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Director, Technology Services

Kestra Financial • Tempe, AZ, US • published 2026-10-08 15:04:19.896950

Description

Kestra Financial is a wealth management platform 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. The Director, Technology Services leads the team responsible for enabling advisors and firms across the Kestra platform ecosystem by executing core setup, provisioning, and stabilization activities during onboarding, and throughout the advisor lifecycle. This role operates as service function including initial request intake, case assignment and ensuring advisors are properly enabled on required platforms. Team performs first tier issue diagnosis, including resolution where possible, or work is advanced efficiently in partnership with downstream technology platform, product, Identity \& Access Management, and vendor teams. The role emphas...

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