Job description

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. SUMMARY: Kestra is seeking a highly motivated and skilled Business Intelligence (BI) Developer to help drive our transformation into a data-centric organization. In this role, you will design and deliver insightful, user-friendly reports and dashboards that surface key metrics and KPIs to support data-driven decision-making. You will collaborate closely with cross-functional teams and business stakeholders at all levels to understand reporting needs and translate them into effective BI solutions. As a key contributor to our data journey, you will also participate in the ongoing development of a modern data platform by collaborating across Data Analytics and Data Engineering to enable scalable, insight-driven solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily: • Collaborate with Data Engineering to design and maintain data sets, reports, and dashboards that embed data governance, data stewardship, and data quality initiatives. • Translate business needs into scalable reporting solutions, and guide stakeholders in generating and interpreting actionable insights. • Promote data literacy across the organization by enabling effective use and understanding of data assets across all departments. • Research and evaluate business intelligence tools and vendors to enhance capabilities in embedded analytics, AI-driven insights, and search-based dashboarding. • Partner with Data Engineering to structure, optimize, and maintain certified datasets that serve as trusted sources for enterprise reporting and advanced analytics. • Participate in all phases of the BI solution lifecycle, including planning, design, development, testing, and delivery. • Establish, document, and enforce consistent development methodologies and best practices for business intelligence solutions. • Create and manage a central repository of documentation to support the standardization of report design, development, deployment, and maintenance. KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities: • Proven ability to deliver business value through the development of effective KPIs, metrics, and time-series visualizations. • Experience with modern cloud-based data platforms and technologies, particularly Azure, Snowflake, and Databricks. • Strong interpersonal and collaboration skills; a team player who works well in cross-functional environments. • Meticulous attention to detail and a commitment to high-quality outputs. • Excellent written and verbal communication skills, including the ability to present complex data insights clearly to non-technical stakeholders. • Positive, people-oriented attitude with a passion for problem-solving and continuous improvement. • Naturally curious and innovative, with a drive to explore new tools, techniques, and approaches that enhance data capabilities. SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE: • Bachelor’s degree in Statistics, Mathematics, Data Science, Business Analytics, Computer Science, Information Systems, Engineering, or a related field. • 2+ years of hands-on experience developing reports and dashboards using enterprise BI tools such as Tableau, Power BI, Looker, or Sisense; relevant certifications strongly preferred. • Experience designing queries and building datasets using Microsoft SQL Server (MSSQL) or similar relational databases. • Familiarity with UI/UX principles and their application in dashboard/report design is a plus. • Experience working with marketing and lead generation data, including building dashboards to track content engagement and campaign performance. • Proficient in implementing row-level security and other access control mechanisms in enterprise reporting environments. • Experience working in Agile/Scrum teams and using project management tools such as Jira or Confluence. • Knowledge of version control systems (e.g., Git) and experience with deployment processes for BI assets. CERTIFICATIONS, LICENSES, REGISTRATIONS: • Tableau certifications, such as Tableau Desktop Specialist, Tableau Certified Data Analyst, or Tableau Server Certified Associate, are highly preferred. • Certifications in related BI tools (e.g., Looker, Sisense, Power BI) are also considered a plus. INTERNAL APPLICANT POLICY: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more. DISCLOSURE By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. KESTRA VALUES: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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