ABOUT US:

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
We’re seeking a visionary and hands-on Senior UX Leader to transform the end-to-end experience for financial advisors across Kestra’s proprietary and third-party platforms. This leader will elevate the design practice and reimagine how advisors interact with our technology, with a strong focus on usability, visual clarity, and streamlined workflows. The role will drive improvements in information architecture, reduce user friction, and influence product decisions through user insights.
This is a critical hire for us as we seek to unify the advisor experience across homegrown platforms and tools like Salesforce, eMoney, and other integrated systems. You will partner deeply with product, engineering, and business stakeholders to bring the voice of the advisor and end user into every phase of design and development.

REQUIRED QUALIFICATIONS:

• 7+ years of experience in UX/UI design, including at least 3 years managing design teams
• Proven success designing for complex enterprise platforms, ideally in financial services or B2B environments
• Strong portfolio showcasing end-to-end product thinking, interaction design, and usability improvements
• Deep understanding of design systems, information architecture, and accessibility standards
• Experience with tools such as Figma, UX research platforms, journey mapping, and design collaboration tools
• Strong communication, storytelling, and stakeholder engagement skills

PREFERRED EXPERIENCE:

• Experience in the wealth management, fintech, or financial services industry
• Familiarity with integrated advisor platforms such as Salesforce, eMoney, Redtail, or Orion
• Knowledge of WCAG accessibility standards and regulatory requirements (SEC, FINRA) impacting design

• Experience Strategy & Design Leadership
• Define and deliver a cohesive, intuitive advisor experience across homegrown and 3rd-party tools
• Champion user-centric design and advocate for UX best practices from discovery to delivery
• Reimagine workflows and information architecture to reduce friction and improve adoption
• Cross-Platform Integration
• Ensure seamless experiences across Kestra platforms and integrated tools like Salesforce, eMoney, and client portals
• Partner with internal platform and API teams to drive consistent UX patterns and interactions
• Team Building & Leadership
• Lead and grow a high-performing UX/UI team with a focus on mentorship, design excellence, and collaborative delivery
• Foster a design culture rooted in continuous improvement, knowledge sharing, and accessibility
• UX Process & Governance
• Establish scalable design systems, frameworks, and governance models for internal and external tools
• Create repeatable UX research and testing methodologies that lead to measurable outcomes
• User Research & Feedback Loops
• Lead qualitative and quantitative research efforts to deeply understand advisor and client needs
• Translate insights into design decisions that enhance satisfaction, reduce training needs, and improve task efficiency
• Business Partnership & Influence
• Collaborate with Product, Engineering, and Business stakeholders to align UX goals with business outcomes
• Articulate and present design rationale and value to senior stakeholders in a compelling, strategic manner