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 us at: http://marshmma.com/careers.