10 часов назад
Platform Implementation Specialist, Annuities - Vice President (Fintech)
145 000 - 185 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Platform Implementation Specialist, Annuities - Vice President (Fintech): Leading end-to-end annuity platform implementations and ongoing client platform experiences with an accent on project governance, requirements gathering, business process design, and integrations. Focus on coordinating broker-dealers, carriers, technology partners, and internal stakeholders while driving testing, rollout, adoption, and product enhancements.
Location: New York, New York, United States. Hybrid schedule with office work Monday–Thursday and remote work on Friday.
Base salary: $145,000–$185,000 annually, plus equity and an annual performance bonus.
Company
provides a financial technology platform supporting wealth management, insurance distribution, and annuity workflows.
What you will do
- Lead end-to-end annuity platform implementations for broker-dealers, independent marketing organizations, carriers, and technology partners.
- Frame projects, create detailed plans, manage risks, and drive accountability across internal and external stakeholders.
- Lead client discovery, requirements gathering, operating model and business process design, platform setup, testing, and rollout.
- Manage integrations with annuity marketplaces, order entry platforms, eApplication providers, carriers, and holdings systems.
- Manage the platform experience for existing clients and increase adoption and utilization of annuity products and capabilities.
- Partner with Product, Relationship Management, Sales, Operations, Client Success, and external technology teams to identify product gaps and deliver enhancements.
Requirements
- 10+ years of experience in project management, client software implementations, or relationship management within financial services, insurance, annuities, or fintech.
- Knowledge of wealth management, insurance distribution, broker-dealer operations, annuity products, carrier ecosystems, and annuity order entry and eApplication workflows.
- Proven ability to lead cross-functional project teams from inception through execution.
- Experience with software-based financial solutions, including transaction systems, online forms, or trading software.
- Excellent writing, documentation, requirements, presentation, interpersonal, and stakeholder-influencing skills.
- Ability to work in the New York office Monday–Thursday.
Nice to have
- Experience managing technology integrations.
- Experience in a fast-moving entrepreneurial environment.
Culture & Benefits
- Salary, equity for all full-time employees, and an annual performance bonus.
- Employer-matched retirement plan and subsidized healthcare.
- Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
- Office-based collaboration Monday–Thursday with remote flexibility on Friday.
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