Wealth Product Strategy Director — Advisor Platform Leadership

Integrity; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Integrity, LLC seeks a Director of Product Strategy Wealth to own the data and technology product vision for Wealth Management and Annuities, guiding investment products, retirement planning tools, advisor platforms, and financial planning solutions. You’ll partner with senior leaders to align strategy with business goals and industry dynamics.

You will drive market intelligence, stakeholder alignment, and go‑to‑market planning, influencing custodians and distribution partners while advancing

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field.
• MBA or equivalent graduate degree preferred.
• 8–12+ years of product strategy or related experience in financial services tech.

Responsibilities

• Define multi‑year product strategy and vision for Wealth Management products.
• Translate business goals into prioritized product investments and roadmaps.
• Collaborate with Sales Enablement, Marketing, and Custodian partners to align go‑to‑market plans.
• Lead cross‑functional planning to ensure advisor platforms, tools, and experiences meet market needs.

Skills

Strategic thinking

Communication skills

Cross‑functional influence

Data‑informed decisions

Relationship management

Education

Bachelor’s degree

MBA preferred

Job description

Integrity, LLC seeks a Director of Product Strategy Wealth to own the data and technology product vision for Wealth Management and Annuities, guiding investment products, retirement planning tools, advisor platforms, and financial planning solutions. You’ll partner with senior leaders to align strategy with business goals and industry dynamics.

You will drive market intelligence, stakeholder alignment, and go‑to‑market planning, influencing custodians and distribution partners while advancing