Senior Data Governance Analyst

ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.


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 Senior 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:
• Lead implementation and custodianship of data definitions, metadata standards, and business glossaries using Alation.
• Drive identification and stewardship of critical data elements, defining and maintaining business rules and ensuring alignment with enterprise priorities.
• Proactively lead monitoring and triaging data quality issues using Monte Carlo, and lead remediation coordination with both business stakeholders and technical teams.
• Design and maintain enterprise data quality dashboards and reporting solutions using Tableau to drive insights and accountability.
• Partner with data stewards, data engineering, and BI teams to align data sources with enterprise data models, and recommend improvements to data architecture.
• Provide oversight and execution support for data validation and testing across systems during releases and project deployments.
• Lead efforts in Master Data Management (MDM) and Reference Data Management (RDM), including configuration, governance, and lifecycle oversight.
• Maintain and enhance enterprise data catalog documentation, ensuring accuracy of data lineage, ownership, and classification.
• Drive implementation of data governance standards, policies, and best practices across departments and act as a change agent to improve data literacy and governance adoption.
• Collaborate with third-party data providers to ensure integrity, quality, and SLA compliance of inbound data feeds.
• Provide strategic guidance and hands-on support for QA and UAT efforts, ensuring data related test scenarios reflect real-world business needs and data risk exposure. Recommend test cases to be permanent
• Manage daily operations and continuous improvement of Governance-managed tools (Alation, Monte Carlo), including integrations, vendor relations, cost/license tracking, and feature adoption.
• Collaborate closely with Data Engineering to define, maintain, and promote certified datasets as trusted sources for analytics and reporting.
• Mentor junior team members and contribute to governance strategy development.
• Foster a culture of data stewardship, literacy, and responsible data usage throughout the organization.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:
• To perform this job successfully, the individual should have the following advanced skills and capabilities:
• Strong understanding of data governance frameworks, data lifecycle management, and enterprise data strategy.
• Hands-on experience with metadata management and data catalog tools (e.g., Alation).
• Experience with data quality and monitoring platforms such as Monte Carlo.
• Proficient in SQL for querying and analyzing data across complex systems.
• Experience with modern cloud-based data warehouse and data lake platform architectures such as Azure Databricks and Snowflake
• Proven ability to assess, troubleshoot, and resolve complex data quality issues.
• Skilled at cross-functional collaboration, translating business needs into actionable data initiatives.
• Excellent project management, organization, and documentation skills.
• Effective communicator capable of influencing data-related decisions across technical and business audiences.
• Ability to work independently and manage multiple initiatives with minimal supervision.
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SUPERVISORY RESPONSIBILITIES:
• May mentor or informally supervise junior analysts and interns.

EDUCATION AND/OR EXPERIENCE:
• Bachelor’s degree in Information Systems, Computer Science, Data Analytics, or a related field.
• 8+ years of progressive experience in data governance, data quality and data management roles.
• 10+ years experience in Data Warehousing, Business Intelligence, and Business Analysis
• Experience leading or coordinating data initiatives within a cross-functional or matrixed organization.
• Familiarity with regulatory environments (e.g., financial services, healthcare, etc.) and their impact on data governance.
• Experience with Agile or Scrum methodologies and tools such as Jira or Confluence.

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 (applicable to full-time, permanent employees).
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.