Senior Director, Technology

integritymarketing; Austin (TX); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation package

Medical, dental, vision, and life insu

Voluntary disability

Paid time off

401K with company match

Job summary

Lion Street is seeking a Senior Director of Technology to lead technology strategy, digital transformation initiatives, and operations. This executive partner with leaders to modernize capabilities, improve efficiency, and deliver an integrated advisor experience across the company platform.

The role oversees infrastructure, cybersecurity, data management, applications, cloud services, governance, and budgets, driving scalable tech solutions for growth and risk management in a financial services

Qualifications

• 15+ years of progressive technology leadership experience.
• Experience overseeing large-scale enterprise systems.
• Proven success leading technology strategy, digital transformation, and organizational change.
• Experience managing large technology budgets, vendor relationships, and portfolios.
• Background in financial services, insurance, wealth management, or advisor distribution.

Responsibilities

• Develop and execute the organization's long-term technology vision, strategy, and roadmap.
• Lead technology functions including infrastructure, applications, cybersecurity, data, cloud services, and operations.
• Establish technology policies, governance, standards, and procedures aligned with business objectives.
• Partner with executive leadership to align technology investments with priorities and growth.
• Drive digital transformation, operational efficiency, scalability, and service reliability.
• Oversee cybersecurity, risk management, regulatory compliance, and disaster recovery readiness.
• Direct technology architecture, system integrations, budgets, vendor relationships, and investments.
• Create and maintain a technology roadmap prioritizing value, advisor experience, and scalability.
• Lead development of a unified advisor experience across critical systems and resources.
• Collaborate with stakeholders to translate business needs into scalable tech solutions.

Skills

Technology leadership

Digital transformation

Vendor management

Budget management

Cross-functional leadership

Strategic planning

Education

Bachelor's degree

Master's degree

Tools

AI-enabled solutions

Automation technologies

Enterprise applications

Job description

About Lion Street

Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Founded in 2010, Lion Street is managed by a team of experienced industry veterans. It was purchased by Integrity in January of 2022.

For more information on Lion Street, please go to www.lionstreet.com.

Job Summary:

The Senior Director, Technology will oversee and lead technology strategy, digital transformation initiatives, operations, and innovation. This role serves as a strategic business and technology leader responsible for infrastructure, applications, cybersecurity, data management, digital transformation, and technology investments to ensure alignment with business objectives, growth, security, and operational excellence. This executive will partner closely with business leaders, advisors, affiliates, and stakeholders to modernize technology capabilities, improve operational efficiency and deliver an intuitive, integrated advisor experience across the company platform.

Job Duties and Responsibilities:

• Develop and execute the organization's long-term technology vision, strategy, and roadmap.
• Lead technology functions, including infrastructure, applications, cybersecurity, data, cloud services, and operations.
• Establish technology policies, governance, standards, and procedures aligned with business objectives.
• Partner with executive leadership to align technology investments with strategic priorities and growth initiatives.
• Drive digital transformation, innovation, operational efficiency, scalability, and service reliability initiatives that simplify and enhance the advisor, affiliate, and employee experience.
• Oversee cybersecurity, risk management, regulatory compliance, business continuity, and disaster recovery readiness.
• Direct technology architecture, system integrations, enterprise applications, budgets, vendor relationships, and investments.
• Create and maintain a technology roadmap prioritizing business value, advisor experience, operational impact, and scalability.
• Lead the development of a unified advisor experience that simplifies access to critical systems, information, communications, and service resources.
• Collaborate with business stakeholders to identify pain points and translate business needs into scalable technology solutions.
• Identify and deliver high-impact technology solutions such as advisor experience platforms, undefined

Desired Skills and Experience:

• Bachelor's degree in Information Technology, Computer Science, Engineering, Management Information Systems, Business Administration, or a related field required; Master's degree preferred.
• 15+ years of progressive technology leadership experience.
• Extensive experience overseeing multiple technology functions and large-scale enterprise systems.
• Proven success leading technology strategy, digital transformation, and organizational change initiatives.
• Experience managing large technology budgets, strategic vendor relationships, and enterprise technology portfolios.
• Demonstrated experience leading directors, senior leaders, and cross-functional technology organizations.
• Knowledge of implementing AI-enabled solutions, automation technologies, and data-driven business tools.
• Strong background within financial services, insurance, wealth management, brokerage or advisor distribution organizations.

Benefits

We include benefits that make work-life more fun with a peace of mind for our team. These benefits include but are not limited to:

• Competitive compensation package
• Medical, dental, vision, and life insurance
• Voluntary disability
• Paid time off
• 401K with company match

We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.

About Integrity

Integrity Integrity is one of the nation's leading independent distributors of life, health, and wealth insuranceproducts. With a strong insurtech focus, we embrace a broad and innovative approach to servingagents and clients alike. Integrity is driven by a singular purpose: to help people protect their life,health and wealth so they can prepare for the good days ahead. Integrity offers you the opp