Wealth Product Strategy Director

Frtservices

Medford (MA)

Hybrid

USD 170,000 - 190,000

Full time

2 days ago
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Benefits offered by this job

Health, dental, and vision coverage
401(k) with company match
High-growth environment

Job summary

Financial Recovery Technologies LLC in Medford, MA or New York City is seeking a Director of Product Strategy to lead the Wealth line of business. You will define and execute a market-driven strategy to drive revenue and client growth across private banks, broker-dealers, RIAs, and other wealth segments.

The role is an individual contributor with broad ownership, collaborating with product management, sales, marketing, and delivery teams to move ideas from concept to commercial launch and to

Qualifications

  • 10+ years in fintech or wealth management strategy
  • Experience translating market insights into product direction
  • Ability to influence across product, engineering, sales and operations
  • Strong understanding of wealth management workflows and advisor dynamics

Responsibilities

  • Define Wealth market opportunity and translate insights into product strategy
  • Develop business cases and high-level requirements for product direction
  • Partner with product management to move opportunities from concept to launch
  • Lead commercialization for Wealth solutions including packaging, pricing, and messaging
  • Support Sales and Client Service with SME guidance and deal support
  • Measure success by adoption, launch effectiveness, and revenue growth

Job description

Financial Recovery Technologies LLC in Medford, MA or New York City is seeking a Director of Product Strategy to lead the Wealth line of business. You will define and execute a market-driven strategy to drive revenue and client growth across private banks, broker-dealers, RIAs, and other wealth segments.

The role is an individual contributor with broad ownership, collaborating with product management, sales, marketing, and delivery teams to move ideas from concept to commercial launch and to

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