Data Governance Analyst

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.


Kestra is seeking a motivated and detail-oriented Data Governance Analyst to support the growth and execution of our enterprise data governance framework. This role will work cross-functionally with product owners, stewards, and technical teams to help define and maintain key data standards, policies, definitions, and quality practices across the enterprise.

As part of the growing Data Governance team, you will assist with monitoring data quality, cataloging critical data elements, and promoting data literacy. This is an excellent opportunity for an analyst with foundational experience in data governance or data management who is eager to contribute to impactful enterprise initiatives in a modern data environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily:
• Support implementation and maintenance of data definitions, metadata standards, and business glossaries using Alation.
• Assist in identifying and documenting critical data elements and their associated business rules.
• Help monitor and triage data quality issues using Monte Carlo and support remediation efforts in coordination with business and technical teams.
• Participate in the development of data quality dashboards and reporting using Tableau.
• Collaborate with data stewards, engineering, and BI teams to map and align data sources with enterprise data models.
• Assist with validation of data across systems during releases and project deployments.
• Contribute to initiatives involving Master Data Management (MDM) and Reference Data Management (RDM) using Profisee; including development and ongoing maintenance.
• Support documentation of data lineage, ownership, and data classifications within the enterprise data catalog.
• Promote awareness of data governance policies and adoption of best practices.
• Coordinate with third party data providers to ensure completeness and accuracy of data feeds.
• Support QA and UAT efforts by influencing and executing real-world data validation scenarios.
• Provide operational support for Governance-managed tools (Alation, Monte Carlo), including managing system integrations, coordinating support tickets, managing costs and licenses, and staying informed about new and upcoming product enhancements.
• Collaborate with Data Engineering to structure and maintain certified datasets as trusted sources.
• Foster a culture of data literacy and best practices throughout the organization.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

• Foundational understanding of data governance principles and the role of data quality in enterprise data strategy.
• Familiarity with metadata management, data catalogs, and business glossary tools (e.g., Alation).
• Exposure to data quality or observability platforms such as Monte Carlo is a plus.
• Working knowledge of SQL for querying and validating data across relational databases.
• Exposure to modern data platforms such as Azure Databricks and Snowflake preferred.
• Ability to analyze and troubleshoot basic data issues and communicate findings clearly.
• Comfortable collaborating with both business users and technical teams.
• Strong organizational and communication skills with attention to detail.
• Ability to communicate technical concepts clearly to non-technical stakeholders.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:
• Bachelor’s degree in Information Systems, Computer Science, Data Analytics, or a related field.
• 2–5 years of experience in data governance, data quality, business analysis, or data management roles.
• Experience working with enterprise data platforms and/or business intelligence tools.
• Experience working on data-related projects, preferably in a regulated industry such as financial services.
• Familiarity with Agile or Scrum project methodologies and tools like Jira or Confluence is a plus.
CERTIFICATIONS, LICENSES, REGISTRATIONS: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


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.