Director of FinTech, Client Delivery Solutions
National African-American Insurance Association (NAAIA), Austin, TX, United States
Director of FinTech Client Delivery Solutions
Department: Financial Consulting
Reports To: Vice President, Financial Consulting
Location: Hybrid / Remote - Dallas, TX
Position Overview: The Director of FinTech Client Delivery Solutions at Marsh McLennan Agency leads a high‑performing team responsible for managing client financial deliverables and operational outcomes powered by proprietary technology platforms. This role ensures precision, scalability, and strategic insight on deliverables such as forecasts, self‑funded feasibility studies, and network performance reviews. The Director works closely with underwriting and analytics teams to align technology‑driven outputs with risk assessment, pricing strategies, and data validation needs while overseeing financial prospecting models and network analysis capabilities.
What can you expect to do?
Lead and develop a client delivery team producing financial deliverables including forecasts, self‑funded feasibility analyses, renewal projections, and plan performance summaries.
Work closely with underwriting teams to ensure FinTech outputs support accurate risk selection, pricing models, and renewal strategy development.
Partner with analytics teams to validate model assumptions, incorporate predictive insights, and maintain data integrity across all client deliverables.
Oversee deployment and optimization of proprietary FinTech tools that automate core financial modeling, network analysis, and reporting processes.
Integrate financial prospecting models into client deliverables to identify emerging cost drivers, coverage opportunities, and market positioning insights.
Guide utilization of network analysis capabilities to evaluate provider performance, cost efficiency, and utilization trends that inform client strategy.
Drive data standardization and automation within the FinTech suite to ensure efficient, repeatable, and compliant delivery processes.
Facilitate cross‑functional alignment between client delivery, underwriting, and analytics to streamline workflows and resolve data dependencies.
Support client‑facing teams in presenting technology‑driven findings that influence renewals, funding recommendations, and network optimization strategies.
Collaborate with business development to use prospecting and network insights in proposals and new business presentations.
Provide operational reporting and improvement updates to executive leadership, highlighting advancements in delivery execution and proprietary tool adoption.
What do we look for?
Bachelor's degree in Finance, Business, or related field required; MBA or advanced degree preferred.
8+ years of experience in financial client delivery, insurance, or FinTech operations, with at least 3 years in a leadership role.
Demonstrated expertise in leveraging financial prospecting models and network analysis tools to inform client decisions and growth initiatives.
Proven ability to implement and manage proprietary financial technology platforms supporting modeling, forecasting, and reporting functions.
Proficiency in Excel, data platforms, and financial reporting systems.
Strong leadership, organizational, and interpersonal skills with a track record of guiding teams through technology‑enabled transformation.
Excellent communication skills and ability to translate financial outputs into actionable business recommendations.
Experience with healthcare or insurance‑related financial modeling, stop‑loss structures, or provider network contracting.
Strong working relationships with underwriting/actuarial and analytics functions in consulting, brokerage, or TPA environments.
Hands‑on experience refining or scaling proprietary FinTech solutions for client delivery.
Strong operational mindset with focus on process optimization and innovation.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit: http://marshmma.com/careers.
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Reports To: Vice President, Financial Consulting
Location: Hybrid / Remote - Dallas, TX
Position Overview: The Director of FinTech Client Delivery Solutions at Marsh McLennan Agency leads a high‑performing team responsible for managing client financial deliverables and operational outcomes powered by proprietary technology platforms. This role ensures precision, scalability, and strategic insight on deliverables such as forecasts, self‑funded feasibility studies, and network performance reviews. The Director works closely with underwriting and analytics teams to align technology‑driven outputs with risk assessment, pricing strategies, and data validation needs while overseeing financial prospecting models and network analysis capabilities.
What can you expect to do?
Lead and develop a client delivery team producing financial deliverables including forecasts, self‑funded feasibility analyses, renewal projections, and plan performance summaries.
Work closely with underwriting teams to ensure FinTech outputs support accurate risk selection, pricing models, and renewal strategy development.
Partner with analytics teams to validate model assumptions, incorporate predictive insights, and maintain data integrity across all client deliverables.
Oversee deployment and optimization of proprietary FinTech tools that automate core financial modeling, network analysis, and reporting processes.
Integrate financial prospecting models into client deliverables to identify emerging cost drivers, coverage opportunities, and market positioning insights.
Guide utilization of network analysis capabilities to evaluate provider performance, cost efficiency, and utilization trends that inform client strategy.
Drive data standardization and automation within the FinTech suite to ensure efficient, repeatable, and compliant delivery processes.
Facilitate cross‑functional alignment between client delivery, underwriting, and analytics to streamline workflows and resolve data dependencies.
Support client‑facing teams in presenting technology‑driven findings that influence renewals, funding recommendations, and network optimization strategies.
Collaborate with business development to use prospecting and network insights in proposals and new business presentations.
Provide operational reporting and improvement updates to executive leadership, highlighting advancements in delivery execution and proprietary tool adoption.
What do we look for?
Bachelor's degree in Finance, Business, or related field required; MBA or advanced degree preferred.
8+ years of experience in financial client delivery, insurance, or FinTech operations, with at least 3 years in a leadership role.
Demonstrated expertise in leveraging financial prospecting models and network analysis tools to inform client decisions and growth initiatives.
Proven ability to implement and manage proprietary financial technology platforms supporting modeling, forecasting, and reporting functions.
Proficiency in Excel, data platforms, and financial reporting systems.
Strong leadership, organizational, and interpersonal skills with a track record of guiding teams through technology‑enabled transformation.
Excellent communication skills and ability to translate financial outputs into actionable business recommendations.
Experience with healthcare or insurance‑related financial modeling, stop‑loss structures, or provider network contracting.
Strong working relationships with underwriting/actuarial and analytics functions in consulting, brokerage, or TPA environments.
Hands‑on experience refining or scaling proprietary FinTech solutions for client delivery.
Strong operational mindset with focus on process optimization and innovation.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit: http://marshmma.com/careers.
#J-18808-Ljbffr