Seeking a visionary and execution-oriented Wealth Management Technology Executive, the full-time remote leader will define and execute the technology strategy for insurance distribution and agent enablement, overseeing the development of a modern, AI-enabled platform that enhances the agent experience from onboarding to policy issuance. Key Responsibilities Define and execute technology strategies supporting insurance distribution and sales productivity Own platforms for agent onboarding, contracting, and ongoing eligibility, ensuring a connected digital experience Drive modernization of distribution and sales platforms through cloud technologies and API-based architectures Required Qualifications Bachelor's degree in Computer Science, Information Systems, Engineering, or related field; advanced degree preferred 15+ years of progressive technology experience in wealth management, insurance, or financial services Proven success in leading large-scale platform transformations and integrating advisor-centric technologies Strong expertise in cloud-based platforms, API-driven integration, and complex technology ecosystems Exceptional leadership, communication, and stakeholder management skills
Wealth Management Technology Executive in workfromhome at Unknown Company
This position is listed as contract and able to be worked remotely.