Product Owner, Salesforce

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.

Requirements

• 5+ years of experience in product ownership, business analysis, or Salesforce-focused delivery roles
• Strong knowledge of Salesforce Sales Cloud and Service Cloud; familiarity with FSC and Advisor/Client 360 models
• Proven ability to manage and prioritize backlogs in Agile/Scrum environments
• Skilled in translating business strategy into actionable user stories and functional requirements
• Excellent communication skills, with experience engaging senior stakeholders and cross-functional teams
• Analytical mindset with experience defining KPIs and measuring product success
• Exposure to financial services or other regulated industries preferred
• Understanding of Salesforce governance, DevOps pipelines, and scalable architecture principles
• Familiarity with MarTech stacks, enterprise integrations, and automation tools
• Experience with AI/ML concepts, predictive analytics, or workflow intelligence is a plus
• Salesforce certifications (Admin, Business Analyst, or Platform App Builder) strongly preferred

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