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. This role will oversee the strategy, administration, and delivery of integrated multi-custodian account and investment data through the Kestra echo system.

Responsibilities

• Cross-functional Leadership: Serve as the central leader and subject matter expert for all custodian interfaces and integrations across the organization.
• Strategy formation: Develop and continuously refine a comprehensive strategy to maximize the value of custodian data across all business lines.
• Commercial validation: Leverage in-depth knowledge of custodian data sources, formats, and capabilities to identify and validate business problems and opportunities.
• Operational Oversight: Provide day-to-day operational oversight of custodian feed file deliveries, monitoring for delays, errors, and performance issues, while driving timely remediation.
• Process & Procedures: Design, implement, and govern a centralized administrative framework for enabling, transmitting, and offboarding custodian data to internal and external downstream consumers across all business lines.
• Compliance & Risk Management: Partner closely with compliance and risk management functions to fully understand and incorporate their data requirements, ensuring the use of consistent, authoritative sources of custodian data.
• Stakeholder Collaboration: Collaborate closely with leaders in data governance, data engineering, technology, and product management to prioritize initiatives and successfully deliver solutions within the Kestra technology ecosystem.
• Technology Integration: Maintain expert knowledge of wealth technology vendors and platforms serving wealth management firms, with a focus on their data requirements and integration needs.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or Software Engineering.
• 2+ years experience in technical product management in an Agile environment.
• 5+ years of experience in wealth management, investment operations, or trading.
• Deep understanding of RIA/wealth advisory operations, portfolio management, performance reporting, fee billing, compliance, tax-aware strategies, and client/advisor workflows in multi-custodial environments.
• Proven hands-on knowledge of custodian data feeds, APIs, file formats, aggregation platforms, data normalization/reconciliation, MDM/medallion architectures, and integration challenges across custodians.
• Strong experience in agile product management, roadmap prioritization, stakeholder management, user story writing, A/B testing, and driving adoption/revenue outcomes.
• Ability to balance business value with technical feasibility.
• Familiarity with modern tech stacks and tools for portfolio accounting or wealth tech.

Benefits

• 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.