Lead Solution Architect

Create solution designs, process flows, mockups, and user stories as needed to support product and engineering teams.

Provide level-of-effort estimates and inform sprint/PI planning with solution considerations.

Maintain platform documentation, design artifacts, and solution blueprints.

Evaluate and recommend new Salesforce features, industry solutions, and AI capabilities (Einstein, predictive scoring, automation, compliant GenAI).

Promote best practices in security, compliance, data governance, and platform stewardship.

Provide thought leadership on how Salesforce and AI can modernize business processes and elevate advisor and client experiences.

Align Salesforce data models with enterprise data strategies, including data lake/warehouse integration patterns.

Collaborate with technical architects, developers, and integration teams to ensure solutions meet performance, scalability, and security standards.

What You Bring:

8+ years of Salesforce architecture and solution design experience.

Deep expertise in FSC, Sales Cloud, Service Cloud, and Marketing Cloud.

Strong understanding of advisory workflows, financial services compliance, and wealth-management processes.

Proven ability to design scalable multi-org or multi-business-unit Salesforce environments.

Experience with API-first integrations between software applications and legacy systems.

Strong knowledge of data modeling, sharing/security models, and enterprise integration patterns.

Exceptional communication skills with ability to lead design sessions with executives and product teams.

Experience influencing senior stakeholders in a complex, matrixed organization.

Passion for digital transformation, technology innovation, and AI-enabled workflows.

Strong delivery leadership, change management, and Agile/DevOps experience.

Experience managing third-party vendors and implementation partners.

Experience in wealth management, broker-dealer, asset management, or similarly regulated industries.

Salesforce certifications preferred: Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder

Familiarity with DevOps tools (Copado, Azure) and CI/CD pipelines.

Expertise in data governance and compliance (FINRA, SEC, GDPR).

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/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply 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.