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10 часов назад

Platform Implementation Specialist, Annuities - Vice President (Fintech)

145 000 - 185 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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