Senior Strategic Implementation Manager

What You’ll Do

• Own the end-to-end governance and planning that results in successful delivery of priority investment product launches (e.g., alternative investment solutions, insurance products, or curated offerings) and strategic platform implementation initiatives (new advisory revenue vertical, investment program redesign, etc) from concept through post-launch optimization and benefits realization.
• Lead the coordination and execution of comprehensive launch campaigns, aligning go-to-market activities including sales enablement, marketing communications, advisor training and onboarding programs, distribution strategy, and adoption tracking to drive rapid uptake and sustained engagement.
• Establish and maintain a prioritized portfolio of strategic initiatives for Investment Platforms & Products; drive rigorous sequencing, capacity alignment, funding discipline, and proactive trade-off decisions (scope, timeline, resources, investment) aligned to Kestra’s business objectives and growth priorities.
• Partner with Product Management to translate product strategy and roadmap into executable implementation plans with clear milestones, dependencies, and success criteria.
• Support Wealth Management platform and product leads by facilitating high-performing cross-functional project teams and workstreams involving: Technology, Compliance & Legal, Business, Operations & Finance.

What You Bring

• 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.
• 3-5+ years of progressive leadership experience in strategic program/portfolio management, product implementation, launch execution, or enterprise transformation roles within wealth management, RIA platforms, investment product development, fintech, asset/wealth platforms, or similarly complex, regulated financial services environments.
• Demonstrated success leading multiple end-to-end launches of investment products or major platform capabilities, including coordination across technology builds, compliance/regulatory approvals, and go-to-market execution.
• Direct experience with alternatives/private markets access, model portfolios, structured solutions, or advisor-facing technology platforms within a broker dealer organization is strongly preferred.
• Track record of successfully implementing or significantly maturing agile delivery practices (Scrum, Kanban, SAFe, hybrid, or tailored approaches) in product development or regulated contexts, with quantifiable improvements in predictability, velocity, and time-to-value.

Qualifications

• Series 7, 63 or 66 required within 2 years. Series 65 preferred.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

• Serve
• Make it Happen
• One team