United States
CSC Leasing Co.
Magis Capital Partners LL
Order Entry Platform Manager
United States
Berwyn, Pennsylvania, United States
About us
Based in Berwyn PA, FIDx is an innovative, award-winning WealthTech digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.
About the role
This role owns the delivery, quality, and ongoing operation of FIDx’s hosted order entry platform, including the advisor-facing experience and custom suitability forms. Working closely with internal teams, iPipeline, carriers, and a third-party forms development partner, this person manages platform enhancements, forms development, releases, and production support to ensure a reliable, seamless advisor experience. Success requires strong execution, effective partner management, and the ability to drive accountability across multiple workstreams.
Responsibilities
- Own platform delivery and quality: Oversee the build, maintenance, testing, and release lifecycle for the hosted order entry platform and custom suitability forms, establishing consistent standards for quality and execution.
- Manage the development roadmap: Partner with Product to prioritize carrier requirements, advisor experience improvements, and platform stability.
- Lead vendor and partner relationships: Manage iPipeline and the third-party forms development partner, overseeing service levels, workloads, priorities, timelines, quality, and escalations.
- Oversee forms development: Manage the service from requirements intake through scoping, development, testing, validation, and deployment, ensuring changes support a seamless advisor experience.
- Coordinate carrier delivery: Serve as the primary carrier contact for forms management, testing, and delivery, ensuring requirements are understood and carriers remain accountable for the quality of their forms.
- Align cross-functional work: Coordinate with Product, Implementations, Carrier Operations, and QA to keep development and partner activities aligned with FIDx’s priorities.
- Lead production support: Drive incident resolution, root cause analysis, and timely fixes for the order entry platform to maintain platform reliability.
- Maintain communication and documentation: Communicate enhancements and releases to internal stakeholders and, where appropriate, carriers and firms; maintain release notes, service processes, and post-release reviews to support visibility and continuous improvement.
Qualifications
- 5+ years of experience owning a software platform, product, or technical service — ideally in financial services, insurance, or wealth management technology.
- Direct experience managing vendor or partner relationships, including service levels, roadmaps, and escalations.
- Comfort owning quality and delivery outcomes without direct authority over the people doing the work — strong influence and accountability skills.
- Familiarity with annuity, order entry, or AOE (agent/advisor order entry) platforms is a strong plus; familiarity with suitability requirements (FINRA Rule 2111, Reg BI, NAIC Suitability Model Regulation) is a plus.
- Experience with production support processes: incident management, root cause analysis, and post-release review.
- Strong written and verbal communication skills, with the ability to translate technical issues for both internal and carrier/firm audiences.
- A bias toward execution: someone who can run multiple workstreams (build, vendor, forms, production support) at once without losing quality.
- Interest in eventually building out the operational/financial side of a service model (budgeting, pricing, scalability).
Expected Hours of Work
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, Wednesday, and Thursday with team members working from home on Friday. For those who want to be in the office Monday through Friday, the office is open.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required in connection with this position.
Magis Capital Partners LLC, which provides management services to FIDx, is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.
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