Chief Information Officer, GBS Financial

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work;

think of Gallagher.

We are seeking a visionary and strategic Chief Information Officer (CIO) to lead the GBS Financial Business Line. The CIO will play a critical role in aligning technology strategies with business objectives, driving innovation, and ensuring the delivery of secure, scalable, and efficient technology solutions. This role requires a leader with deep expertise in retirement consulting, financial planning, and life insurance brokerage technologies, as well as a proven ability to lead cross-functional global teams in a dynamic and fast-paced environment.

Reporting

• Reports to the GBS CIO.
• Strong dotted line to Head of GBS Financial Business Line.

Key Responsibilities

Strategic Leadership

• Develop and execute the technology strategy for the Financial Business Line, ensuring alignment with the overall business goals and objectives.
• Shape and execute the technology roadmap for GBS Financial, aligning with GBS and Gallagher’s corporate strategy and the unique needs of life insurance, retirement, investments, and wealth management consulting.
• Collaborate with practice leaders and merger partners to integrate acquired technology and tools aligning with the business line technology strategy and roadmap.
• Identify emerging technologies and trends to drive innovation and maintain a competitive edge in the market.
• Collaborate with senior leadership to define and implement digital transformation initiatives that enhance operational efficiency and client experience reshaping the journey for both internal and external clients.
• Collaborate with business leaders to identify technology-driven opportunities for revenue growth, operational efficiency, and enhanced fiduciary oversight.

Technology Operations

• Oversee the design, implementation, and maintenance of systems and platforms to support Business Line operations.
• Ensure the security, scalability, and reliability of technology infrastructure, with a focus on data protection and compliance with regulatory requirements.
• Optimize IT processes and systems to reduce costs, improve performance, and enhance service delivery.
• Work with business line and functional leadership to continually rationalize the application portfolio, consisting of applications added organically and acquired from M&As, to minimize vendors, applications, complexity, and cost.
• Ensure the ongoing operation of software applications meets requirements for performance, availability, recoverability, compliance, and security.
• Lead the selection, negotiation, and ongoing management of third-party vendors for financial technologies, ensuring alignment with SLAs and organizational goals. Accountable for development of IT performance metrics specific to the Business Line required to operate efficiently and effectively.

Team Leadership and Development

• Lead, mentor, and develop a high-performing global IT team, fostering a culture of collaboration, innovation, and accountability.
• Build and maintain strong relationships with internal stakeholders, external vendors, and partners to ensure effective delivery of technology solutions.

Risk Management and Compliance

• Develop and implement robust risk management strategies to protect the business line technology assets and data.
• Ensure technology solutions meet regulatory requirements (ERISA, SEC, FINRA, etc.) and industry best practices…