World Insurance Associates LLC · 5 hours ago
Director, Platform Technology and Strategy
United States
Full-time
Remote
Director/Executive
$100K/yr - $135K/yr
5+ years exp
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Responsibilities
Develop and implement a unified technology and data management strategy for our advisors and end clients.
Bring industry experience to make informed strategy decisions on table stakes technologies from contact management, client onboarding and servicing to financial planning, portfolio management and aggregated reporting.
Manage significant technology vendor relationships and foster a culture of excellence and teamwork with vendors, ensuring the delivery of high-quality solutions and services.
Develop and maintain platform technology Standard Operating Procedures, training material; create and deliver training to back-office employees and advisors as needed.
Continually assess systems for future growth and replacement to support business needs. Create business cases for furthering these efforts.
Capture feedback from advisors, stakeholders, and key partners, translating into insights and recommendations for improving the technology ecosystem. Work closely with senior leadership to define and communicate the vision and roadmap for the technology platform.
Ensure compliance with regulatory requirements and information security standards.
Foster a culture of continuous improvement and drive initiatives to streamline processes, enhance efficiency and reduce costs.
Provide status updates and progress updates to the World Investment Advisor’s executive team.
Other duties and responsibilities as assigned while contributing proactively to the success of the team and adapting to evolving operational demands.
Qualification
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Required
Extensive experience with wealth management technology.
Minimum of 5 years of experience in developing and implementing technology solutions for the wealth management industry.
Expertise in areas such as data management, client reporting, portfolio management, client billing, contact management, client onboarding, and back-office tools.
In depth knowledge of industry trends and best practices.
Ability to anticipate and adapt to future developments in a constantly evolving environment.
Demonstrated technical experience with custodian partners, including Pershing, Schwab and Fidelity, client onboarding systems, client reporting systems (i.e., Envestnet and Tamarac), CRMs, and portfolio management software (i.e., Vestmark).
Ability to provide a high level of customer service to advisors and key stakeholders.
Bachelor’s degree and five (5) years of financial services industry service experience; or an equivalent combination of experience, education, and/or training as approved by the hiring manager.
Preferred
Tamarac Portfolio Management System
CRM: Salesforce and Redtail
Forms Logic Digital Client Onboarding
Vestmark
FMG Suite
Schwab Advisor Center
Fidelity WealthScape
Pershing NetX360
Raymond James Client Center
DST Vision
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
Company
World Insurance Associates LLC
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.
1,001-5,000 employees
H1B Sponsorship
World Insurance Associates LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity· undefined
2023-08-21Debt Financing· undefined
2020-03-02Acquired· undefined
Leadership Team
Dave Bruen
President & CEO
Rachel Sapoznik
President & CEO
Recent News
2024-11-26
2024-11-21
2024-11-13
Company data provided by crunchbase
