Tech Advisor Platform Management - Business Analyst

Business Analyst

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionalsincluding traditional and hybrid RIAsto 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 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
• 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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