Director, Custodian Operations and Strategy
About the role
Kestra Financial is a wealth management platform 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. This role will oversee the strategy, administration, and delivery of integrated multi-custodian account and investment data through the Kestra echo system. This role will support Kestra’s data governance program, clearing operations, wealth portfolio management platforms, CRM integrations, revenue management solutions, business intelligence tools, and other downstream consumers of custodian data. The ideal candidate brings deep wealth management business expertise with hands-on technical experience in custodian aggregation with a strong product management mindset. The candidate understands the complexities of multi-custodian and clearing environments (e.g., Schwab, Fidelity NFS, Fidelity IWS, DTCC, DST, DAZL, Plaid, Yodlee, and others), understands the investment products and securities represented in the custodian data, translates business needs into clear requirements, and leads cross-functional initiatives to enhance platform capabilities, improve advisor/client experiences, and support scalable growth in a competitive fintech/wealthtech landscape.
Responsibilities
- Serve as the central leader and subject matter expert for all custodian interfaces and integrations across the organization.