Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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.
Lead with Purpose. Partner with Impact.
This is an exciting role at Kestra Financial that will give you a great opportunity to achieve a set of high visibility and business critical initiatives. Your primary focus is to guide performance, collaboration, and execution while working constructively within the team and with members of the organization.
What you’ll Do:- Support multiple Scrum teams maintaining Kestra’s Sales & Servicing technology including Salesforce, Kestra’s public websites, and other applications
- Use Agile ceremonies that produce the benefits intended by the Agile framework, including planning of releases, removing impediments, providing guidance, and supporting Agile teams to provide high-quality products using inspect and adapt cycles.
- Accelerate the learning and growth of one or more distributed Agile teams in developing a lean-Agile mindset, improving practices, and guiding them to more predictable delivery of high-quality products.
- Oversee the use of an accurate, complete, readable, single source for artifacts and workflow information that we need to engage in planning, observe/monitor work in progress, and measure the inspect and adapt cycle at the scrum team level.
- Manage full alignment across dependent teams within a release train; manage risks and dependencies such that all parties are aligned with delivery strategy and sequence. Drive over-communication as necessary to ensure a shared understanding of dependencies.
- Proactively identify and communicate impediments to expedite resolution.
- Promote scrum team accountability for ensuring the sprint commitment is less than / very close to the average velocity over the last four sprints, maximizing the likelihood of delivery on sprint.
- Solid foundational knowledge of Salesforce..
- Deep understanding of Atlassian suite (Jira, Confluence) with a strong focus on metrics, dashboards and reporting.
- Hands-on experience with Agile software development methodologies, values, and procedures.
- Significant experience working with Agile methodologies on large-scale, technically complex projects for a large enterprise.
- Thorough understanding of the software development life cycle.
What You Bring:- 5+ years’ Scrum Master experience.
- 3+ years’ experience working with Salesforce, preferably in a BA and/or Scrum Master role.
- Experience working in the financial industry and aware of basic financial concepts.
- Prior programming experience is a huge plus.
- Experience taking business requirements and writing technical requirements using BDD.
- Scrum and Kanban experience, working with distributed teams across multiple time zones.
Internal Application 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 to support you:- 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
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.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITELinkedIn: https://www.linkedin.com/company/kestra-financialApply Today
Lead with purpose. Apply now and help shape the future of Kestra.
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.