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About the Role

Define the vision, roadmap, and business priorities for Orion’s wealth product offering, including proprietary and third-party solutions. This role serves as a key member of the Wealth Management Product and Platform team, focusing on identifying what Orion should build, why it matters, and how it can create differentiated advisor value, revenue growth, and scalable platform economics. The Director leads product strategy efforts across ideation, market research, competitive intelligence, business case development, pricing strategy, positioning, and implementation design. Investment products and solutions may span all asset classes, goal orientations, vehicle structures, and platform delivery models. This role partners closely with product management, investment, distribution, operations, technology, legal/compliance, and marketing teams to translate strategic priorities into actionable initiatives that strengthen Orion’s competitive position and advisor adoption.

Responsibilities

Define and maintain a forward-looking investment product strategy and roadmap aligned with advisor needs, market trends, competitive gaps, and Orion’s growth priorities
Identify and evaluate new product and service opportunities across investment strategies, investment services, wealth solutions, and platform-delivered capabilities
Develop business cases supported by market opportunity sizing, competitive research, advisor demand analysis, pricing strategy, revenue modeling, profitability assessment, and implementation considerations
Build competitive intelligence across TAMPs, broker-dealers, RIAs, asset managers, and wealth platforms to inform product positioning, pricing, and differentiation
Shape product positioning, packaging, pricing, and go-to-market design in partnership with sales, marketing, product management, and distribution teams
Partner with product management and cross-functional teams to translate strategy into clear requirements, launch priorities, success metrics, and ongoing product governance
Prepare executive-level recommendations and decision materials for high-priority product initiatives, including new product development, product rationalization, pricing optimization, and partnership opportunities

Requirements

Strong strategic thinking and analytical problem-solving skills, with the ability to synthesize market data, advisor feedback, competitive insights, and financial analysis into actionable recommendations
Advanced financial modeling, market sizing, pricing analysis, and business case development skills; strong Excel and PowerPoint skills required, and AI proficiency encouraged
Deep understanding of financial services, investment products, wealth management platforms, advisor business models, and distribution dynamics
Proven ability to conduct competitive market research, define product strategy, assess pricing strategy, develop product positioning, and evaluate commercial opportunities
Influences senior leaders and cross-functional stakeholders, drive alignment, and communicate complex ideas clearly through executive-ready materials
Comfortable operating in ambiguity, prioritizing opportunities, and balancing strategic vision with practical implementation considerations
Collaborative, commercially oriented, intellectually curious, and biased toward action in a fast-paced, evolving environment
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Skills

Business Models
Competitive Insights
Financial Modeling
Investment Products
Investment Strategies
Market Analysis
Market Sizing
Market Strategy
Pricing Analysis
Wealth Management Strategies

Location

Commutable distance to an office

Work Type

Hybrid

Experience Level

10 years of relevant experience in product strategy, corporate strategy, investment product development, strategic finance, consulting, asset management, wealth management, broker-dealer, TAMP, or RIA environments preferred

Education Level

Bachelor's degree required
MBA or CFA preferred

Salary/Compensations

$155,771.00 - $250,789.00

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.