Director of Technology and Innovation

Lyneer Search Group•Farmington, CT

17h•Onsite

About The Position

This is the firm's first technology leadership role, responsible for leading its technology build-out and making decades of insurance research more useful to analysts and clients. The director will move the research archive from file servers to cloud storage, establish data standards, and build AI-powered search and chat so internal users can query the archive in plain language. A client-facing research chat tool is planned for a second phase. The role works directly with the C-suite and involves deciding which solutions to buy or build, connecting new tools to existing research platforms, and managing offshore developers as needed. The position focuses on execution and adoption, partnering with research and deal teams to identify high-value automation and helping the firm change how it works. Year-one goals are to complete the archive migration, launch internal AI search and chat, and automate three to five research workflows. The position is on-site in the Hartford metro area.

Requirements

Bachelor's degree in computer science, engineering, or a related field, or equivalent experience.
At least 5 years of experience in technical product management or engineering leadership.
Hands-on implementation experience with LLMs and RAG, including vector databases and semantic search.
Experience with data migration and infrastructure modernization.
Proficiency in Python, JavaScript, and modern web frameworks.
Experience with cloud platforms; Azure is preferred.
Experience with document processing tools such as LangChain and the OpenAI APIs.
Knowledge of data security and compliance requirements.
Experience both buying and building technical solutions.
Clear communication with non-technical stakeholders and a record of changing how a traditional organization works.

Nice To Haves

Master's degree in computer science, data science, or information systems, or a technical MBA.
Experience in financial services, investment banking, or insurance.
Experience with research publishing or content management systems.
Experience with SharePoint migrations.
Experience with client-facing data products.
Management consulting experience.

Responsibilities

Migrate the research archive from file servers to cloud storage in the Microsoft stack.
Establish data governance and quality standards to prepare the archive for AI.
Connect new tools to the firm's existing research platforms.
Build AI search and chat over the archive for internal users.
Automate research work, including data extraction, report generation, and comparative analysis.
Replace manual tagging and data entry so analysts can focus on analysis.
Build a client-facing research chat tool in phase two.
Partner with research and deal teams to identify high-payoff automation opportunities.
Lead adoption of technology across the firm.
Decide which technical solutions to buy and which to build.
Manage offshore developers as needed.