Senior Product Manager, Salesforce

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.

In this senior role, you will own a Salesforce product domain, influence cross-functional strategy, and serve as a thought leader in how Salesforce can elevate the Kestra advisor and client experience. You will partner closely with senior leaders, architects, developers, and business owners to shape the platform’s long-term trajectory and guide delivery of high-impact initiatives.

What you’ll do:

• Define and continuously evolve the strategic vision for the Salesforce Platform, ensuring strong alignment with Kestra’s business goals and advisor experience strategy.
• Develop and maintain a multi-year product roadmap spanning Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven capabilities.
• Identify, evaluate, and prioritize opportunities to leverage AI, analytics, and automation to enhance advisor servicing, onboarding, case management, and sales processes.
• Serve as a senior product leader and trusted advisor across the Digital Technology organization and business units.
• Partner with senior leadership across business groups to understand strategic objectives and pain points.
• Lead executive-level discovery, journey mapping, persona definition, and data analysis to inform priority decisions.
• Communicate product decisions, tradeoffs, dependencies, and value to senior stakeholders with clarity and influence.
• Own and maintain a refined, strategic backlog aligned to roadmap, business value, and platform governance standards.
• Collaborate with Solution Architects and Technical Leads to define scalable solutions grounded in best practices and platform reuse.
• Guide Agile ceremonies, ensure delivery quality, support UAT execution, and steward the platform through release cycles.
• Oversee vendor engagement and delivery quality for any third-party partners supporting roadmap execution.
• Champion platform standards related to data quality, security, system architecture, integration patterns, and documentation.
• Drive KPIs and analytics to monitor platform performance, operational efficiency, and user adoption.
• Partner with enablement teams to ensure change management best practices are followed and executed to drive adoption.

What you’ll need:

• 7+ years of experience in product management, Salesforce platform ownership, or business technology leadership.
• Deep expertise with Salesforce Sales Cloud and Service Cloud; experience with FSC, Advisor and Client 360 models.
• Proven experience building and executing multi-year product roadmaps for enterprise Salesforce platforms.
• Strong ability to translate business strategy into technical priorities and actionable product requirements.
• Excellent communication skills, including comfort presenting to senior executives and cross-functional groups.
• Demonstrated experience operating in Agile/Scrum environments.
• Strong analytical mindset, with experience building metrics and evaluating product success.
• Experience in financial services or highly regulated environments.
• Understanding of Salesforce platform governance, DevOps pipelines, and scalable architectural patterns.
• Familiarity with MarTech stacks, enterprise integrations, data architecture, and automation tooling.
• Experience with AI/ML capabilities, predictive analytics, or workflow intelligence concepts.
• Salesforce certifications (Business Analyst, Cloud Consultant, Platform App Builder).

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.