Wealth Management Third Party Platform Technology Owner

As the Wealth Management Third Party Platform Technology Owner, you will be responsible for driving the implementation of ongoing improvements for the third-party technology platforms that enable our wealth management business. This role ensures seamless day-to-day platform operations while driving innovation and improvement through strong vendor partnerships and close collaboration with the Park Avenue strategy team. You will play a pivotal role in integrating field feedback, aligning technology initiatives with business goals, and effectively communicating changes across the organization as well as managing a direct report.

You are

• A strategic thinker and proactive leader who excels at managing complex technology ecosystems.

• Passionate about building relationships, integrating feedback, and driving innovation through collaboration with vendors and internal stakeholders. You

• Able to thrive in fast-paced environments and can balance competing priorities while maintaining a customer-centric focus.

You will

• Platform Management: Oversee daily performance, issue resolution, and enhancements for all third-party technology platforms supporting wealth management, ensuring high levels of field and client satisfaction. Assist leadership in developing strategic plans for these platforms; have primary responsibility for executing those strategies to drive successful implementation and continuous improvement.

• Vendor Partnerships: Partner with the PAS strategy team to assist in owning the relationship with our third-party platform vendors, fostering collaborative relationships to maximize value, coordinate integrations, and negotiate contracts and service levels.

• Enhancement Implementation: Manage the end-to-end process for platform enhancements, from gathering requirements and prioritization to rollout and adoption, ensuring clear communication of timelines, benefits, and KPIs

• RFP Processes: Lead or support requests for proposals (RFPs), vendor evaluations, and business requirements to ensure the selection and management of best-in-class technology solutions.

• Communication Channels: Effectively communicate technology updates, enhancements, and strategic initiatives to the field and executive leadership through channels such as Field Advisory Board meetings, Executive Committee presentations, written communications, attending advisor conferences, and participating in in-person agency meetings.

• Industry Awareness: Stay abreast of industry trends, market leaders, and emerging technologies relevant to wealth management platforms.

• Feedback Integration: Proactively gather and synthesize feedback from field representatives and clients, integrating insights into technology strategy and ongoing platform improvements.

• Relationship Building: Cultivate strong relationships with internal stakeholders, field leaders, executive teams, and cross-functional partners, to ensure alignment and support for technology initiatives.

• Field and Stakeholder Engagement: Build strong relationships with internal stakeholders, field leaders, and vendors to ensure alignment on technology initiatives. Communicate updates and enhancements clearly through meetings, presentations, and written channels, while gathering feedback to inform strategy and drive adoption.

• Enhancement Prioritization: Establish transparent processes for evaluating, prioritizing, and communicating technology enhancement requests, balancing field needs with strategic objectives.

• Change Management: Lead change management efforts associated with technology enhancements, working with internal training teams to build home office training, documentation, and support to drive successful adoption and minimize disruption.

You have

• At least 5 years of professional experience in technology leadership roles within the wealth management industry, including direct responsibility for managing technology platforms, vendor partnerships, and cross-functional project delivery.

• Demonstrated expertise in wealth management technology platforms, with hands-on experience managing third-party solutions and vendor relationships.

• Strong strategic thinking, analytical, and problem-solving skills, with a track record of delivering technology initiatives that drive business outcomes.

• Exceptional communication and presentation abilities, with experience engaging executive leadership and field teams.

• Proven ability to build consensus, manage competing priorities, and lead cross-functional teams through change.

• Familiarity with RFP processes, contract negotiations, and industry best practices in technology procurement and implementation.

Location

This is a hybrid role 3 days a week in either our New York City (Hudson Yards) or Bethlehem, PA office .

Salary Range:

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.