Lead and manage the delivery of small to mid-size technology projects from initiation through implementation, ensuring alignment with strategic objectives
Oversee the Field Technology Experience roadmap, managing capability delivery and vendor partnerships
Collaborate with internal teams and external partners to ensure timely, high-quality project execution
Help translate business goals into actionable technology requirements and implementation plans
Serve as a Subject Matter Expert for field technology, bridging business needs and technical capabilities
Use data and analytics to identify trends, optimize performance, and inform decision-making
Communicate progress, risks, and outcomes clearly to technical and non-technical audiences
Manage the full lifecycle of field technology projects — from concept through execution — ensuring scope, schedule, and budget alignment
Partner with cybersecurity, data, and compliance teams to maintain high standards of security and governance
Lead and influence cross-functional teams across the enterprise, including vendor management and integration efforts
Build and maintain strong relationships across business lines, inspiring collaboration and accountability
Identify process improvement opportunities and champion innovative solutions
Motivate and guide teams to deliver outcomes that support both field and enterprise goals
Requirements
Bachelor’s degree (preferably in Computer Science, Information Technology, or a related field)
3+ years of experience managing and executing small to mid-size, complex projects in financial services or a similar industry
Experience with protection and wealth distribution platforms and field technology solutions
Proven success leading cross-functional project teams and managing vendor relationships
Strong understanding of data, technology, and cybersecurity concepts
Experience presenting to and influencing a range of audiences, from senior executives to technical teams
Excellent communication, relationship management, and leadership skills
Strong analytical and problem-solving skills with a focus on data-driven decision-making
Demonstrated ability to work independently and manage multiple priorities in a fast-paced environment
Experience working collaboratively with technical roles such as engineers, developers, and data scientists
Benefits
Competitive salaries
Incentive and bonus opportunities
Health insurance
Flexible working arrangements
Professional development opportunities
401(k) matching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.