Director of Wealth Management Technology & Digital Transformation

Description

As the Lead for Wealth Management Technology & Digital Platforms, you will be at the forefront of innovation in our Individual Markets Profit Center. Your focus will be on enhancing advisor technologies across the Protection & Wealth segments, including life and disability insurance, as well as investment products for affluent clients in the US. This role requires a dynamic individual who is passionate about digital transformation and innovative problem-solving, playing a key role in delivering integrated digital solutions that enhance advisors’ experience and support their success.

Key Responsibilities

• Strategy Development: Craft and implement a unified technology strategy for advisors and producers across all Individual Markets product lines.
• Integration: Develop a comprehensive advisor workstation by integrating multiple data sources and industry tools into a competitive technology platform.
• Transformation Leadership: Lead the transformation of our technology landscape from design through implementation, ensuring alignment with our technology strategy.
• Vendor Management: Manage multimillion-dollar vendor relationships, fostering a culture of excellence and collaboration.
• Innovation & Change Management: Champion a culture of innovation, driving progress while embracing change and challenging the status quo.
  
  

Who You Are

• Experienced Professional: 15+ years in wealth management and financial industries, with a strong background in technology and engineering.
• Transformational Leader: Proven ability to balance risks, manage capital allocations, and navigate complex changes.
• Problem Solver: Excellent at overcoming obstacles and seeing the big picture.
• Technical Expert: Deep understanding of multi-custodian clearing firms (e.g., Pershing, National Financial), advisory platforms (e.g., Envestnet, Orion), and turnkey asset management platforms.
• Effective Communicator: Able to convey complex technical concepts to diverse audiences, including non-technical business leaders.
  
  

Qualifications

• 10+ years of experience with agile development methodologies on large-scale programs.
• Demonstrated success managing diverse teams and consultants.
• Experience with modern infrastructure, application development practices, and cloud-optimized solutions.
• Bachelor’s degree in a technical field or equivalent work experience; protection/insurance exposure is a plus.
  
  

What We Offer

• Competitive Salary: \(225,000 - \)280,000, based on experience and qualifications.
• Comprehensive Benefits: Health care options, dental and vision plans, retirement and financial plans, emotional well-being resources, and flexible time off.
• Work-Life Balance: Hybrid work arrangements with flexibility, unlimited paid time off, and support for personal and family needs.
• Career Growth: Opportunities for skill-building, leadership development, and community involvement.
  
  

We're committed to creating an inclusive environment where everyone can thrive. If you’re a forward-thinking leader with a passion for technology and a track record of driving innovation, we'd love to hear from you.

Employment Type: Full-Time