Guardian Life · 2 days ago
Wealth Management Third Party Platform Technology Owner
New York, NY
Full-time
Hybrid
Mid, Senior Level
$103K/yr - $170K/yr
5+ years expGuardian Life is seeking a Wealth Management Third Party Platform Technology Owner to drive the implementation of ongoing improvements for their third-party technology platforms. This role focuses on ensuring seamless platform operations while fostering vendor partnerships and aligning technology initiatives with business goals.
DentalFinancial ServicesHardwareInsuranceLife Insurance
No H1B
Responsibilities
Oversee daily performance, issue resolution, and enhancements for all third-party technology platforms supporting wealth management, ensuring high levels of field and client satisfaction
Partner with the PAS strategy team to assist in owning the relationship with our third-party platform vendors, fostering collaborative relationships to maximize value, coordinate integrations, and negotiate contracts and service levels
Manage the end-to-end process for platform enhancements, from gathering requirements and prioritization to rollout and adoption, ensuring clear communication of timelines, benefits, and KPIs
Lead or support requests for proposals (RFPs), vendor evaluations, and business requirements to ensure the selection and management of best-in-class technology solutions
Effectively communicate technology updates, enhancements, and strategic initiatives to the field and executive leadership through channels such as Field Advisory Board meetings, Executive Committee presentations, written communications, attending advisor conferences, and participating in in-person agency meetings
Stay abreast of industry trends, market leaders, and emerging technologies relevant to wealth management platforms
Proactively gather and synthesize feedback from field representatives and clients, integrating insights into technology strategy and ongoing platform improvements
Cultivate strong relationships with internal stakeholders, field leaders, executive teams, and cross-functional partners, to ensure alignment and support for technology initiatives
Build strong relationships with internal stakeholders, field leaders, and vendors to ensure alignment on technology initiatives. Communicate updates and enhancements clearly through meetings, presentations, and written channels, while gathering feedback to inform strategy and drive adoption
Establish transparent processes for evaluating, prioritizing, and communicating technology enhancement requests, balancing field needs with strategic objectives
Lead change management efforts associated with technology enhancements, working with internal training teams to build home office training, documentation, and support to drive successful adoption and minimize disruption
Qualification
Required
At least 5 years of professional experience in technology leadership roles within the wealth management industry, including direct responsibility for managing technology platforms, vendor partnerships, and cross-functional project delivery
Demonstrated expertise in wealth management technology platforms, with hands-on experience managing third-party solutions and vendor relationships
Strong strategic thinking, analytical, and problem-solving skills, with a track record of delivering technology initiatives that drive business outcomes
Exceptional communication and presentation abilities, with experience engaging executive leadership and field teams
Proven ability to build consensus, manage competing priorities, and lead cross-functional teams through change
Familiarity with RFP processes, contract negotiations, and industry best practices in technology procurement and implementation
Benefits
Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Benefits apply to full-time eligible employees.
Company
Guardian Life
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2016-08-23Non Equity Assistance
Leadership Team
Andrew McMahon
Chairman and CEO
Karunakaran Azhisur
Country Head & CIO, Guardian India
Recent News
2025-12-11
Company data provided by crunchbase