SVP, Head of Distribution – Wealth Management Technology

Prosperity Life

. Define and execute the technology strategy supporting insurance distribution, agent enablement, wholesaler and sales team productivity, and the new business journey from agent sign-on through first policy issuance .

Posted 10/28/2026full-timeUnited StatesLead💰 $250,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading technology strategy and platform transformations within the insurance and wealth management sectors, focusing on advisor distribution, digital client experiences, and regulatory compliance. Proven ability to build high-performing teams and manage strategic vendor relationships while driving innovation through cloud technologies and intelligent automation.

Highest-signal resume keywords

Technology Strategy DevelopmentWealth Management Platform TransformationCloud-Based Platforms ExpertiseCybersecurity and Data Privacy KnowledgeLeadership and Stakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

API-Driven IntegrationDigital Client ExperiencesInsurance Policy AdministrationFinancial Planning TechnologiesAdvisor WorkstationsNew Business ProcessingCommission ManagementData IntegrationIntelligent AutomationWorkflow Technology

Soft Skills

Executive PresenceCommunication SkillsLeadership SkillsStakeholder ManagementExecution Skills

Tools & Technologies

Wealth Management PlatformsCRM SystemsDigital Advisor PortalsOmnichannel ExperiencesEvent-Driven Architecture

Industry Keywords

Insurance DistributionFintechRegulatory ComplianceRisk ManagementBusiness Continuity

Tech Stack

Tools & technologies

CloudCyber Security

About the role

Key responsibilities & impact

Define and execute the technology strategy supporting insurance distribution, agent enablement, wholesaler and sales team productivity, and the new business journey from agent sign-on through first policy issuance
Develop multi-year technology roadmaps aligned with business objectives, distribution growth plans, regulatory requirements, and experience priorities
Advise executive leadership on technology investments, platform choices, delivery risks, operating models, and priorities
Build, develop, and lead high-performing technology teams
Own platforms supporting agent recruitment, digital sign-on, onboarding, contracting, licensing verification, appointments, and ongoing eligibility to sell
Lead agent portal and digital workstation capabilities covering product information, illustrations, applications, onboarding requirements, case status, commission statements, and servicing tools
Own wholesaler CRM and sales team technology for relationship management, territory and activity management, opportunity pipelines, sales enablement, and production reporting
Oversee commission technology for agent hierarchies, compensation schedules, calculation, payment, reconciliation, and reporting
Lead illustrations and electronic new business application technology, including quoting, data capture and validation, electronic signatures, suitability and best-interest workflows, and submission to new business systems
Connect application intake, underwriting integrations, requirements tracking, funding, and policy administration handoffs to support straight-through processing and first policy issuance
Own partner integrations with agencies, independent marketing organizations, banks, broker-dealers, and technology providers
Support wealth management capabilities including financial planning, account opening, custodian connectivity, investment management, and client reporting
Drive platform modernization through cloud technologies, API-based architectures, reusable services, data integration, and modern digital capabilities
Identify and deliver AI, automation, and intelligent-agent opportunities
Advance straight-through processing, intelligent workflow, and analytics across the agent-to-issue journey
Partner with Enterprise Architecture, Data, Information Security, and Risk leaders on standards and controls
Manage strategic relationships with distribution technology vendors, implementation and integration partners, insurance and fintech providers, custodians, and outsourced delivery organizations
Establish product delivery, release management, environment governance, operational readiness, production support, and service-management practices
Ensure resilience, cybersecurity, privacy, regulatory compliance, business continuity, and records-management requirements
Establish performance measures for onboarding, application completion, policy issuance, commission accuracy, CRM and portal adoption, delivery quality, service levels, risk management, and cost effectiveness
Partner with Distribution, Sales, Agent Services, New Business Operations, Product, Compliance, Legal, Risk, Marketing, Finance, Wealth Management, Data, and Technology
Communicate strategy, roadmaps, investment needs, progress, dependencies, and risks to senior and executive leadership
Lead cross-functional decisions and enterprise initiatives involving platform integration, cloud transformation, AI adoption, data modernization, and business growth

Requirements

What you’ll need

Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field
Advanced degree preferred
15+ years of progressive technology experience, including significant leadership responsibility within wealth management, insurance, financial services, fintech, or advisor distribution
Proven success leading large-scale platform transformations involving advisor technology, wealth management systems, CRM, new business processing, policy administration, account opening, or client servicing
Deep understanding of advisor distribution, wealth management operations, insurance sales and servicing processes, onboarding, licensing, commissions, and digital client experiences
Demonstrated experience building or scaling advisor-centric wealth management platforms and integrating investment, insurance, and financial planning technologies into a unified experience
Strong expertise in cloud-based platforms, API-driven integration, modern digital experiences, enterprise architecture, and complex technology ecosystems
Experience managing strategic vendors, implementation partners, custodians, fintech providers, and outsourced delivery models
Experience applying AI, intelligent automation, workflow technology, and data capabilities to improve business and client outcomes
Strong understanding of cybersecurity, data privacy, resiliency, regulatory, and risk-management expectations within a highly regulated environment
Exceptional executive presence, leadership, communication, stakeholder management, and execution skills
Ability to lead through ambiguity, balance strategy with hands-on execution, and travel for business as needed
Technical knowledge of wealth management platforms, advisor workstations, CRM, financial planning, portfolio management, trading, rebalancing, and performance reporting technologies
Technical knowledge of insurance illustrations, e-application, underwriting, new business, policy administration, commissions, and servicing platforms
Knowledge of digital advisor and client portals, omnichannel experiences, workflow, and intelligent automation
Knowledge of cloud platforms, API-based integration, event-driven architecture, data integration, and modern enterprise technology ecosystems
Knowledge of product delivery, release management, environment governance, operational readiness, production support, and service management
Knowledge of cybersecurity, privacy, resiliency, business continuity, and technology risk controls

Benefits

Comp & perks

A collaborative, inclusive environment that values authenticity, accountability, and partnership
The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
Comprehensive medical, dental, and vision coverage
HSA
401(k) company match
Paid time off
Employer-paid life and disability insurance
Remote/hybrid work arrangement