Job Description
Overview: Kestra is seeking a Director of Product Management, Advisor Technology Ecosystem to lead the strategy, selection, and integration of wealth tech solutions across our platforms. This leader will shape Kestra’s technology roadmap, oversee integrated partner applications, and ensure our advisors have access to a best‑in‑class digital ecosystem.
What You’ll Do:
Strategic Vision
- Drive the vision and execution of Kestra’s advisor technology strategy, with a focus on innovation and scalability.
- Evaluate, select, and integrate Wealthtech tools that enhance advisor productivity, client engagement, and operational efficiency.
- Partner with executive leadership to align technology strategy with firm‑wide business objectives.
Leadership & People Management
- Recruit, develop, and inspire a team of product owners and consultants, fostering a culture of accountability, collaboration, and innovation. You’ll provide clear direction, set priorities, and create professional growth opportunities that empower your team to deliver exceptional results.
Product Management & Delivery
- Lead the integration of third‑party Wealthtech solutions into the advisor platform, ensuring interoperability, scalability, and security.
- Oversee vendor relationships, QBRs, contract negotiations, and performance management.
- Establish KPIs to measure adoption, satisfaction, and ROI of technology investments.
- Drive continuous improvement through advisor feedback loops and market research.
Organization Leadership
- Build and cultivate a team of product owners and consultants dedicated to continuous improvement of advisor and investor technology capabilities.
- Foster a culture of accountability, innovation, and collaboration.
- Provide clear direction, prioritization, and professional development opportunities.
Cross‑Functional Collaboration
- Partner with Technology, Operations, Compliance, and Advisor Experience teams to ensure smooth deployment and support of tools.
- Act as the voice of the advisor in all product decisions, balancing business needs with user experience.
- Communicate product strategy and progress to senior stakeholders.
What We’re Looking For:
- 7+ years of product management experience, with at least 5 years in a leadership role.
- Strong background in wealth management technology (wealthtech), including CRM, portfolio management, financial planning, and reporting tools.
- Proven track record of vendor evaluation, selection, and integration.
- Demonstratable experience managing and scaling product teams.
- Excellent communication, executive presence, vendor negotiation, and stakeholder management skills.
- Strong analytical mindset with ability to balance strategic vision and execution detail.
- Experience using Confluence, Jira, Lucid Suite.
- Business, Finance, Technology, or related field (MBA preferred).