Director, Wealth Product Strategy & Growth (Hybrid)

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

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.