Lead Technical Architect

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 Financial is executing a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. The Lead Technical Architect will serve as the principal technical authority, responsible for designing, implementing, and governing complex Salesforce solutions and integrations that meet enterprise standards for scalability, security, and performance.

This role partners closely with solution architects, engineering teams, DevOps, data teams, and third-party vendors to deliver robust technical designs, integration frameworks, and automation strategies that enable advisor-centric experiences and operational efficiency.

What you'll Do:

• Own the technical architecture for Salesforce multi-cloud implementations (FSC, Sales Cloud, Service Cloud, Marketing Cloud, and AI capabilities), ensuring alignment with enterprise standards and best practices.
• Define technical patterns for integrations (API-first, middleware, ETL) between Salesforce and enterprise systems (data lake, 3rd-party applications, legacy platforms).
• Establish and enforce coding standards, CI/CD pipelines, and DevOps practices for Salesforce development.
• Optimize platform performance, data integrity, and security through robust technical designs and governance.
• Collaborate with solution architects to translate business requirements into technical specifications and implementation plans.
• Lead technical design sessions, code reviews, and troubleshooting for complex Salesforce components.
• Implement advanced automation, orchestration, and AI-driven workflows using Salesforce Einstein and compliant Generative AI solutions.
• Ensure adherence to compliance frameworks (FINRA, SEC, GDPR) and Salesforce security models.
• Oversee technical delivery by internal dev teams and external vendors, ensuring quality and scalability.
• Maintain technical documentation, integration diagrams, and architecture blueprints.
• Lead and manage a team of developers/engineers in a high-performance environment, mentoring and growing development talent.
• Drive innovation by evaluating emerging Salesforce technologies, DevOps tools, and AI capabilities.

What You Bring:

• 8+ years of Salesforce technical architecture and development experience.
• Deep expertise in Apex, Lightning Web Components (LWC), Visualforce, and Salesforce APIs.
• Strong experience with multi-cloud implementations (FSC, Sales Cloud, Service Cloud, Data, Cloud, Marketing Cloud).
• Experience designing and implementing AI-powered solutions using Salesforce Einstein, Agent frameworks, LLM integrations, and emerging AI protocols.
• Proven ability to design and implement complex integrations using APIs, middleware, and ETL tools.
• Expertise in Salesforce security models, sharing rules, and data architecture.
• Hands-on experience with DevOps tools (Copado, Azure DevOps) and CI/CD pipelines.
• Strong knowledge of enterprise integration patterns and API-first architecture.
• Experience in wealth management, broker-dealer, or similarly regulated industries.
• Salesforce certifications preferred: Technical Architect (CTA), Application Architect, System Architect, Platform Developer I/II.
• Familiarity with compliance frameworks (FINRA, SEC, GDPR) and data governance.
• Exceptional problem-solving skills and ability to lead technical teams in a matrixed environment.
• Passion for technology innovation, automation, and AI-driven solutions.

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.


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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.