Wealth Platform Product Lead: Elevate Advisor Experience

Orion; New York (NY); Hybrid; USD 105,000 - 162,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Paid parental leave

Pet benefits (pawternity leave & pet保险

Student loan repayment

Job summary

Orion is seeking a Wealth Solutions Product Manager to join the Wealth Product and Platform team, driving development, launch, and management of wealth management services for advisors and clients.

You will work cross-functionally with investment, distribution, operations, tech, legal/compliance, and marketing to deliver innovative solutions, with a focus on advisor experience and revenue growth, in a hybrid role requiring on-site days at an Orion office.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field required.
• 5–8+ years of financial services experience; prior experience in asset management, 529 plans, or retirement preferred.
• Experience working with advisors, clients, and retirement plan sponsors.
• Communicates insights effectively to both technical and non-technical audiences.
• Series 7, 63, and 65 or Series 7 and 66 licenses preferred.

Responsibilities

• Serve as the subject matter expert for assigned products and services; understand current product and solution offerings and the advisors served across the Orion Wealth platform
• Evaluate market trends and competitive positioning; contribute to Wealth Platform product strategy and annual planning
• Manage the full product lifecycle to support operational efficiency, with a strong focus on advisor and client experience
• Collaborate with cross-functional internal and external business partners to help launch new offerings
• Educate and engage Orion’s sales, service, and operations teams
• Develop product positioning, go-to-market strategies, advisor communications, and education materials
• Provide ongoing oversight, reporting, issue resolution, and enhancement recommendations for assigned products, programs, and services

Skills

BI

Client-Centric

Data Analysis

Data Warehousing

Effective Communication

Innovation

Management Reporting

Technical Proficiency

Time Management

Work Collaboratively

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

Salesforce

Job description

Orion is seeking a Wealth Solutions Product Manager to join the Wealth Product and Platform team, driving development, launch, and management of wealth management services for advisors and clients.

You will work cross-functionally with investment, distribution, operations, tech, legal/compliance, and marketing to deliver innovative solutions, with a focus on advisor experience and revenue growth, in a hybrid role requiring on-site days at an Orion office.