Lead Solution Architect

Kestra Holdings is a leading wealth management platform provider for independent financial professionals. The company is seeking a Lead Solution Architect to guide the design and implementation of its Salesforce ecosystem across various business units.

Requirements

• 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)

Benefits

• 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