Senior Product Director, Wealth & Retirement (Hybrid)

iraLogix, Inc.

Charlotte (NC)

Hybrid

USD 150,000 - 190,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

IRALOGIX, Inc. in Charlotte, NC is seeking a Product Director for Wealth & Retirement.

You will lead product strategy, roadmap, and delivery cadence, reporting to the CPO, and driving metrics-driven success for retirement and wealth solutions. You will collaborate with engineering, sales, marketing, and compliance to ensure regulatory alignment and market-led innovation, including AI-powered capabilities and open finance opportunities, while guiding a senior PM/PMD team through complex

Qualifications

  • 12+ years of product management experience, including 3–5 years in a senior/leadership role managing PMs
  • Deep experience in retirement services, IRA products, custodial operations, or wealth management
  • Experience with regulatory/compliance-driven product development (DOL, IRS, SEC, FINRA)
  • MBA or related advanced degree preferred, bachelor’s required

Responsibilities

  • Translate product vision into a structured, executable strategy and roadmap with milestones and resources
  • Own the product planning process, including quarterly/annual roadmap planning and capacity allocation
  • Define product OKRs and success metrics; track adoption, performance and business impact
  • Collaborate with CTO, Engineering, Sales, Marketing, Compliance and Partners to align on strategy and delivery
  • Lead product advisory councils and partner feedback programs to inform roadmap priorities
  • Monitor retirement tech trends (AI, automation) to anticipate market shifts and opportunities

Skills

B2B SaaS leadership
Fintech product leadership
Team management
Retirement services
Regulatory/compliance
AI features
CTO collaboration

Education

Bachelor's degree in Business/Administration or CS/Engineering
MBA preferred

Job description

IRALOGIX, Inc. in Charlotte, NC is seeking a Product Director for Wealth & Retirement.

You will lead product strategy, roadmap, and delivery cadence, reporting to the CPO, and driving metrics-driven success for retirement and wealth solutions. You will collaborate with engineering, sales, marketing, and compliance to ensure regulatory alignment and market-led innovation, including AI-powered capabilities and open finance opportunities, while guiding a senior PM/PMD team through complex

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Product Director, Wealth & Retirement — Hybrid & AI-Driven
Product Director, Wealth & Retirement — Hybrid & AI-Driven

IRALOGIX • Pittsburgh

Hybrid
USD 180,000 - 280,000
Head of Wealth & Retirement Product
Head of Wealth & Retirement Product

IRALOGIX,Inc • Pittsburgh

Hybrid
USD 180,000 - 260,000
Product Director, Wealth & Retirement
Product Director, Wealth & Retirement

IRALOGIX • Pittsburgh

On-site
USD 180,000 - 280,000
Product Director, Wealth & Retirement
Product Director, Wealth & Retirement

iraLogix, Inc. • Charlotte (NC)

On-site
USD 150,000 - 190,000
Product Director, Wealth & Retirement
Product Director, Wealth & Retirement

IRALOGIX,Inc • Pittsburgh

Hybrid
USD 180,000 - 260,000
Senior Private Wealth Product Leader — Hybrid
Senior Private Wealth Product Leader — Hybrid

LIQID • United States

Hybrid
USD 150,000 - 230,000
MacBook
Lunch allowance
Development budget €1,500
+2
Retirement & Wealth - Sr. Product Manager (Remote)
Retirement & Wealth - Sr. Product Manager (Remote)

Inspira Financial Trust, LLC • Oak Brook (IL)

Remote
USD 120,000 - 160,000
Director of Product Strategy & Delivery
Director of Product Strategy & Delivery

Manulife/John Hancock • Boston (MA)

Hybrid
USD 129,000 - 223,000
Health, dental, vision, and disability
401(k) with employer matching
Generous paid time off
Senior Product Designer, Retirement & Wealth - Remote
Senior Product Designer, Retirement & Wealth - Remote

Inspira Financial Trust, LLC • Oak Brook (IL)

On-site
USD 100,000 - 130,000
Healthcare
401K savings plan
Company holidays
+3
Director, IRA Product & Growth Strategy
Director, IRA Product & Growth Strategy

Transamerica • Iowa

On-site
USD 130,000 - 150,000