Wealth Platform Strategy Lead

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments; San Francisco (CA); Hybrid; USD 137,000 - 215,000; Full time

Job summary

Orion Wealth Management is seeking a Wealth Product Strategy Manager to drive end-to-end product strategy across Orion’s wealth offerings. The role reports to the Director, Wealth Product Strategy and partners with cross-functional teams to scope and launch new offerings, manage the product lifecycle, and guide pricing decisions.

The ideal candidate is highly analytical, detail-oriented, and comfortable with ambiguity, able to translate strategy into actionable requirements and executive updates

Qualifications

• Bachelor’s degree required in Finance, Economics, Business, Analytics, or a related field.
• 5+ years of relevant experience in financial services, wealth management, asset management, TAMP or advisory business.
• Experience managing products through launch, building financial models, and presenting to leadership.

Responsibilities

• Drive products through full lifecycle from development to launch, adoption, and ongoing management with a focus on advisor and client experience.
• Execute against wealth product roadmap with cross-functional partners to define requirements and deliver timelines.
• Analyze advisor needs, platform usage, revenue performance, and product adoption to inform roadmap prioritization.

Skills

Product lifecycle management

Stakeholder management

Analytical thinking

Wealth management knowledge

Excel modeling

PowerPoint communications

Cross-functional collaboration

Ambiguity tolerance

Education

Bachelor’s degree in Finance, Economics, Business, Analytics, or a related field

Tools

Excel

PowerPoint

Job description

Orion Wealth Management is seeking a Wealth Product Strategy Manager to drive end-to-end product strategy across Orion’s wealth offerings. The role reports to the Director, Wealth Product Strategy and partners with cross-functional teams to scope and launch new offerings, manage the product lifecycle, and guide pricing decisions.

The ideal candidate is highly analytical, detail-oriented, and comfortable with ambiguity, able to translate strategy into actionable requirements and executive updates