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About the Role

As SVP, Wealth Strategy, you will lead business unit strategy for Orion Wealth Management’s wealth product, platform, and advisor experience organization. This role defines the strategic agenda, investment priorities, roadmap, and growth opportunities that shape Orion’s wealth offering. You will connect business objectives, advisor needs, market trends, product economics, and platform capabilities into a cohesive business unit strategy, focusing on enterprise-level priorities like product unification, revenue growth, and optimization.

Responsibilities

Define and lead the business unit strategy for Orion Wealth Management, aligning product, platform, investment, service, and operating priorities to overall growth objectives
Establish and maintain a cohesive strategic roadmap across wealth products, platform capabilities, advisor experiences, proprietary and third-party solutions, and foundational operating capabilities
Lead strategic planning, prioritization, and investment decision-making for high-impact initiatives, including new product opportunities, platform unification, pricing optimization, product rationalization, and new revenue opportunities
Oversee competitive intelligence, market research, advisor insights, financial modeling, and business case development to ensure strategic recommendations are grounded in rigorous analysis and clear commercial logic
Partner with executive leadership, product management, platform experience, investments, sales, operations, technology, finance, marketing, legal/compliance, and service teams to align on strategic priorities, trade-offs, and execution plans
Translate business strategy into executive-level recommendations, board-ready materials, operating plans, success metrics, and governance routines that support disciplined execution
Lead, develop, and scale the Wealth Strategy team, building a high-performing function known for strategic clarity, analytical rigor, executive influence, and measurable business impact

Requirements

Enterprise-level strategic thinking with the ability to connect market dynamics, advisor needs, product economics, platform capabilities, operating constraints, and financial outcomes into a clear business strategy
Strong commercial orientation, including experience driving revenue growth, pricing strategy, profitability improvement, product rationalization, and investment prioritization
Deep understanding of wealth management, advisor platforms, managed accounts, investment products, wealth solutions, financial technology, distribution models, and advisor business economics
Exceptional executive communication and storytelling skills, with the ability to create board-ready materials and influence senior leaders through clear, data-driven recommendations
Proven ability to lead cross-functional strategy work in a matrixed environment, drive alignment, evaluate trade-offs, and move complex initiatives from concept to execution
Strong analytical discipline and experience with business cases, scenario modeling, market sizing, pricing analysis, financial performance metrics, and KPI frameworks
High judgment, intellectual curiosity, leadership presence, and ability to build a strategy function that improves the quality and speed of business decision-making
Minimum of 15+ years of relevant experience in wealth management, asset management, product strategy, platform strategy, corporate strategy, strategic finance, consulting, fintech, broker-dealer, TAMP, or RIA environments
Experience leading strategy for a business unit, product organization, platform business, or large-scale transformation initiative within financial services strongly preferred
Demonstrated track record building strategic roadmaps, leading cross-functional executive initiatives, developing business cases, optimizing economics, and managing senior stakeholders
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Skills

Asset Allocation
Business Case Development
Business Cases
Business Strategies
Investment Products
Investment Strategies
Strategic Planning
Strategic Recommendations
Wealth Management
Wealth Management Services
Wealth Management Strategies

Location

Commutable distance to an office

Work Type

Hybrid
Onsite

Experience Level

15+ years of relevant experience

Education Level

Bachelor's degree required
MBA, CFA, or related advanced degree/designation preferred

Salary/Compensations

$202,844.00 - $334,694.00

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

About the Company

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.