Wealth Solutions Product Manager

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

About this Opportunity

As a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advisors and their clients. In this role, the Wealth Solutions Product Manager will partner across the organization to deliver innovation and execute priorities for the Orion Wealth platform. This role works closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to manage and enhance wealth management capabilities and the advisor experience. The scope includes investment products, tax-aware and personalized investment services, and wealth solutions such as 529 plans and donor‑advised funds. The Product Manager will oversee an assigned product lineup end to end, with a focus on driving asset and revenue growth while improving advisor experience. The ideal candidate is an independent thinker, strong collaborator, and quick learner. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role

• 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

We're looking for talent who

• Is a self‑starter with a collaborative mindset who thrives in a fast-paced, evolving environment
• Manages multiple priorities with varying timelines and sensitivities
• Has strong organizational skills and attention to detail
• Has strong communication, presentation, and stakeholder management skills
• Is proficient with Microsoft Office Suite, including Excel, PowerPoint, and Word; AI proficiency is encouraged
• Has experience with Salesforce or other CRM tools
• Has ability to travel as needed
• Has a minimum of bachelor’s degree in Business, Finance, Economics, or a related field
• Has a minimum of 5–8+ years of financial services experience; prior experience in asset management, 529 plans, or retirement preferred
• Has experience working with advisors, clients, and retirement plan sponsors
• Communicates insights effectively to both technical and non‑technical audiences
• Preferably has series 7, 63, and 65 or Series 7 and 66 licenses
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Recommended Skills

• Business Intelligence (BI)
• Client‑Centric
• Data Analysis
• Data Warehousing (DW)
• Effective Communication
• Innovation
• Management Reporting
• Technical Proficiency
• Time Management
• Work Collaboratively

Benefits

• health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• paid parental leave
• pet benefits including pawternity leave and pet insurance
• student loan repayment and more

Salary Range: $104,855.00 - $162,413.00 – The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job‑related knowledge, skills, and experience.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success.

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