{"id":2017862,"url":"https://alion.io/job/kestra-holdings-operations-data-operations-integration-lead","title":"Operations - Data & Operations Integration Lead","company":{"id":3865512,"name":"Kestra Holdings","domain":"kestraholdings.com","url":"https://alion.io/company/kestraholdings","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":15,"ghost_share":0,"stale_share":0.2,"repost_share":0,"time_to_fill_p50_days":43,"computed_at":"2026-10-23T05:54:15Z"}},"role":"Solutions","role_family":"Solutions","seniority":"lead","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":118000,"max_usd":246000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":610},"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Alteryx","optional":false},{"name":"Apache Kafka","optional":false},{"name":"Clarity","optional":false},{"name":"ETL/ELT","optional":false},{"name":"Fivetran","optional":false},{"name":"Informatica","optional":false},{"name":"Matillion","optional":false},{"name":"Talend","optional":false}],"status":"live","first_seen_at":"2026-07-16T08:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-23T04:55:59Z","board_verified":true,"closed_at":null,"days_open":98,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":98},"description":"Lead with Purpose. Partner with Impact. The Data & Operations Integration Lead will own the end-to-end data readiness, cleanup, and migration process as firms move from legacy systems into our enterprise platforms in partnership with resources from IT. The role is ideal for someone who enjoys working at the intersection of technology, data, and operations in a fast-paced, acquisition-driven environment. \nThe Data & Operations Integration Lead is responsible for ensuring that data from acquired RIAs is accurately prepared, validated, and migrated into the firm’s standardized technology ecosystem. This role will spearhead data cleanup efforts, coordinate migrations across multiple systems, and work cross-functionally to ensure seamless transitions with minimal disruption to advisors and clients. In addition to integration execution, this role will help shape scalable, standardized data and operational processes that support ongoing growth and future acquisitions. \nThis individual will act as the central point of accountability for data integrity and migration execution, partnering closely with internal platform teams, external vendors, and acquired firms. \n\nWhat You’ll Do:\nLead data discovery, mapping, cleanup, and migration activities for acquired RIAs transitioning into the corporate RIA. \nOwn end-to-end data readiness planning to ensure legacy data is in a clean, consistent, and migration-ready state prior to system conversions. \nExecute and oversee data migrations across key advisor platforms, including: \nClient Relationship Management (CRM) \nInvestor / Client Portals \nPerformance Reporting \nTrading and Portfolio Management systems \nValidate data accuracy, completeness, and integrity before and after migrations. \nServe as the primary technology and data integration partner for newly acquired firms. \nAssess existing RIA technology stacks data structures to identify risks, gaps, and dependencies. \nCoordinate migration timelines and dependencies across internal teams and external technology providers. \nEnsure smooth advisor and staff experience throughout the transition process. \nHelp develop and refine repeatable, scalable data migration and integration processes. \nIdentify opportunities to improve data quality standards and ongoing data governance practices. \nPartner with platform, compliance, and operations teams to ensure migrations align with regulatory and security requirements. \nSupport adoption of standardized systems and best practices following migration. \nPartner with Platform, Technology, and Shared Services teams to help design and implement standardized operational and data processes as new enterprise technology is introduced into the common tech stack. \nSupport the definition of data standards, workflows, and integration requirements for new systems prior to rollout. \nEnsure new enterprise tools are implemented in a way that supports scalability, data integrity, and repeatable onboarding for future acquisitions. \nDocument data flows, integration dependencies, and operational processes to support consistency and knowledge transfer. \nAct as a bridge between product, technology, and operations to ensure data readiness and adoption are addressed early in the implementation lifecycle. \n\nWhat You Bring:\n6+ years of related experience in wealth management, fintech, financial services operations, or related fields. \nBachelor’s degree in related field required \nCDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred. \nDirect experience with advisor technology platforms such as Salesforce, Redtail, Orion, Black Diamond, Addepar, Tamarac, or similar systems strongly preferred. \nDemonstrated experience leading or supporting data migrations, platform integrations, or system conversions. \nFamiliarity with RIA regulatory considerations (SEC) and data security best practices. \nExperience supporting enterprise platform implementations or major system transformations within a wealth management or financial services environment preferred. \nFamiliarity with integration concepts such as APIs, data mapping, ETL processes and tools (Informatica, Talend, Matillion, Fivetran), or vendor-led conversions a plus (hands-on technical development not required). \nFamiliarity with data cleansing and quality tools (integrate.io, DemandTools, TIBCO Clarity), Analysis and QA platforms (Alteryx, Mammoth Analytics), Streaming/CDC systems (Kafka, Debezium)","description_format":"text","description_chars":4429,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"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":"2026-10-07T13:14:06Z"},{"event":"close","at":"2026-10-14T20:36:52Z"},{"event":"reopen","at":"2026-10-20T06:03:47Z"}],"visa":[],"liveness":{"score":17,"band":"cold","label":"Long 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