Director, BI and Advance Analytics

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. The company combines advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support.

About the Role

Kestra Financial is seeking a strategic, business‑focused leader to direct enterprise Business Intelligence, Advanced Analytics, and AI. This role will lead the analytics strategy, Tableau Next capabilities, semantic modeling, executive and board reporting, AI‑driven insights, and decision‑intelligence initiatives that power growth across the organization.

Key Leadership Responsibilities

• Shape decisions that drive advisor growth, client acquisition, operational efficiency, and enterprise transformation.
• Lead initiatives using Tableau Next, Databricks Lakehouse, governed semantic models, Generative AI, and Decision Intelligence.
• Partner directly with executive, line‑of‑business, and technology leaders to deliver measurable outcomes.
• Lead and develop BI, analytics engineering, analytics product, and advanced analytics capabilities.
• Modernize wealth‑management analytics and help establish an AI‑enabled, data‑driven organization.
• Define and execute an enterprise Analytics and AI roadmap aligned to advisor growth, client experience, operational efficiency, and business performance; prioritize predictive, prescriptive, Generative AI, and Agentic AI use cases and establish value measures.
• Own Tableau Next strategy and delivery of executive dashboards, board reporting, operational scorecards, and self‑service analytics; lead enterprise semantic models and reusable business metrics on the Databricks Lakehouse platform.
• Serve as a trusted advisor on advisor performance, recruiting effectiveness, retention, practice growth, asset flows, profitability, client acquisition, compliance, and supervision; partner across Finance, Operations, Product, Compliance, and Field Leadership to turn analytical findings into business action.
• Accountable for analytics product strategy, business outcomes, user adoption, and value realization; collaborate with Data Governance, Data Engineering, Data Products & Architecture, and Data Science, Security & Compliance to ensure KPI definitions, data ownership, quality rules, metadata, lineage, access controls, and responsible AI requirements.
• Assume leadership of Kestra’s existing BI and analytics delivery capability; assess current skills, capacity, role clarity, and ways of working; create a cohesive operating model spanning BI development, analytics engineering, advanced analytics, and analytics product management.
• Mentor leaders and individual contributors; establish career paths, training, succession readiness, and a culture of innovation, accountability, and collaboration; develop future capacity and talent plans aligned to demand and value realization.
• Provide strategic oversight of Tableau Next, enterprise reporting architecture, semantic modeling, and metric governance; leverage Databricks Lakehouse and Azure to enable scalable analytics and AI workloads; establish standards for data quality, metadata, governance, lineage, performance, and reliability.

Qualifications

• 12+ years of experience in Business Intelligence, Analytics, Data, or Decision Intelligence, including 5+ years leading enterprise analytics organizations.
• Deep expertise in Wealth Management, Financial Services, Broker‑Dealer, RIA, Custodial, Asset Management, or Investment Advisory businesses.
• Proven success building BI and Analytics capabilities and influencing senior executives through data‑driven recommendations.
• Strong knowledge of wealth operations, advisor lifecycle, AUM/AUA, NNA, recruiting, retention, practice management, revenue, and profitability analytics.
• Exceptional communication, executive presence, people leadership, and cross‑functional delivery skills.

Preferred Experience

• Tableau Next/Tableau and Databricks Lakehouse; Azure.
• Semantic layer, business glossary, and KPI standardization.
• Executive and board scorecards.
• Advanced Analytics, Generative AI, Agentic AI, or Decision Intelligence programs.
• Experience within a leading wealth‑management platform, custodian, broker‑dealer, asset manager, or large RIA.
• MBA or relevant advanced degree.

Success Metrics & Outcomes

• Measurable improvement in advisor productivity and contribution to AUM, AUA, NNA, revenue, or operating outcomes.
• Adoption of Tableau Next, standardized KPIs, governed semantic models, self‑service analytics, and reusable enterprise data products.
• Production deployment of high‑value AI use cases with responsible controls, user adoption, and quantified benefits.
• High‑performing, scalable team with strong engagement, delivery discipline, and succession readiness.

Benefits

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k), health insurance, and a comprehensive benefits package.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long‑term growth within the firm.
• Tuition reimbursement for qualified expenses.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra, and a minimum of 1 year in the current role unless approved by the EVP.