Kestra Financial · 14 hours ago
Senior UX Leader (P3) - Kestra Holdings
Kestra Financial is a company that offers industry-leading wealth management platforms for independent financial professionals. They are seeking a visionary Senior UX Leader to transform the user experience for financial advisors, focusing on usability and visual clarity across their platforms.
BankingConsultingFinanceFinancial Services
Responsibilities
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
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
Lead and grow a high-performing UX/UI team with a focus on mentorship, design excellence, and collaborative delivery
Foster design culture rooted in continuous improvement, knowledge sharing, and accessibility
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
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
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
Qualification
Required
7+ years of experience in UX/UI design, including at least 3 years managing design teams
Proven success designing 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
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
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Recent News
2025-11-20
2025-11-04
2025-10-27
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