Director, Wealth Product Strategy

Orion; San Francisco (CA); Hybrid; USD 178,000 - 287,000; Full time

Benefits offered by this job

Health and dental benefits

Vision benefits

Disability coverage on day one

401(k) with employer match

Paid parental leave

Pet benefits (pawternity leave & pet保险

Student loan repayment

Job summary

Orion Wealth Management is seeking a Director of Wealth Product Strategy to set the vision, roadmap, and business priorities for Orion's wealth offerings, spanning proprietary and third‑party solutions.

reporting to the VP, Wealth Strategy, the role focuses on what to build, why it matters, and how to drive advisor value, revenue growth, and scalable platform economics. Hybrid work with on‑site days in the SF East Bay region.

Qualifications

• Bachelor's degree in a relevant field required; MBA or CFA preferred.
• 10+ years of experience in product strategy, corporate strategy, or wealth management environments.
• Experience building roadmaps, business cases, pricing analyses, and executive‑level recommendations.

Responsibilities

• Define and maintain a forward‑looking investment product strategy and roadmap aligned with advisor needs and growth priorities.
• Identify and evaluate new product and service opportunities across investment strategies and wealth platforms.
• Develop business cases with market sizing, pricing strategy, profitability, and implementation considerations.
• Build competitive intelligence across TAMPs, broker‑dealers, RIAs, and wealth platforms to inform pricing and differentiation.
• Shape product positioning, packaging, pricing, and go‑to‑market design with sales and marketing teams.
• Translate strategy into clear requirements, launch priorities, success metrics, and governance.
• Prepare executive‑level recommendations for high‑priority product initiatives and partnerships.
• Help lead and scale the Wealth Strategy team with a focus on strategic clarity and measurable business impact.

Skills

Strategic thinking

Financial modeling

Pricing strategy

Executive influence

PowerPoint

Excel

Wealth management knowledge

Education

Bachelor's degree

MBA or CFA preferred

Job description

About This Opportunity

Orion Wealth Management is seeking a Director, Wealth Product Strategy to define the vision, roadmap, and business priorities for Orion's wealth product offerings, including proprietary and third‑party solutions. Reporting into the VP, Wealth Strategy, this role will serve as a key member of the Wealth Management Product and Platform team and will focus on determining what Orion should build, why it matters, and how it can create differentiated advisor value, revenue growth, and scalable platform economics.

The Director will lead product strategy efforts across ideation, market research, competitive intelligence, business case development, pricing strategy, positioning, and implementation design. Investment products and solutions will span all asset classes, goal orientations, vehicle structures, and platform delivery models. The Director will partner closely with product management, investment, distribution, operations, technology, legal/compliance, and marketing teams to translate strategic priorities into actionable initiatives that strengthen Orion's competitive position and advisor adoption.

The ideal candidate is intellectually curious, highly analytical, commercially minded, and able to connect advisor needs, market trends, product economics, and platform capabilities into a clear strategic agenda. This position requires the ability to develop compelling business cases, influence senior stakeholders, and shape product decisions that drive growth, differentiation, and long-term value creation.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on‑site at one of the listed office locations. Ideal candidates will reside in the East Bay Region of the San Francisco Bay Area and have flexibility to work on‑site as needed.

Responsibilities

• Define and maintain a forward‑looking investment product strategy and roadmap aligned with advisor needs, market trends, competitive gaps, and Orion's growth priorities
• Identify and evaluate new product and service opportunities across investment strategies, investment services, wealth solutions, and platform‑delivered capabilities
• Develop business cases supported by market opportunity sizing, competitive research, advisor demand analysis, pricing strategy, revenue modeling, profitability assessment, and implementation considerations
• Build deep competitive intelligence across TAMPs, broker‑dealers, RIAs, asset managers, and wealth platforms to inform product positioning, pricing, and differentiation
• Shape product positioning, packaging, pricing, and go‑to‑market design in partnership with sales, marketing, product management, and distribution teams
• Partner with product management and cross‑functional teams to ensure strategy is translated into clear requirements, launch priorities, success metrics, and ongoing product governance
• Prepare executive‑level recommendations and decision materials for high‑priority product initiatives, including new product development, product rationalization, pricing optimization, and partnership opportunities
• Help lead, develop, and scale the Wealth Strategy team, building a high‑performing function known for strategic clarity, analytical rigor, executive influence, and measurable business impact

Limited travel expected (estimated to be <15%) for both internal and external meetings, industry events, or conferences

Knowledge, Skills, & Abilities

• Strong strategic thinking and analytical problem‑solving skills, with the ability to synthesize market data, advisor feedback, competitive insights, and financial analysis into actionable recommendations
• Excellent financial modeling, market sizing, pricing analysis, and business case development skills; strong Excel and PowerPoint skills are a must
• Deep understanding of financial services, investment products, wealth management platforms, advisor business models, and distribution dynamics
• Proven aptitude for competitive market research, product strategy, pricing strategy, product positioning, and commercial opportunity assessment
• Ability to influence senior leaders and cross‑functional stakeholders, drive alignment, and communicate complex ideas clearly through executive‑ready materials
• Comfortable operating in ambiguity, prioritizing opportunities, and balancing strategic vision with practical implementation considerations
• Collaborative, commercially oriented, intellectually curious, and biased toward action in a fast‑paced, evolving environment
• AI proficiency is encouraged and valued

How Success Will Be Measured

• Progress against the product strategy roadmap, measured by prioritized opportunities moving from business case to approved investment and launch
• Commercial impact of new and repositioned products, measured by asset growth, revenue, and profitability compared with business case projections
• Influence on executive decision‑making, measured by the adoption of recommendations on new products, pricing, rationalization, and partnerships

Education & Experience

• Bachelor's degree is required; MBA or CFA preferred
• 10+ years of relevant experience in product strategy, corporate strategy, investment product development, strategic finance, consulting, asset management, wealth management, broker‑dealer, TAMP, or RIA environments preferred
• Experience building product roadmaps, business cases, pricing analyses, competitive assessments, and executive‑level recommendations for investment or wealth management solutions strongly preferred

Recommended Skills

Business Models, Competitive Insights, Financial Modeling, Investment Products, Investment Strategies, Market Analysis, Market Sizing, Market Strategy, Pricing Analysis, Wealth Management Strategies

Salary Range

$178,024.00 - $286,616.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job‑related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we; we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.