Kestra Holdings

Kestra

Life Case Manager 

Experience in life insurance, financial services, or case management; strong organization; clear communication; ability to work in a fast-paced environment; some college.

Staff Accountant II

3-5+ years general accounting experience in a high-paced environment; bachelor’s in accounting/finance; proficient in general ledger, journal entries, and reconciliations; NetSuite experience is a plus.

Product Owner, Salesforce 

Product Owner

5+ years in product ownership or Salesforce delivery; strong Salesforce Sales/Service Cloud knowledge; backlog management in Agile; excellent stakeholder communication.

Lead Solution Architect

8+ years Salesforce architecture and solution design; deep FSC, Sales Cloud, Service Cloud, Marketing Cloud experience; strong advisory workflows, data modeling, and integration skills; proven stakeholder leadership.

Lead Technical Architect

8+ years Salesforce technical architecture and development; multi-cloud SFDC (FSC, Sales Cloud, Service Cloud, Marketing Cloud); AI/Einstein; integrations; DevOps; security; leadership.

Senior Test Engineer

Senior test engineer with 7+ years in test engineering; automated frameworks for web/API; Playwright/Cypress/Selenium; CI/CD; SQL; Azure DevOps; Agile.

Annuity Case Manager

Experience in life insurance, financial services, or case management preferred; strong organization, communication, and customer service skills; ability to work in a fast-paced environment; some college experience.

Insurance - Life Case Manager

2+ years life case management or 1+ year in brokerage operations; strong organization, communication, and customer service; detail-oriented in fast-paced environment.

Head of Operations

Lead operations across trading and cashiering; develop strategy; manage budget; partner with executives; ensure risk, compliance, and client service alignment.

Advisor Engagement Consultant

2–5 years in program coordination or relationship management; strong communication; proficient with reporting tools and Excel; able to manage multiple programs.

FP&A Analyst

Finance & accounting analyst proficient in Excel and financial modeling; 2-5 years experience; Bachelor's in Finance or Accounting; ability to present to senior management.

Client Service Specialist II

Senior client service role handling complex processing, mentoring, and advisory support with Salesforce; strong problem solving and leadership without formal supervision.

Financial Services Professional I 

1–2 years in customer service within financial services or related role; strong communication; comfortable with multiple systems; bachelor’s degree preferred

Supervisor, Advisor Onboarding

Bachelor's degree or equivalent work experience; 2+ years in financial services; 1+ year in Account Services; 1+ year leadership experience; Series 7 and Series 24 licenses; strong communication and leadership skills.

Junior Financial Planner

Bachelor's degree in finance/economics/business; CFP eligibility preferred; 2+ years in financial planning or client-facing advisory; strong interpersonal and analytical skills.

Service Advisor

Manage client relationships, prepare financial plans, analyze investments, coordinate onboarding, and support service and business development.

Sr. Onboarding Operations Specialist

High school diploma required; 2+ years in financial services or client onboarding; strong MS Office; willingness to travel ~65%; hybrid work environment.

Director, Data Governance 

Lead data governance, MDM, data quality; build governance framework; manage data stewardship; collaborate across business units.

Senior Salesforce Engineer

Senior Salesforce Developer with 4+ years of enterprise Salesforce development experience; strong Apex, LWC, APIs, DevOps, and Agile practices.

Office Coordinator

Two+ years administrative/office support experience; high school diploma required; bachelor's degree preferred.

Title	Location	Date
Life Case Manager Full Time · $55K-$60K Shakopee, Minnesota, United States · Onsite	Shakopee, Minnesota, United States Onsite	Dec 19, 2025
Staff Accountant II Full Time · 4+ YOE Tempe or Austin · Onsite	Tempe or Austin Onsite	Dec 17, 2025
Product Owner, Salesforce Full Time · 5+ YOE Encino, Texas, United States · Onsite	Encino, Texas, United States Onsite	Dec 10, 2025
Lead Solution Architect Full Time · 8+ YOE Tempe, Arizona, United States · Onsite	Tempe, Arizona, United States Onsite	Dec 10, 2025
Lead Technical Architect Full Time · 8+ YOE Tempe, Arizona, United States · Onsite	Tempe, Arizona, United States Onsite	Dec 10, 2025
Senior Test Engineer Full Time · 7+ YOE Tempe, Arizona, United States · Onsite	Tempe, Arizona, United States Onsite	Dec 10, 2025
Annuity Case Manager Full Time · $55K-$60K Shakopee, Minnesota, United States · Onsite	Shakopee, Minnesota, United States Onsite	Nov 26, 2025
Insurance - Life Case Manager Full Time · $60K-$65K · 2+ YOE Shakopee, Minnesota, United States · Onsite	Shakopee, Minnesota, United States Onsite	Nov 25, 2025
Head of Operations Full Time · 5+ YOE Tempe or Austin · Onsite	Tempe or Austin Onsite	Nov 22, 2025
Advisor Engagement Consultant Full Time · 2+ YOE Austin or Austin · Onsite	Austin or Austin Onsite	Nov 14, 2025
FP&A Analyst Full Time · 2+ YOE Tempe, Arizona, United States · Onsite	Tempe, Arizona, United States Onsite	Sep 29, 2025
Client Service Specialist II Full Time · 3+ YOE Tempe, Arizona, United States · Onsite	Tempe, Arizona, United States Onsite	Sep 19, 2025
Financial Services Professional I Full Time · 1+ YOE Phoenix, Arizona, United States · Onsite	Phoenix, Arizona, United States Onsite	Aug 7, 2025
Supervisor, Advisor Onboarding Full Time · 2+ YOE Austin, Texas, United States · Onsite	Austin, Texas, United States Onsite	Jul 17, 2025
Junior Financial Planner Full Time · 2+ YOE Madison, Wisconsin, United States · Onsite	Madison, Wisconsin, United States Onsite	Jul 15, 2025
Service Advisor Full Time Reston, Virginia, United States · Onsite	Reston, Virginia, United States Onsite	Jun 27, 2025
Sr. Onboarding Operations Specialist Full Time · 2+ YOE Austin, Texas, United States · Hybrid	Austin, Texas, United States Hybrid	Jun 26, 2025
Director, Data Governance Full Time · 7+ YOE Austin, Texas, United States · Onsite	Austin, Texas, United States Onsite	Jun 17, 2025
Senior Salesforce Engineer Full Time · 4+ YOE Austin, Texas, United States · Onsite	Austin, Texas, United States Onsite	May 5, 2025
Office Coordinator Full Time · 2+ YOE Alpharetta, Georgia, United States · Onsite	Alpharetta, Georgia, United States Onsite	Mar 25, 2025

Activities	Wealth management platform servicesIndependent broker-dealer operationsInvestment advisory servicesTrust and estate servicesFinancial technology platform provision
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Kestra Holdings
Employees	1,600
Type	Private
Subsidiaries	Kestra FinancialBluespring Wealth PartnersArden Trust CompanyKestra Private Wealth ServicesKestra Investment Management
Tagline	Provides wealth management platforms and technology for independent financial professionals.
Founded	1,997
Website	kestraholdings.com
Latest Funding Round	Corporate Round
Latest Funding Year	2,025
Latest Funding Amount	160,000,000
Latest Investors	Stone Point Capital

Kestra Holdings

About Kestra Holdings