Program Manager

Program Manager

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.

Kestra Holdings is seeking a Program Manager to support our Sales & Servicing Platform, with a strong focus on Salesforce and related technologies. This role is highly visible and central to executing our enterprise Salesforce roadmap. You'll partner closely with technology, compliance, and business leaders to translate strategy into delivery—ensuring programs are aligned, well governed, and driving measurable outcomes for advisors and internal teams.

This is an ideal opportunity for a program leader who thrives in complex environments, enjoys cross functional collaboration, and is passionate about delivering scalable, advisor‑centric platform solutions.

What You'll Do:

• Execute the Salesforce & MarTech Roadmap: Support the Head of Sales & Servicing Platform Strategy in executing a multi‑year Salesforce and Marketing technology roadmap. Translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross‑Enterprise Alignment: Ensure initiatives are coordinated across Kestra Holdings' lines of business and functional teams, resolving dependencies and aligning priorities to maximize enterprise impact and driving alignment between business objectives, product strategy, and technical execution.
• Lead Program Governance & Collaboration: Facilitate cross-functional working sessions, requirements definition, and decision forums. Serve as a primary point of contact for business and executive stakeholders across technology, compliance, operations, and product teams.
• Manage Platform & Vendor Relationships: Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight to ensure solutions meet business, technical, and regulatory requirements.
• Ensure Operational Excellence: Oversee program planning, risk management, resourcing, and delivery tracking. Partners with technology and data teams on integration planning, data migrations, and release coordination while ensuring compliance and security considerations are addressed.
• Communicate with Executives: Prepare executive-ready updates, dashboards, and decision materials. Provide clear visibility into progress, risks, and outcomes while proactively managing stakeholder expectations.
• Change Management and Adoption: Support enablement efforts by helping define training, communication, and rollout strategies to drive adoption. Monitor adoption metrics and continuously optimize based on user feedback.

What You Bring:

• 5+ years of experience in program management, technology delivery, business architecture, or technology strategy—preferably within financial services, wealth management, or a regulated environment.
• Bachelor's degree in business, Finance, Technology, or a related field (MBA preferred)
• Experience managing enterprise programs in the Salesforce ecosystem, including cross functional delivery and vendor‑led initiatives.
• Strong organizational skills with the ability to manage multiple initiatives, dependencies, and stakeholders simultaneously.
• Excellent communication and stakeholder management‑ skills, including comfort working with senior and executive audiences.
• Familiarity with advisor‑centric platforms such as CRM, client portals, workflow, compliance, trading, or billing systems.
• Experience with collaboration and visualization tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.
• Proven ability to translate strategy into execution, manage ambiguity, and drive outcomes.
• Collaborative, adaptable, detail oriented, and motivated by delivering scalable, high‑impact 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.