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Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Job Description

Posted Monday, August 3, 2026 at 8:00 AM

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.

Kestra Financial is undergoing an enterprise transformation to modernize and elevate the advisor and client experience. Our focus is on delivering advisor ‑ and client ‑ centric, mobile ‑ first digital journeys that support recruitment, engagement, M&A, and cross ‑ sell objectives.

We are seeking a Marketing Technology Product Owner with deep CMS expertise to drive value across our Sitecore ecosystem. In this role, you will translate business priorities into actionable product requirements and ensure the delivery of high ‑ impact capabilities that enable advisor growth, improve operational efficiency, and advance Kestra’s digital strategy.

You will serve as the voice of the business within Agile delivery teams, own a defined MarTech product domain, and collaborate closely with stakeholders, architects, and engineers. This role is critical in shaping backlog priorities, clarifying requirements, and ensuring alignment with Kestra’s strategic and enterprise transformation goals.

What you’ll Do:

• Act as the primary liaison between business stakeholders and delivery teams, ensuring clarity of requirements and alignment to strategic goals.
• Own and manage the product backlog for the MarTech platform, with a focus on Sitecore CMS capabilities, including:
• Personalization and experience optimization
• Web analytics and insights
• SEO / GEO optimization
• Digital content management
• Translate business objectives into high-quality epics, user stories, acceptance criteria, success metrics, and prioritized backlog items.
• Partner with Marketing, Business, and Digital stakeholders to understand pain points, define business value, and drive prioritization decisions.
• Participate in discovery sessions, journey mapping, and data analysis to validate requirements and enhance user experience.
• Collaborate with Solution Architects and Technical Leads to ensure scalable, best-practice solutions.
• Drive Agile ceremonies (backlog grooming, sprint planning, reviews) and ensure timely delivery of high-quality features.
• Support UAT planning and execution, ensuring delivered functionality meets business expectations.
• Monitor KPIs and adoption metrics to assess platform performance and inform continuous improvement.
• Champion platform standards related to data quality, security, and integration patterns.
• Partner with enablement teams to support training, release communications, and adoption initiatives.
• Maintain clear and comprehensive functional documentation for MarTech features, workflows, and integrations.
• Analyze and document end-to-end business processes to ensure alignment between business needs and platform capabilities.

What You Bring:

• 5+ years of experience in Product Owner, Business Analyst, or CMS-focused delivery roles.
• Excellent communication and stakeholder management skills, with experience collaborating across technical teams and engaging senior leadership.
• Strong knowledge of Content Management Systems; experience with Sitecore (XM Cloud preferred) and familiarity with the .NET ecosystem.
• Proven ability to manage and prioritize backlogs in Agile/Scrum environments.
• Demonstrated skill in translating business strategy into actionable user stories and functional requirements.
• Data-driven mindset, with experience defining KPIs, tracking performance, and measuring product outcomes and business value.
• Familiarity with DevOps practices, including CI/CD pipelines, release management, and scalable architecture principles.
• Working knowledge of enterprise MarTech ecosystems, including integrations, marketing automation platforms, and customer data flows.
• Experience within financial services or other regulated industries is preferred.

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

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.

Lead with purpose.

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.