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Manager, Advisor Platform Production Support and Integrations

Kestra Holdings

Austin, TX

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JOB DETAILS
SKILLS
Analysis Skills, Application Programming Interface (API), Budgeting, Business Growth, Change Management, Communication Skills, Computer Science, Consulting, Continuous Improvement, Corrective Action, Cross-Functional, Customer Support/Service, Delivery Management, Equal Employment Opportunity (EEO), Establish Priorities, Financial Policies, Financial Regulations, Financial Services, Genetics, ITIL (IT Infrastructure Library), Incident Management, Incident Response, Information Technology & Information Systems, Information/Data Security (InfoSec), Integration Testing, Leadership, Metrics, Network Operations Center, On Call, Operational Support, Operations Security (OPSEC), Performance Analysis, Performance Management, Performance Metrics, Process Improvement, Product Management, Product Planning, Product Strategy, Product Support, Production Support, Production Systems, Quality Assurance Methodology, Reimbursement, Release Management/Engineering, Reporting Dashboards, Rich Internet Application (RIA), Root Cause Analysis, Securities Investments, Service Level Agreement (SLA), Team Player, Test Patterns, Test Requirements, Tuition Reimbursement, Vendor/Supplier Evaluation, Vendor/Supplier Management, Wealth Management
LOCATION
Austin, TX
POSTED
Today
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

Kestra is seeking a strategic, execution-oriented Product Manager to own Platform Production Support and Platform Integrations with third-party vendors. This role blends product management and operational leadership-driving platform reliability, supportability, and service health while shaping an integrations roadmap that enables business capabilities through secure, scalable vendor connectivity.

You will partner with engineering, operations, security/compliance, and business stakeholders to establish clear support models, operational metrics (SLA/SLO/SLI), and continuous-improvement mechanisms (runbooks, problem management, root-cause analysis). You will also lead the end-to-end integration lifecycle with external vendors-from intake and prioritization to technical requirements, testing/certification, release readiness, and ongoing performance management.

What you'll Do:
  • Own the platform production support product vision and roadmap, aligning reliability and support outcomes with corporate objectives and measurable business impact.
  • Define and evolve the production support operating model (intake, triage, escalation, incident communications, and handoffs across engineering, service desk, and business teams).
  • Establish and manage reliability metrics (SLAs/SLOs/SLIs), error budgets, and health dashboards; regularly report service performance and improvement plans to stakeholders.
  • Lead incident and problem-management practices including severity definitions, on-call readiness, post-incident reviews, root-cause analysis (RCA), and tracking corrective/preventive actions to completion.
  • Own the platform integrations roadmap with third-party vendors, including intake/prioritization, functional and non-functional requirements, and value measurement.
  • Manage vendor integration delivery and operations: API/contract standards, security and compliance reviews, testing/certification, release readiness, change management, and ongoing vendor performance (availability, latency, defects, and support responsiveness).
  • Proven ability to lead product strategy and execution while operating effectively in a production environment (tradeoffs, prioritization under pressure, and crisp decision-making).
  • Strong understanding of production support disciplines (incident, problem, and change management) and familiarity with SRE/ITIL concepts.
  • Experience delivering platform integrations with third-party vendors, including APIs, data exchange patterns, and integration testing/certification practices.
  • Strong stakeholder management and incident communications skills, with the ability to translate technical issues into clear business impact and updates.
  • Demonstrated ability to create operating mechanisms (runbooks, playbooks, support workflows) and drive continuous improvement through data and retrospectives.
  • Vendor-management skills, including partnering on roadmaps, setting expectations, and holding vendors accountable to service levels and remediation timelines.
  • Strong analytical skills with experience defining and monitoring KPIs (availability, incident trends, MTTR, defect escape rate, integration throughput, and adoption).
  • Ability to partner deeply with engineering on architecture tradeoffs (resiliency, observability, scalability) and to influence without formal authority across multiple teams.

What You Bring:
  • 5+ years of product management experience, with demonstrated delivery of platform capabilities in a cross-functional environment.
  • Bachelor's degree or equivalent work experience in Business, Information Systems, Computer Science, or related field (advanced degree a plus).
  • Experience partnering with production support, NOC/service desk, or SRE/operations teams; comfort participating in incident response and driving post-incident improvements.
  • Experience delivering and operating third-party integrations (vendor management, API/data contracts, security/compliance reviews, and release/change management) strongly preferred.

Internal Application Policy:

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.

Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

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Lead with purpose. Apply now and help shape the future of Kestra.

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

About the Company

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Kestra Holdings

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