Kestra Holdings is looking to deliver the Advisor Platform to empower independent financial professionals and grow their businesses, while ensuring data privacy, suitability, and fiduciary obligations in the wealth management industry.
Requirements
- Modern SDLC & delivery excellence: Deep familiarity with Agile, DevOps, CI/CD, testing/automation, observability, incident response/postmortems, and reliability practices.
- Architecture & cloud: Proven experience designing and delivering large‑scale, cloud‑native platforms (AWS/Azure/GCP) with strong governance (security, reliability, observability) and cost‑of‑ownership optimization.
- Security & risk: Strong knowledge of secure coding, compliance, and risk management within technology organizations; able to embed controls throughout the SDLC.
- Stakeholder influence: Demonstrated ability to collaborate across matrixed environments and influence senior stakeholders using clear narratives and data.
- Operational judgment: Strong analytical/problem solving skills with hands on experience in incident management and issue resolution; comfort making data driven trade offs across scope, schedule, and quality.
- Financial services/regulatory literacy—deep understanding of regulatory requirements and client sensitivities (e.g., data privacy, suitability, auditability) in regulated environments.
- Experience with multi region architectures, SOCs/SOX audit readiness, or PCI/SOC 2 implementations.
Responsibilities
- Set and execute the engineering strategy for the Advisor Platform; translate business goals into a technical roadmap, operating mechanisms, and measurable outcomes (OKRs/KPIs).
- Own delivery excellence across the SDLC; standardize Agile/DevOps practices (CI/CD, testing, observability, incident/postmortems) to improve reliability, security, and maintainability.
- Establish and enforce engineering standards and controls (secure coding, data protection, change management, access governance) and carry governance accountability for quality, security, and maintainability.
- Drive architecture and modernization initiatives (cloud/platform evolution, build vs buy, legacy remediation) that increase scalability, resilience, and speed of delivery.
- Proactively identify and mitigate risk; lead incident response and root cause remediation; ensure all solutions adhere to internal standards and applicable regulatory guidelines.
- Influence peer leaders and senior stakeholders across Product, Design, Data, Operations, Security, and Compliance; provide clear narratives and metrics to guide tradeoffs and decisions.
- Maintain deep domain awareness of wealth management regulations and client sensitivities (e.g., data privacy, suitability, fiduciary obligations); partner with Compliance to keep standards current.
Other
- Bachelor’s degree in Computer Science, Engineering, or a related field (or equivalent practical experience).
- 12+ years of significant, progressively responsible experience in software engineering including 5+ years leading managers/technologists to anticipate and solve complex technical and operational challenges.
- 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.
- Must be able to work in a supportive, collaborative environment committed to professional excellence.
