Tech Data Product Owner
Kestra Holdings
Data Product Owner
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.
Kestra is seeking a customer-focused, outcome-driven Data Product Owner to lead the development and adoption of trusted master data as a core enterprise capability. Reporting to the Manager of Data Product Management, this role translates business needs into scalable master data products and drives execution across engineering, governance, and business stakeholders.
This role sits at the intersection of strategy, governance, and delivery. The successful candidate will own master data domains data products, ensuring they are trusted, governed, and actively consumed across analytics, reporting, operational, and AI use cases.
The Product Owner serves as a key liaison between business leaders, data governance, and technical teams, ensuring master data solutions align with Kestra's business objectives and deliver measurable value.
What You'll Do
- Own the definition, evolution, and success of trusted master data products (e.g., Client, Advisor, Account, Firm, Product) as reusable enterprise assets.
- Partner with Data Governance and business Data Owners to define golden record definitions, survivorship rules, and domain-specific data standards.
- Drive adoption of master data by downstream consumers (Analytics, Reporting, AI, Operations, Compliance), ensuring master data is fit-for-purpose.
- Define and track success metrics for master data products (e.g., data quality scores, match rates, duplicate reduction, downstream consumption, business issue reduction).
- Act as the primary liaison between business users, data analysts, data engineers, and developers to ensure consistent understanding and delivery of business needs.
- Coordinate dependencies and share learnings across the Product Owners and teams to support enterprise alignment across the data ecosystem.
- Collaborate with the release manager and QA to support production deployments and communicate release notes to business stakeholders.
What You Bring
- Bachelor's degree in Business, Information Systems, Computer Science, Data Analytics, or related field; equivalent work experience will be considered.
- 3+ years of experience as a Product Owner or Business Analyst supporting data platforms, enterprise reporting, or analytics solutions in an Agile environment.
- Hands-on experience with cloud-based data platforms, ideally within the Microsoft Azure ecosystem (e.g., Azure Data Factory, Azure Synapse, Data Lake) and Databricks.
- Strong familiarity with data warehousing concepts, data ingestion processes, and data product lifecycle management.
- Proficient in using product and collaboration tools such as JIRA and Confluence for backlog management and team communication.
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
- Tuition reimbursement for qualified expenses
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.
Explore Life at 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.
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