Head of Producer Digital Platform

Overview

The Head of Producer Digital Platform will lead the end-to-end technology strategy, architecture and delivery of a modern digital ecosystem that empowers producers, agents and distribution partners. This role will drive innovation, scalability and integrations across sales, servicing and engagement channels to enhance producer productivity and digital experience.

As Head of Producer Digital platform, you will oversee a long-term strategic initiative dedicated to delivering a cohesive, integrated, and user-friendly digital experience for producers and agency management across both protection and wealth product lines.

This position reports directly to the Head of Distribution and Wealth Management Technology and collaborates with cross-functional partners to implement our strategic producer workspace and deliver leading digital capabilities that enhance FR productivity. In addition to these responsibilities, the role offers a unique opportunity to leverage artificial intelligence to further transform the producer’s experience. By utilizing AI-powered solutions such as Customer Relationship Management (CRM) systems and financial planning tools, you will enhance functionality across sales and service operations, tailor user engagement, and produce valuable insights to promote both business growth and operational efficiency.

Candidates with strong analytical, organizational, and communication skills who thrive with execution in digital and technology-driven environments will find this role both engaging and rewarding.

• Define, refine and execute the technology vision and roadmap for the producer platform in alignment with business and distribution strategy.
• Lead architecture, engineering, Dev Ops, and data integration efforts to deliver a seamless, scalable, and secure platform experience. Workforce will be domestic, off/near shore, FTE and contract mix.
• Partner with business, product management, and user experience teams to translate producer needs into digital capabilities that drive adoption and efficiency
• Oversee platform modernization, API enablement, and integration with CRM, policy administration, Guardian eco system, and analytics systems.
• Ensure that the platform's implementation utilizes AI, foundational data and API standards to prevent the accumulation of future technology debt.
• Establish and enforce engineering and security standards, ensuring reliability, performance, and compliance across all digital assets.
• Build and mentor high-performing engineering and architecture teams, fostering a culture of innovation, agility, and continuous improvement.
• Manage vendor partnerships, technology budgets, and resource planning to ensure timely and cost-effective delivery.
• Measure and report platform health, adoption, and business impact to inform continuous
• Provide leadership, monitor competitor activities and industry developments, and assess new technologies for recommendation.
• Ensure that technology solutions effectively meet present challenges and business requirements, while also being optimally structured to scale and accelerate time to market for future feature enhancements.
• Foster an environment that promotes digital innovation, continuous growth, and ongoing development.

• Bachelor’s degree in computer science / information systems or related field
• 10 + years of successful experience executing large-scale initiatives and leading development projects with teams of 25 or more professionals
• Solid experience leading vendor relationships to improve overall capabilities along with negotiating new service level agreements and securing additional services
• Over ten years of proven experience collaborating with business users and understanding organizational needs in relation to IT systems.
• Experience with Customer Relationship Management implementations including Salesforce
• Solid understanding of Financial Services and Wealth Management industry
• Experience in the creation and execution of a digital technology strategy
• Excellent communication skills, with ability to articulate complex issues or ideas clearly
• Demonstrable experience in redefining and leading team effectiveness by adoption and…