Program Manager

About the role

Kestra Holdings is seeking a Program Manager to support our Sales & Servicing Platform, with a strong focus on Salesforce and related technologies. This role is highly visible and central to executing our enterprise Salesforce roadmap. You’ll partner closely with technology, compliance, and business leaders to translate strategy into delivery—ensuring programs are aligned, well governed, and driving measurable outcomes for advisors and internal teams.

Responsibilities

• Execute the Salesforce & MarTech Roadmap: Support the Head of Sales & Servicing Platform Strategy in executing a multi‑year Salesforce and Marketing technology roadmap.
• Translate strategic objectives into structured programs, milestones, and delivery plans.
• Drive Cross‑Enterprise Alignment: Ensure initiatives are coordinated across Kestra Holdings’ lines of business and functional teams, resolving dependencies and aligning priorities to maximize enterprise impact and driving alignment between business objectives, product strategy, and technical execution.
• Lead Program Governance & Collaboration: Facilitate cross-functional working sessions, requirements definition, and decision forums.
• Manage Platform & Vendor Relationships: Support platform evaluations, vendor onboarding and management, contract negotiations, and delivery oversight to ensure solutions meet business, technical, and regulatory requirements.
• Ensure Operational Excellence: Oversee program planning, risk management, resourcing, and delivery tracking.
• Communicate with Executives: Prepare executive-ready updates, dashboards, and decision materials.
• Change Management and Adoption: Support enablement efforts by helping define training, communication, and rollout strategies to drive adoption.

Requirements

• 5+ years of experience in program management, technology delivery, business architecture, or technology strategy—preferably within financial services, wealth management, or a regulated environment.
• Bachelor’s degree in business, Finance, Technology, or a related field (MBA preferred)
• Experience managing enterprise programs in the Salesforce ecosystem, including cross functional delivery and vendor‑led initiatives.
• Strong organizational skills with the ability to manage multiple initiatives, dependencies, and stakeholders simultaneously.
• Excellent communication and stakeholder management‑ skills, including comfort working with senior and executive audiences.
• Familiarity with advisor‑centric platforms such as CRM, client portals, workflow, compliance, trading, or billing systems.
• Experience with collaboration and visualization tools such as Microsoft O365, JIRA, Confluence, Lucid Suite, and Figma.

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