World Insurance Associates LLC
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
Senior Manager - Platform Technology and Strategy
April 3
World Insurance Associates LLC
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
📋 Description
• Oversee, maintain and enhance digital technologies and strategic technology partnerships. • Improve advisor experience and provide better insights to management. • Manage technology platform partnerships and user experience. • Develop and implement technology strategy for advisors and clients. • Manage technology vendor relationships. • Foster a culture of continuous improvement. • Ensure compliance with regulatory requirements and 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. • 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
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