Job Summary
We are seeking a trusted advisor and experienced Director, IT - Business Solutions Partner - Wealth to serve as the strategic liaison between the AmeriLife Wealth Business Unit and IT. This role combines deep business acumen with strong relationship management, communication, strategic planning, and product management capabilities. The Director will partner with Wealth leadership to align technology investments with business priorities, drive innovation, strengthen stakeholder engagement, and ensure that technology-enabled solutions deliver measurable business outcomes.
Job Description
Key Responsibilities
Business Relationship Management
- Build and maintain strong, trusted relationships with leaders and stakeholders across the Wealth Business Unit.
- Act as the primary liaison between Wealth business stakeholders and IT teams, ensuring alignment on business goals, priorities, expectations, and outcomes.
- Champion a customer- and advisor-centric approach by incorporating stakeholder feedback into product, platform, and solution strategies.
Demand Management and Strategic Partnership
- Engage in strategic planning with Wealth business leaders to identify opportunities and align initiatives with organizational goals.
- Lead the intake, evaluation, and prioritization of technology demand based on business value, risk, dependencies, and resource capacity.
- Drive alignment between Wealth business strategy and IT capabilities, roadmaps, architecture, and investment plans.
Product Management and Solution Advocacy
- Collaborate with Solution Architecture, IT Delivery, Operations, Information Security, Data, and vendor teams to support successful execution of Wealth-related products and services.
- Partner with Wealth leadership and product owners to develop and manage product and platform roadmaps, ensuring timely delivery and alignment with business needs.
- Monitor product and solution performance through key metrics, stakeholder feedback, adoption measures, and analytics to drive continuous improvement.
- Advocate for scalable, integrated, secure, and user-centered solutions that enhance advisor productivity and client experiences.
Value Realization, Reporting, and Analysis
- Collaborate with Wealth leadership to define and implement a business value realization framework, including relevant KPIs and OKRs for Wealth initiatives.
- Ensure Wealth business priorities and technology investments are tied to measurable outcomes, benefits, and accountability.
- Communicate the value, progress, risks, dependencies, and outcomes of IT initiatives to business and IT stakeholders.
Change Enablement, Cross-Functional Collaboration, and Communication
- Act as a change agent to promote innovation and the adoption of new technologies, products, platforms, and processes across the Wealth business.
- Facilitate resolution of conflicts, risks, and competing priorities across cross-functional teams.
- Lead strategic discussions with business and IT leadership regarding product performance, market trends, technology opportunities, and future planning.
- Support organizational readiness, stakeholder communications, training alignment, and adoption planning for business change.
Recommendations and Strategy
- Stay informed about wealth management, retirement, annuity, life insurance, advisory, securities, and financial services industry trends, regulatory developments, and emerging technologies.
- Provide strategic recommendations that enable innovation, operational effectiveness, advisor growth, and continuous improvement.
- Develop business cases for new Wealth-focused capabilities and solutions, including expected value, costs, risks, dependencies, and implementation considerations.
- Lead capability-driven planning that connects business strategy, customer and advisor needs, processes, data, applications, and technology.
Qualifications
Education
- Bachelor's degree in information technology, business administration, finance, or a related field. An advanced degree is preferred.
Experience
- 15+ years of overall experience in IT, business strategy, relationship management, product management, financial services, or consulting roles.
- 5+ years of experience in IT business relationship management, business technology leadership, or a comparable strategic partnering role.
- Proven success leading technology-enabled solutions from concept and business case through implementation, adoption, and value realization.
- Experience partnering with senior business executives and leading cross-functional initiatives in complex, matrixed organizations.
- Strong analytical skills with demonstrated experience using data and metrics to support decisions, prioritize investments, and measure outcomes.
Knowledge, Skills, and Abilities
- Knowledge of wealth management and insurance distribution models, including affiliated agencies, financial advisors, broker-dealers, registered investment advisors, institutional partners, and independent distribution channels.
- Understanding of relevant Wealth products and services, including annuities, retirement income, life insurance, asset management, advisory services, and securities solutions.
- Strong leadership, strategic planning, facilitation, and project coordination skills across business, technology, and vendor teams.
- Excellent executive communication, relationship management, negotiation, conflict resolution, and stakeholder management abilities.
- Ability to translate business strategies and complex needs into clear technology capabilities, roadmaps, priorities, and actionable plans.
- Entrepreneurial and outcome-oriented mindset with a focus on measurable business value, advisor productivity, growth, and client experience.
- Ability to thrive in a fast-paced, evolving, highly regulated environment while managing ambiguity and competing priorities.
Compensation
- Salary Range: $145,000 to $170,000
- This role may be eligible for a discretionary annual bonus.
- Salary offers will vary commensurate with experience, education, skills, and training
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
