Proficiency with Jira

Proficiency with Confluence

Education

Bachelor’s degree in Business, Finance, Technology or related field (MBA preferred)

Tools

Jira

Confluence

Job description

A financial services firm in Austin, Texas is seeking a strategic and innovative Business Architect to shape advisor tech strategy. This role involves bridging business needs with technology solutions and managing vendor integrations to support a growing network of advisors. Ideal candidates should possess a Bachelor's degree in Business, Finance, or related field and have over 3 years of relevant experience. The firm provides competitive pay, comprehensive benefits, and opportunities for professional growth.