Head of Programme Management

Program Manager – Sales & Servicing Platform

Kestra Holdings is a national provider of wealth management platforms for independent financial professionals. We are looking for a Program Manager who will support our Sales & Servicing Platform team, focusing on Salesforce and related technologies, to help translate strategy into delivery and ensure programs are aligned, well governed, and produce measurable results for advisors and internal teams.

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.

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. Partner 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. 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.

Internal Application Policy

401(k), health insurance, and a competitive benefits package.

Help clients navigate meaningful financial decisions with confidence.

Opportunities for training, development, and long‑term growth within the firm.

Tuition reimbursement for qualified expenses.

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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