Lead with Purpose. Partner with Impact. Kestra Financial is undergoing a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. The Lead Solution Architect will serve as the principal solution lead and strategic thought leader, guiding end-to-end solution design, integration strategy, user experience, and solution delivery across Kestra's business units. This role partners closely with executive stakeholders, product owners, engineering teams, data teams, and third-party vendors to architect scalable, secure, and advisor-centric solutions that drive growth, onboarding, service excellence, and operational efficiency. What you'll Do: • Serve as the functional architect for Salesforce initiatives, defining a scalable multi-year architecture aligned to home office, advisor, onboarding, and service strategies. • Design end-to-end, multi-cloud Salesforce solutions across FSC, Sales Cloud, Service Cloud, Marketing Cloud, and AI capabilities. • Translate business and product requirements into well-architected solutions, including data models, user flows, system interactions, and integration patterns. • Establish and uphold standards for solution design, UX flow, data modeling, documentation, and platform governance. • Champion architecture that reduces technical debt, improves performance, and supports long-term scalability. • Partner with Product Owners to shape roadmap priorities, refine epics/user stories, and ensure requirements are actionable, scalable, and aligned to the architecture vision. • Facilitate discovery and working sessions to define business outcomes, success criteria, and pain points across advisor and internal workflows. • Act as a trusted advisor to business leaders, articulating solution tradeoffs, risks, and feasibility to support decision-making. • Perform fit-gap analysis and guide Product Owners on leveraging standard platform capabilities vs. custom design. • Create solution designs, process flows, mockups, and user stories as needed to support product and engineering teams. • Provide level-of-effort estimates and inform sprint/PI planning with solution considerations. • Maintain platform documentation, design artifacts, and solution blueprints. • Evaluate and recommend new Salesforce features, industry solutions, and AI capabilities (Einstein, predictive scoring, automation, compliant GenAI). • Promote best practices in security, compliance, data governance, and platform stewardship. • Provide thought leadership on how Salesforce and AI can modernize business processes and elevate advisor and client experiences. • Align Salesforce data models with enterprise data strategies, including data lake/warehouse integration patterns. • Collaborate with technical architects, developers, and integration teams to ensure solutions meet performance, scalability, and security standards. What You Bring: • 8+ years of Salesforce architecture and solution design experience. • Deep expertise in FSC, Sales Cloud, Service Cloud, and Marketing Cloud. • Strong understanding of advisory workflows, financial services compliance, and wealth-management processes. • Proven ability to design scalable multi-org or multi-business-unit Salesforce environments. • Experience with API-first integrations between software applications and legacy systems. • Strong knowledge of data modeling, sharing/security models, and enterprise integration patterns. • Exceptional communication skills with ability to lead design sessions with executives and product teams. • Experience influencing senior stakeholders in a complex, matrixed organization. • Passion for digital transformation, technology innovation, and AI-enabled workflows. • Strong delivery leadership, change management, and Agile/DevOps experience. • Experience managing third-party vendors and implementation partners. • Experience in wealth management, broker-dealer, asset management, or similarly regulated industries. • Salesforce certifications preferred: Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder • Familiarity with DevOps tools (Copado, Azure) and CI/CD pipelines. • Expertise in data governance and compliance (FINRA, SEC, GDPR). Internal Application 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 to support you: • 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