SVP, Head of Distribution & Wealth Management Technology Greater New York City, NY Area

About Us

We’re a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work—enabling our ambitious strategy while building a culture of high performance, creativity, and partnership.

About the Role

Prosperity is seeking a visionary and execution-oriented Head of Distribution & Wealth Management Technology to lead the strategy, development, and delivery of the technology ecosystem supporting insurance distribution, agent enablement, sales productivity, and new business acquisition. The role will prioritize a connected digital experience from agent sign-on through first policy issuance, while supporting integration with broader wealth management and client servicing capabilities.

This executive leader will own the end-to-end distribution technology experience, including agent onboarding and contracting, licensing and appointments, agent portals, commissions, illustrations, electronic new business applications, and partner integrations. The scope also includes wholesaler CRM and sales team technology that enable relationship management, pipeline visibility, and distribution growth. Working across these capabilities, this leader will build a modern, AI-enabled platform that connects agents, distribution partners, sales teams, and new business operations to simplify submission, improve case visibility, and accelerate policy issuance.

This role will also partner with JAB Institutional, Prosperity’s sister company and a growth and innovation platform within JAB Insurance, JAB Holding Company’s global insurance business. Focused on insurance and financial services, JAB Institutional is building a planning-led wealth management and advisory platform for households with $500,000 to $2 million in investable assets.

What You’ll Do

Technology Strategy & Executive Leadership

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, with connectivity to wealth management and client servicing platforms.

Develop multi-year technology roadmaps aligned with business objectives, distribution growth plans, regulatory requirements, and agent, partner, sales team, and client experience priorities.

Serve as a strategic advisor to executive leadership on technology investments, platform choices, delivery risks, operating models, and priorities.

Build, develop, and lead high-performing technology teams while fostering a culture of innovation, accountability, collaboration, and disciplined execution.

Agent, Distribution & Sales Technology

Own platforms supporting agent recruitment, digital sign-on, onboarding, contracting, licensing verification, appointments, and ongoing eligibility to sell, with connected workflows and visibility into agent readiness.

Lead agent portal and digital workstation capabilities that provide access to product information, illustrations, applications, onboarding requirements, case status, commission statements, and servicing tools through a connected experience.

Own wholesaler CRM and sales team technology supporting agent and partner relationship management, territory and activity management, opportunity pipelines, sales enablement, and production reporting.

Oversee commission technology supporting agent hierarchies, compensation schedules, calculation, payment, reconciliation, and reporting, in partnership with Distribution, Finance, and Operations.

Illustrations, New Business & Partner Integrations

Lead illustrations and electronic new business application technology, including product and quoting capabilities, application data capture and validation, electronic signatures, suitability and best-interest review workflows, and submission to new business systems.

Connect application intake, underwriting integrations, requirements tracking, funding, and policy administration handoffs to support straight-through processing, exception resolution, and first policy issuance, with clear case status for agents and sales teams.

Own partner integrations with agencies, independent marketing organizations, banks, broker-dealers, and technology providers, enabling secure exchange of agent, application, policy status, and commission data across distribution channels.

Support broader wealth management capabilities, including financial planning, account opening, custodian connectivity, investment management, and client reporting, ensuring integration with insurance distribution and servicing platforms.

Platform Modernization & Innovation

Drive modernization of agent, distribution, sales, and new business platforms through cloud technologies, API-based architectures, reusable services, data integration, and modern digital capabilities.

Identify and deliver opportunities to use artificial intelligence, automation, and intelligent agents to improve agent onboarding, wholesaler effectiveness, sales engagement, decision-making, and operational efficiency.

Advance straight-through processing, intelligent workflow, and analytics across the agent-to-issue journey, reducing duplicate data entry, manual handoffs, and processing delays.

Partner with Enterprise Architecture, Data, Information Security, and Risk leaders to ensure solutions align with enterprise standards and control requirements.

Vendor, Delivery & Platform Governance

Manage strategic relationships with distribution technology vendors, implementation and integration partners, insurance and fintech providers, custodians, and outsourced delivery organizations.

Establish disciplined product delivery, release management, environment governance, operational readiness, production support, and service-management practices.

Ensure platform resilience, cybersecurity, privacy, regulatory compliance, business continuity, and records-management requirements are met.

Establish performance measures for agent onboarding cycle time, application completion and submission quality, time to first policy issuance, commission accuracy, and CRM and portal adoption, alongside delivery quality, service levels, risk management, and cost effectiveness.

Enterprise Partnership

Partner closely with Distribution and Sales leadership, Agent Services, New Business Operations, Product, Compliance, Legal, Risk, Marketing, Finance, Wealth Management, Data, and Technology to prioritize capabilities and resolve cross-functional dependencies across the agent-to-issue journey.

Communicate technology strategy, roadmaps, investment needs, progress, dependencies, and risks to senior and executive leadership.

Lead cross-functional decision-making and support enterprise initiatives involving platform integration, cloud transformation, AI adoption, data modernization, and business growth.

What You’ll Bring

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 Skills

Wealth management platforms, advisor workstations, CRM, financial planning, portfolio management, trading, rebalancing, and performance reporting technologies

Insurance illustrations, e-application, underwriting, new business, policy administration, commissions, and servicing platforms

Digital advisor and client portals, omnichannel experiences, workflow, and intelligent automation

Cloud platforms, API-based integration, event-driven architecture, data integration, and modern enterprise technology ecosystems

Product delivery, release management, environment governance, operational readiness, production support, and service management

Cybersecurity, privacy, resiliency, business continuity, and technology risk controls

Core Competencies

Enterprise and strategic thinking

Distribution and wealth management technology leadership

Advisor and client experience orientation

Platform modernization and innovation

Executive influence and cross-functional partnership

Vendor and ecosystem management

Talent development and organizational leadership

Accountability and execution excellence

What We Offer

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

A compensation package with a base range of $250,000 to $275,000 annually

A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance

Remote/hybrid work arrangement

At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, sex, gender identity, sexual orientation, age, disability, veteran status, or any other status protected by applicable law.

We strive to provide a meaningful and accessible interview experience for all candidates. If you need a reasonable accommodation during the hiring process, please let your recruiter know.