Chief Technology Officer

Lewis & Ellis • Dallas, TX

5h

About The Position

Lewis & Ellis is a leading full-service insurance and actuarial consulting firm serving a diverse range of clients, from global corporations to regional and mid-sized companies, across life, health, and property & casualty insurance. With close to 200 professionals and a strong track record of growth both organically and through acquisition, the firm is at a pivotal and exciting moment in its development. Beyond core actuarial work, Lewis & Ellis advises clients on regulatory compliance, financial and market conduct examinations, risk management, life settlements, and more. The firm has always believed that innovative use of technology is central to delivering cost-effective, high-quality solutions to complex client challenges. We are now adding a Chief Technology Officer to help us realize that belief more fully, building the technology and AI foundation that will make our consultants sharper, faster, and more valuable to the clients we serve for years to come. This is a senior leadership role for someone who enjoys building thoughtfully and collaboratively inside a firm where the work is intellectually serious and the client relationships are long-term. Reporting directly to firm leadership, you will own our full technology agenda, setting strategic direction, leading our existing IT function, and driving the AI and digital enablement initiatives that will define how Lewis & Ellis competes in the years ahead. The actuarial and insurance consulting industry is at an early stage of technology-driven change. The firms that invest thoughtfully now, in the right tools, the right workflows, and the right capabilities, will be meaningfully better positioned with clients and talent over time. This role is an opportunity to help lead that effort at a firm with the reputation, the relationships, and the ambition to get it right.

Requirements

• A senior technology leader with experience owning technology strategy inside a professional services firm, with a clear understanding that technology succeeds here when it genuinely helps skilled professionals deliver better outcomes for clients
• Proven ability to lead and develop a technology function while simultaneously driving a transformational agenda, comfortable operating at the strategic level and stepping into execution when needed
• The judgment to prioritize technology investments rigorously, distinguishing between what will make a measurable difference to consultants and clients and what is noise
• The credibility and interpersonal skills to build trust with firm leadership, partners, and consultants who have high standards and a healthy skepticism toward technology that does not demonstrably earn its place
• Significant experience with AI tools and a grounded, realistic view of where they add value, both in improving day-to-day workflows and in enabling more proactive, data-informed client advisory
• Experience with ERP and CRM platforms at an integration level. Lewis & Ellis currently uses the Oracle NetSuite platform
• Experience leading or partnering in software/product development efforts, ideally building internal or client-facing tools in a professional services or data-driven environment
• Sound data privacy and governance instincts, particularly around confidential client and regulatory information
• Strong fluency in Microsoft 365 at a deployment and governance level
• An understanding of or genuine curiosity about the insurance and actuarial consulting industry and the regulatory environment in which it operates

Responsibilities

• Setting and owning the firm's technology strategy and roadmap, prioritized by business value, informed by the needs of our consultants and clients, and balanced between near-term operational improvement and longer-term competitive differentiation
• Ensuring our data is treated as a strategic asset, structured, governed, and increasingly leveraged to deepen the insights and benchmarking we can offer clients across pricing, reserving, regulatory compliance, and risk management
• Identifying and implementing AI tools that meaningfully improve how our consultants work, transforming reactive workflows into proactive, intelligence-driven service delivery wherever possible
• Owning and advancing the development of internal software products by partnering with actuarial and consulting teams to define requirements, prioritize features, and lead the design, build, and iteration of tools that enhance client throughput, revenue, delivery, analytics, and firm-wide productivity
• Ensuring our security and data governance posture is appropriate for a firm handling sensitive client, regulatory, and financial information across multiple insurance sectors
• Supporting the technology dimensions of the firm's growth strategy, including acquisitions and geographic expansion, ensuring our technology foundation can absorb and integrate new capabilities cleanly
• Leading and developing our existing IT function, assessing current capabilities and building the team and processes needed to support a growing, acquisition-oriented firm
• Managing our platform, vendor, and systems landscape with an eye toward simplification, integration, and fit-for-purpose solutions that scale with the firm's growth
• Building the internal culture, habits, and literacy around technology that allow the firm to keep pace with and stay ahead of a rapidly evolving landscape

Benefits

• This role offers a genuine opportunity to shape the technology and AI direction of a well-regarded firm at a moment when that direction will matter more than ever.
• You will have a seat at the leadership table, close access to the firm's principals, and the satisfaction of working alongside some of the most rigorous professionals in financial services, people who will challenge you to connect every technology decision to real client and business value.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed