Tech Advisor Platform Management - Business Analyst

Kestra PWS; Tempe (AZ); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k)

Health insurance

Training & development

Growth opportunities

Job summary

Kestra Holdings is hiring a Tech Advisor Platform Management - Business Analyst in Tempe, AZ. You will conduct analysis to develop sound business requirements, process models, and documentation, partnering with program managers, product owners, and leadership across the SDLC.

You will elicit problems, document requirements, and translate them into technical specs while balancing technology and business concerns. Growth, training, and impact await.

Qualifications

• 2+ years of IT-related experience demonstrated through progressive roles in IT business analysis.
• Bachelor's degree in technology or business.
• Experience with Confluence, JIRA, Azure DevOps.
• Knowledge of product/tech life cycles and information systems implementation.
• IT experience in financial services is a plus.
• Experience with databases and data structures.

Responsibilities

• Elicit and refine problem statements from business stakeholders.
• Document business and technology requirements as BRDs, user stories, and process models.
• Support the technology roadmap and strategic initiatives with analysis artifacts.
• Create documentation throughout the analysis process.
• Communicate between technology and business teams effectively.
• Collaborate with Program Managers, Product Owners, SMEs, and Leadership across the SDLC.
• Translate requirements into technical specifications.
• Recommend technology solutions to improve decision-making.

Skills

2+ years IT experience

Knowledge of SDLC

Education

Bachelor's degree in technology or business

Tools

Confluence

JIRA

Azure DevOps

Databases & Data Structures

Job description

Tech Advisor Platform Management - Business Analyst

Tempe, AZ, USA

Job Description

Posted Thursday, July 16, 2026 at 8:00 AM

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.

As the Business Analyst you will report to the Director, Business Analysis. You will conduct analysis of our challenges to develop sound Business Requirements, Process Models, and Documentation.

What you’ll Do:

• Elicit and refine problem statements from our business stakeholders.
• Establish and document business and technology requirements in the form of business requirements, user stories, and process models.
• Be a key member in our effort to build best‑in‑class technology supporting our organizational roadmap, strategic initiatives, and working practices.
• Compose supporting documentation throughout the analysis process.
• Balance technology and business issues and communicate with both technology and business experts.
• Partner with, and be a resource to, Program Managers, Product Owners, business Subject Matter Experts, Leadership, and end users throughout the SDLC.
• Translate our requirements into appropriate technical specifications.
• Recommend technology solutions to improve our business decision‑making with a focus on the essential systems, technology strategies, and standards.
• Recognize potential assignments outside own areas of specialization and apply appropriate technology‑related expertise.
• Be a liaison and participate in defining technology solutions to solve complex, many‑sided problems with long‑term effects.
• Work on multiple tasks at any one time while maintaining quality.
• Facilitate group meetings such as requirements elicitation ceremonies.
• Participate in the configuration and management of our JIRA/Confluence instance, including workflow management, issue management, and dashboard reporting.

What You Bring:

• 2+ years of experience in IT‑related roles demonstrating progression through the IT Business Analysis Career Path.
• Bachelor's degree in technology (in Computing/Software/Technology related subject) or business.
• Experienced user of standard software development tools (Confluence, JIRA, Azure DevOps).
• Experience with product/technology life cycles and the concepts and practices required to implement information systems.
• IT experience in the financial services industry (Experience with Independent Broker Dealers and similar financial services organizations especially beneficial).
• Experience with Databases and Data Structures.

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.

Lead with purpose. Apply now and help shape the future of Kestra.

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.