Senior Manager - Platform Technology and Strategy

6 days ago

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World Insurance Associates LLC

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World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

📋 Description

• Oversee, maintain and enhance the digital technologies and strategic technology partnerships for a retail broker/dealer. • Improve the advisor experience and provide better insights to management. • Act as the single point of contact for all technology platform partnerships. • Manage technology partners by making recommendations for changes. • Interact with senior leaders to incorporate their feedback and drive company strategy. • Create a comprehensive advisor workstation integrating multiple data sources and tools. • Develop and implement a unified technology strategy for advisors and end clients. • Manage significant technology vendor relationships. • Capture feedback from advisors and stakeholders to improve the technology ecosystem. • Ensure compliance with regulatory requirements and information security standards.

🎯 Requirements

• Extensive experience with wealth management technology. • Minimum of 5 years of experience in developing and implementing technology solutions for the wealth management industry. • In depth knowledge of industry trends and best practices. • Demonstrated technical experience with custodian partners, including Pershing, Schwab and Fidelity. • Ability to provide a high level of customer service to advisors and key stakeholders.

🏖️ Benefits

• 401(k) with Employer Match • Health Insurance (with HSA option) • Dental Insurance • Vision Insurance • Life Insurance • Generous Paid Time Off Policy • Paid Mental Health Days • Flexible Spending Account (FSA) • Healthy Work/Life Balance • Maternity/Paternity Leave Policy • Remote Work Opportunity