Chief Technology Officer

Lewis & Ellis Inc. • Addison, TX

2d

About The Position

Lewis & Ellis is a leading full-service insurance and actuarial consulting firm. With close to 200 professionals and a strong track record of growth, the firm is at a pivotal moment. We are adding a Chief Technology Officer to help us realize our belief in the innovative use of technology, building the technology and AI foundation that will make our consultants sharper, faster, and more valuable to clients. This is a senior leadership role reporting directly to firm leadership, where you will own our full technology agenda, setting strategic direction, leading our existing IT function, and driving AI and digital enablement initiatives. The actuarial and insurance consulting industry is at an early stage of technology-driven change, and this role offers an opportunity to help lead that effort at a firm with the reputation, relationships, and 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.

What This Job Offers

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