Job Description
Job Description
A distinguished, specialist financial services organization with operations spanning several international markets is looking for a seasoned and forward-thinking technology executive to take the helm of its entire technology function. This represents an exceptional opportunity to assume a C-suite leadership position within a high-caliber, niche firm that serves an elite clientele of ultra-high-net-worth individuals and institutional partners worldwide.
The successful candidate will step into a dynamic environment with several technology projects already underway — among them AI-driven client portals and internal process automation tools — and will be charged with steering these to successful delivery while simultaneously charting the firm's broader technology vision. Our client is looking for a leader who can operate fluidly between executive-level strategic discussions and hands-on technical oversight of architecture decisions and vendor output.
This is a full-time, on-site position located in Aventura, Florida. Our client maintains a strong in-person working culture, and all candidates must be prepared to be on-site daily. For standout candidates, relocation support is available.
Core Responsibilities
AI & Digital Product Delivery
- Remain at the forefront of developments in artificial intelligence and machine learning, ensuring our client's technology capabilities stay current and competitive.
- Take ownership of the firm's AI-powered product portfolio, encompassing both external-facing digital platforms and internal decision-support tools.
- Conduct a thorough assessment of all active development efforts, pinpointing risks, realigning priorities where needed, and driving projects through to production-ready completion.
Strategic Technology Direction
- Act as the senior technology advisor to the executive team, distilling complex technical matters into actionable business insights.
- Craft, own, and execute a comprehensive technology strategy that supports business goals across both domestic and international operations.
- Lead the evaluation, selection, and ongoing governance of external technology partners, ensuring strict adherence to agreed timelines, deliverables, and quality standards.
Infrastructure & Systems Oversight
- Ensure all technology platforms satisfy cybersecurity standards and comply with regulatory obligations relevant to internationally operating financial services firms.
- Architect and safeguard the systems responsible for managing sensitive financial and client data across multiple regulatory jurisdictions.
- Administer and continuously improve the firm's Microsoft-centric technology environment, including CRM systems (Microsoft Dynamics), collaboration tools, and third-party integrations.
Digital Properties & Web Presence
- Partner with internal marketing stakeholders and external web development agencies to keep all digital properties secure, contemporary, and well-maintained.
- Provide strategic and technical leadership over the firm's portfolio of client-facing websites.
People & Partner Management
- Own and manage all vendor relationships — current and future — ensuring that scopes of work, budgets, and milestones are clearly defined and consistently delivered.
- Progressively build, structure, and develop a high-performing internal technology team aligned to the firm's scaling ambitions.
Requirements
Essential Qualifications
- Meaningful tenure in financial services, fintech, wealth management, insurtech, or another heavily regulated sector.
- Proven ability to rescue, restructure, or turn around technology initiatives that have stalled or underdelivered.
- Deep, practical knowledge of software engineering principles, systems architecture, and full-stack development paradigms.
- A minimum of ten years in progressive technology leadership positions, including three to five years serving in a CTO or equivalent executive capacity.
- Hands-on proficiency in artificial intelligence and machine learning, with direct involvement in building or directing AI-powered product development.
- Outstanding interpersonal and communication abilities, particularly the skill to bridge the gap between deeply technical teams and non-technical business leaders.
- Established experience directing third-party development firms and vendor teams across complete project lifecycles.
- Strong command of Microsoft enterprise ecosystems, with familiarity with CRM platforms — experience with Microsoft Dynamics is particularly valued.
- Must be available and willing to work on-site full-time in Aventura, Florida.
Desirable Qualifications
- Hands-on experience with insurance technology, including premium financing platforms or estate planning solutions.
- Exposure to cybersecurity frameworks and compliance standards specific to the financial services industry.
- A bachelor's or master's degree in Computer Science, Software Engineering, Information Systems, or a closely related discipline (equivalent hands-on experience will be considered).
- Familiarity with AI-powered chatbot development and their integration into enterprise CRM workflows.
- Prior experience operating within or alongside financial services firms with multi-jurisdictional footprints (spanning the U.S., Europe, and/or the Middle East).
- A track record of delivering client-facing financial portals, digital wallet products, or comparable consumer-oriented fintech applications.
- Experience leading or overseeing property and casualty insurance quoting engines or aggregator-style insurance platforms.
Benefits
Base Salary: $200,000 to $300,000 annually, depending on experience and qualifications.
Additional Benefits:
- Eligibility for performance-driven bonuses
- Full health, dental, and vision coverage
- Paid Time Off in line with firm policy
- Relocation support for candidates moving to the South Florida area
- The chance to join a prestigious, rapidly growing international financial services organization
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
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- Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
- Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
- Rhode Island: We do not request or require salary history from applicants.
- Connecticut: We provide wage range information upon request or before discussing compensation.
- New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment: Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
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Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.