Product Manager, Advisor Insights

ABOUT US:

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.

Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.

Kestra is seeking a strategic and customer-focused Product Manager to guide the strategy, development, and execution of our new customer-facing analytics solution, Advisor Insights. As the product lead, you will play a pivotal role in evolving Advisor Insights from a Beta tool into a fully scaled, high-impact product. This role will manage a Product Owner, lead a dedicated scrum team, and collaborate across the organization to continuously enhance the tool, expand its capabilities, and align with the broader vision of delivering actionable insights and AI-driven solutions that support our customers in running their businesses.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:

• Partner with leadership to define and manage an outcomes-based roadmap, defining business cases that drive user value and deliver on a positive product ROI.
• Set, monitor, and report on product KPI’s, driving adoption and identifying opportunities to retain or grow the customer base and improve user sentiment.
• Incorporate advanced analytics, insights, and AI capabilities to guide advisors in making data-driven decisions.
• Collaborate with cross-functional teams including Technology, Operations, Marketing, Sales, and Finance to streamline end-to-end processes.
• Serve as the voice of the customer, gathering feedback to prioritize features and improvements that maximize value for financial advisors.
• Manage a Product Owner and provide clear guidance to the scrum team, ensuring successful delivery of product enhancements in an Agile environment.
• Collaborate with engineering, design, data science, and business teams to deliver impactful product features.
• Act as the primary advocate and evangelist for Advisor Insights, communicating its value and vision to internal and external stakeholders.
  
  

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

• Positive, energetic attitude with a passion for building impactful, customer-focused products.
• Proven ability to lead product vision, strategy, and execution in an Agile environment.
• Strong understanding of financial advisory businesses, wealth management, and data-driven decision-making.
• Experience with data platforms, actionable insights, and incorporating advanced analytics or AI into product roadmaps.
• Exceptional customer-centric mindset with the ability to translate customer needs into actionable product solutions.
• Excellent communication and storytelling skills, with the ability to engage stakeholders across technical and non-technical audiences.
• Experience managing and mentoring product teams, fostering collaboration, and driving accountability.
• Comfort working in a fast-paced, dynamic environment, balancing strategic thinking with hands-on execution.
• Naturally curious and committed to continuous learning, with a desire to stay at the forefront of product and technology trends.
• Strong analytical and problem-solving skills, with a focus on delivering measurable outcomes.
• Proven ability to map and optimize user journeys, ensuring seamless and intuitive experiences that align with customer needs and business objectives.
• General knowledge of product development and management processes including agile and scrum.
  
  

SUPERVISORY RESPONSIBILITIES: Yes; Product Owner

EDUCATION AND/OR EXPERIENCE:

• Master’s degree in Business, Analytics, or related field
• Minimum of 5 years of experience in product development and leadership roles.
• Experience with Agile/Scrum methodologies preferred
• Financial Services/Wealth Management industry experience a plus
  
  

CERTIFICATIONS, LICENSES, REGISTRATIONS:

• None
  
  

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in an office environment well lit.
• Ability to lift up to 20 pounds.
• Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.
  
  

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

INTERNAL APPLICANT POLICY:

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

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.