Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Jane De Chene

Austin,TX

Summary

Experienced Product and Technology leader with 18+ years in wealth management, retirement, benefits, and insurance domain. Led data modernization, cloud migrations, and implementation of advisor tools with key integrations (e.g., Fidelity NFS, Envestnet, etc), enhancing efficiency and revenue. Built high-performing teams in analysis, UX, QA, and product management, aligning roadmaps with goals using Agile practices.

Overview

19
19
years of professional experience

Work History

Product Manager of Advisor Platform

Kestra Holdings
01.2025 - Current
  • Product Ownership: Managed a suite of advisor tools (analytics, commission reporting, account opening) with Fidelity NFS integration, improving productivity and scalability.
  • System Assessment & Diagnosis: Assessed advisor platform, identifying instability causes (downtime, errors, data issues).
  • Stabilization Strategy: Executed a roadmap to resolve technical debt and enhance system resilience without service disruption.
  • Notable Accomplishments: Fixed API errors, reducing 6,000 annual manual reviews (1,500 employee hours) by 50% in one month.
    Cut employee onboarding portal access from one week to 24 hours, enhancing efficiency.

Head of Product Delivery

Kestra Holdings
12.2023 - 12.2024
  • Strategic Roadmap Ownership: Led Data and Application Engineering roadmap, aligning technical initiatives with Kestra Holdings’ business and strategic goals.
  • End-to-End Delivery Leadership: Crafted business cases and specs, driving seamless execution across product, engineering, and operations.
  • Executive Governance: Chaired monthly steering committee for Kestra subsidiaries’ COOs, aligning delivery and operational priorities.
  • Platform Oversight: Managed platforms like data protocols, advisor tools, onboarding, and internal apps (commissions, surveillance, billing), plus third-party integrations.
  • Data Analytics Innovation: Launched Kestra’s first enterprise data analytics platform, providing insights to leadership with strong governance.

VP, Product Delivery

Kestra Financial
11.2023 - 12.2023
  • Spearheaded quarterly program Increment (PI) planning events, driving alignment between engineering roadmaps and Kestra’s strategic objectives, ensuring seamless execution of company-wide goals.
  • Directed the prioritization of business initiatives across 5–8 Scrum teams (spanning application and data engineering), optimizing resource allocation and delivery timelines.

AVP, Data Product Management

Kestra Financial
04.2016 - 11.2023
  • Led the execution of Kestra’s data strategy, aligning initiatives with goals to boost value and efficiency.
  • Designed and executed data modernization and cloud migration, balancing priorities and complexity for scalable solutions.
  • Collaborated with Head of Data Engineering for seamless migration with minimal disruption.
  • Launched SAFe Agile PI planning, speeding delivery across teams.
  • Built a strong data product management team, institutionalizing the discipline.
  • Migrated at least 85% of approx. 200 legacy data processes to Azure, enhancing efficiency but the end of my data product manager tenure.
  • As a Director of Process Engineering from 2016 to 2021,

Various Roles at NFP

NFP, An Aon Company
09.2010 - 04.2016

Director of Process Engineering
April 2014 – April 2016

  • Grew and led the Business Analysis practice, mentoring analysts to spearhead key initiatives like commission systems, data warehousing, insurance submissions, benefits platforms, and Salesforce CRM enhancements, driving operational success.
  • Founded the UX team, implementing rapid prototyping to enhance front-end portal quality, boosting user satisfaction and development efficiency.
  • Oversaw the QA team with a hybrid onsite-offshore model, ensuring reliable delivery across enterprise technology projects.
  • Transitioned role seamlessly during Kestra Financial’s 2016 spin-off into an independent entity.

Software Quality Assurance Manager
December 2012 – April 2014

  • Established NFP’s QA practice, building a high-performing onsite-offshore team with manual and automated testing capabilities, enhancing software quality and accelerating release timelines across the organization.

Senior Business Analyst
September 2010 – December 2012

Served as principal analyst and UX designer for high-impact systems, delivering innovative solutions that drove revenue and operational efficiency, including:

  • Migration of a compensation system from on-premises to a SaaS platform, optimizing performance and scalability.
  • Designed and spearheaded the Practice Management Portal for 401(k) Advisors, a revenue-generating solution for NFP, enhancing advisor productivity and client engagement.
  • Developed the Checks & Security Blotter for NFP Securities, a tool still utilized by Kestra Financial, ensuring compliance and operational continuity.
  • Designed the arrears collection software, streamlining financial workflows and improving recovery rates.

Other Previous Experiences

Various Companies
07.2006 - 08.2010

2006 – 2010

Held progressive roles in software management delivery and business analysis at Tocquigny, IBM (State of Texas Data Center Consolidation), and NFP, building foundational expertise in process optimization and technology delivery.

Details available upon request.

Education

Bachelor of Science - Computer Science

University of Kansas
Lawrence, KS
03-2006

Skills

  • Financial Services & Wealth Management Technology Insight
  • Strategic Delivery
  • Team Building &Scaling
  • Executive Collaboration
  • Cross Functional Alignment
  • Product Management
  • Data Modernization
  • Process Optimization
  • Business Solution Architect
  • Vision Translation
  • Impact Measurement
  • Agile Expertise

Timeline

Product Manager of Advisor Platform

Kestra Holdings
01.2025 - Current

Head of Product Delivery

Kestra Holdings
12.2023 - 12.2024

VP, Product Delivery

Kestra Financial
11.2023 - 12.2023

AVP, Data Product Management

Kestra Financial
04.2016 - 11.2023

Various Roles at NFP

NFP, An Aon Company
09.2010 - 04.2016

Other Previous Experiences

Various Companies
07.2006 - 08.2010

Bachelor of Science - Computer Science

University of Kansas
Jane De Chene