{"id":2899511,"url":"https://alion.io/job/kestra-financial-director-technology-services-2","title":"Director, Technology Services","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":95,"open_postings":36,"ghost_share":0,"stale_share":0.194,"repost_share":0,"time_to_fill_p50_days":51,"computed_at":"2026-10-24T06:02:35Z"}},"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":["Rio de Janeiro, Brazil"],"countries":["BR"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":162000,"max_usd":304000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2576},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"IAM","optional":false}],"status":"live","first_seen_at":"2026-10-15T08:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-24T12:05:21Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"Lead with Purpose. Partner with Impact. \nThe Director, Technology Services leads the team responsible for enabling advisors and firms across the Kestra platform ecosystem by executing core setup, provisioning, and stabilization activities during onboarding, and throughout the advisor lifecycle. This role operates as service function including initial request intake, case assignment and ensuring advisors are properly enabled on required platforms. Team performs first tier issue diagnosis, including resolution where possible, or work is advanced efficiently in partnership with downstream technology platform, product, Identity & Access Management, and vendor teams. The role emphasizes operational stability, advisor experience, SLA performance, and disciplined service execution. \nWhat You’ll Do: \nLead the Technology Services team responsible for advisor and firm setup, configuration, and stabilization across supported platforms. \nOwn team adherence to SLAs by enforcing execution discipline, monitoring aging cases and dependencies, and intervening quickly to prevent service degradation. \nExecute and oversee activities during advisor onboarding with Kestra transition department, and ongoing business-as-usual support for advisors and firms. \nServe as the escalation point for complex enablement issues requiring advanced analysis, coordination, or advisor communication. \nEnsure accurate diagnosis and qualification of issues prior to submission to platform, product, IAM, or vendor teams. \nOwn service execution discipline including SLAs, case aging, documentation standards, and advisor communication quality. \nPartner with Client Service, Advisor Transitions & Onboarding, IAM, Cybersecurity, Product, and technology platform teams to ensure clear ownership and effective handoffs. \nEstablish and maintain standards, checklists, and readiness criteria for supported platforms and services. \nAnalyze service trends, root causes, and recurring issues to inform process improvements and upstream fixes. \nDevelop team capability through coaching, training, documentation, and performance management. \nPrepare and deliver operational reporting on backlog health, SLA trends, resolution timelines, and dependency drivers. \nSupport service model evolution following stabilization, including automation, intake improvements, and scalability initiatives. \nEnsure all activities are conducted in accordance with regulatory, compliance, and information security requirements. \nOther duties as assigned. \nWhat You Bring: \nBachelor’s degree required, in areas of technology, computer science, business or finance preferred. \n5+ years of team leadership experience. \nMinimum of 5–7 years of experience in client service, operations, or technology support roles. \nExperience in financial services and/or wealth management is strongly preferred. \nStrong operational leadership experience in advisor-facing, technology-adjacent service environments. \nHigh proficiency navigating complex platform ecosystems, integrations, and access models. \nDemonstrated ability to stabilize operations, enforce discipline, and improve service performance. \nExcellent written and verbal communication skills with advisors, leaders, and cross-functional partners. \nAbility to diagnose issues, separate signal from noise, and drive work forward efficiently. \nExperience partnering across IAM, cybersecurity, product, engineering, and vendor teams. \nComfort working in ambiguity with a bias toward clarity, structure, and execution. \nStrong analytical skills with experience using data to inform decisions and improvements. \nDirectly supervises Technology Enablement Analysts and Specialists. Responsible for coaching, performance management, workload prioritization, and skill development.","description_format":"text","description_chars":3770,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":5,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-20T05:50:36Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 6 · green card filings: 1","filings_12m":6,"filings_prev_12m":3,"green_card_filings_12m":1,"median_offered_wage_usd":138214,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":8,"expected_fill_days":51,"reasons":["conf:2","velocity","win:early"],"computed_at":"2026-10-24T06:02:35Z"},"pay":null,"html_url":"https://alion.io/job/kestra-financial-director-technology-services-2","json_url":"https://alion.io/job/kestra-financial-director-technology-services-2.json","meta":{"generated_at":"2026-10-24T14:17:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":20512,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2139184},"rest":"https://alion.io/mcp/rest/get_company?id=2139184"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkestra-financial-director-technology-services-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkestra-financial-director-technology-services-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkestra-financial-director-technology-services-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/kestra-financial-director-technology-services-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkestra-financial-director-technology-services-2"}]}