About this role
Director, Custodian Operations and Strategy at Kestra. Location: Austin or Tempe. Role: leading integrations, overseeing operations, driving strategy Requirements: Bachelor's degree; 5+ years in wealth management or investment operations; 2+ years technical product management experience; hands-on custodian aggregation knowledge; familiarity with APIs, SQL/Databricks and Python; strong stakeholder and product management skills. Category: Finance and Accounting Seniority: Senior Level Tools: Schwab, Fidelity NFS, Fidelity IWS, DTCC, DST, DAZL, Plaid, Yodlee, SQL, Databricks, APIs, Python Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English