{"id":1684481,"url":"https://alion.io/job/kestra-financial-director-advisor-technology-integrations","title":"Director, Advisor Technology Integrations","company":{"id":2139184,"name":"Kestra Financial","domain":"kestrafinancial.com","url":"https://alion.io/company/kestrafinancial","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":96,"open_postings":35,"ghost_share":0,"stale_share":0.171,"repost_share":0,"time_to_fill_p50_days":51,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Leadership","role_family":"Leadership","seniority":"head","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":155000,"max_usd":291000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2576},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Confluence","optional":false},{"name":"Jira","optional":false},{"name":"Smartsheet","optional":false}],"status":"live","first_seen_at":"2026-08-27T08:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-22T20:22:06Z","board_verified":true,"closed_at":null,"days_open":56,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":55},"description":"Lead with Purpose. Partner with Impact. \nKestra Holdings is seeking a Director of Technology Integration to lead technology strategy, due diligence, and post-acquisition integration across our growing network of acquired firms.\nThis leader will be responsible for defining and executing the technology integration playbook that enables operational scale, advisor success, and long-term enterprise value creation. The role requires a combination of strategic thinking, technology leadership, M&A experience, vendor management, and execution discipline.\nAs the technology leader for M&A integrations, you will partner closely with Executive Leadership, Corporate Development, Operations, Compliance, Security, Product, and Engineering teams to evaluate acquisition opportunities, assess technology risk, and drive firms onto a common technology ecosystem. This individual will play a critical role in reducing complexity, improving advisor experience, and accelerating the realization of acquisition synergies.\nThe ideal candidate has deep experience leading technology transformations, integrating acquired businesses, and influencing senior stakeholders while balancing business objectives, operational realities, and technical requirements.\n\nWhat you’ll Do: \nM&A Technology Strategy & Due Diligence\nLead all technology due diligence activities for prospective acquisitions.\nAssess target firms' technology ecosystems, infrastructure, cybersecurity posture, data architecture, vendor relationships, and operational maturity.\nIdentify integration risks, technical debt, contractual obligations, and scalability concerns that may impact transaction value or execution.\nPartner with Corporate Development and Executive Leadership to provide recommendations on technology-related acquisition risks and opportunities.\nDevelop integration cost estimates, synergy models, and technology transformation roadmaps to support investment decisions.\nTechnology Integration Leadership\nOwn the technology integration strategy for acquired firms from deal close through full operational integration.\nDevelop and continuously improve the M&A technology integration framework, governance model, and playbooks.\nEstablish integration priorities that balance advisor experience, operational efficiency, security, and business outcomes.\nLead complex migration initiatives involving CRM, portfolio management, financial planning, reporting, security, infrastructure, data platforms, and advisor-facing applications.\nEnsure acquisitions are successfully transitioned to Bluespring and Kestra preferred technology standards while minimizing disruption to advisors and end clients.\nEnterprise Architecture & Platform Consolidation\nDefine future-state technology architectures that support scale, growth, and advisor productivity.\nDrive platform rationalization and vendor consolidation efforts to reduce technology complexity and operating costs.\nEstablish standards for data integration, API frameworks, cybersecurity controls, and platform interoperability.\nEvaluate emerging technologies and identify opportunities to modernize the advisor technology experience.\nVendor & Strategic Partner Management\nLead technology vendor evaluations, selection processes, contract negotiations, and ongoing governance.\nBuild executive relationships with strategic technology partners.\nHold vendors accountable to roadmap commitments, service levels, implementation quality, and business outcomes.\nDrive cost optimization initiatives while ensuring advisor needs and business requirements are met.\nProgram Leadership & Governance\nServe as executive sponsor for technology integration programs and cross-functional initiatives.\nEstablish executive-level reporting, integration scorecards, milestones, and risk management processes.\nLead steering committee discussions and provide regular updates to senior leadership.\nCreate visibility into integration progress, dependencies, risks, and mitigation plans.\nLeadership & Team Development\nBuild, mentor, and develop a high-performing team of integration leads, architects, consultants, project managers, and technology specialists.\nFoster a culture of accountability, execution, partnership, and continuous improvement.\nInfluence leaders across Product, Technology, Operations, Compliance, and Advisor Technology organizations.\nAct as a trusted advisor to executives and business stakeholders on technology strategy and integration decisions.\n\nWhat You Bring: \nBachelor's degree in Information Technology, Computer Science, Engineering, Business, or related field.\nMBA, advanced technical degree, or relevant industry certifications preferred.\n8-10+ years of progressive technology leadership experience, including experience leading large-scale enterprise technology initiatives.\n5+ years of technology integration, transformation, or mergers and acquisitions experience.\nProven success leading cross-functional teams through complex organizational and technology change.\nExperience evaluating, implementing, and optimizing advisor technology platforms, including CRM, portfolio accounting, financial planning, custodial integrations, and data platforms.\nDemonstrated experience managing strategic vendor relationships and negotiating enterprise technology agreements.\nExperience presenting recommendations and business cases to executive leadership teams.\nWealth Management, RIA, FinTech, or Financial Services experience strongly preferred.\nLeadership Characteristics\nStrategic thinker with the ability to connect technology decisions to business outcomes.\nStrong executive presence and ability to influence at all levels of the organization.\nExceptional communication skills with the ability to translate technical concepts into business language.\nBias for action and proven ability to drive initiatives from strategy through execution.\nAbility to lead through ambiguity and navigate complex organizational environments.\nStrong relationship builder who creates alignment across diverse stakeholders.\nDecisive leader who balances speed, risk, and long-term value creation.\nHigh degree of accountability, ownership, and personal integrity.\nContinuous learner with a passion for innovation and operational excellence.\nDemonstrated ability to build and lead high-performing teams.\nTechnical & Business Skills\nDeep understanding of enterprise architecture, integrations, APIs, data migration, cybersecurity, and cloud technologies.\nStrong program and portfolio management experience.\nExpertise in technology due diligence, integration planning, and post-merger execution.\nExperience with Jira, Confluence, Smartsheet, and modern project delivery frameworks.\nStrong financial acumen with the ability to evaluate technology investments, business cases, and total cost of ownership.\nProven ability to balance advisor experience, business priorities, and technical requirements.","description_format":"text","description_chars":6881,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Information Security","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-02T10:07:03Z"},{"event":"close","at":"2026-10-14T19:08:45Z"},{"event":"reopen","at":"2026-10-20T05:50:36Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 6 · green card filings: 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