About this role
Director, Custodian Operations and Strategy at Kestra. Location: Tempe or Austin. Role: leading integrations, overseeing operations, shaping strategy Requirements: Bachelor's degree required; 5+ years wealth management experience, 2+ years technical product management in Agile; deep custodian data/feed knowledge, API/integration experience, agile product management and stakeholder 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