Director, Product Strategy Wealth

Job Summary

Director of Product Strategy – Wealth, a senior strategic leader within Integrity SSC, drives the data and technology product(s) vision, market strategy, and business alignment for the Wealth Management and Annuities lines of business. The role owns the strategic product agenda for investment products, retirement planning tools, advisor platforms, and financial planning solutions, partnering closely with GPMs, Sales leadership, Marketing, and advisor/custodian technology teams to ensure product investment and advisor‑facing execution that fuels growth. This role shapes the direction of Insurtech and Fintech through deep domain expertise, technology partnerships with custodians and advisor platforms, and strategic collaboration across the organization.

Key Responsibilities

• LOB Strategy and Product Vision
  • Define, maintain, and communicate the multi‑year product strategy and vision for Wealth Management, including investment products, retirement planning, financial planning tools, and advisor platform capabilities.
  • Own the Wealth Management product narrative, ensuring a clear, compelling, differentiated product story for broker‑dealers, RIAs, advisors, and enterprise wealth accounts.
  • Develop an ongoing understanding of market dynamics, SEC and FINRA regulatory changes, competitive positioning, and fiduciary standard evolution to inform roadmap priorities.
  • Translate LOB business goals (AUM growth, advisor adoption, new advisor acquisition, retention) into clear product investment priorities and collaborate with GPMs to embed them into roadmaps and OKRs.
• Custodian and Platform Technology Partnerships
  • Serve as the senior product point of contact for custodian and platform technology partnerships, representing Integrity’s product capabilities and integration roadmap.
  • Collaborate with custodian and broker‑dealer technology teams to identify, define, and prioritize integration opportunities, data feed requirements, and platform co‑development that improve advisor and client workflows.
  • Translate technology requirements into scoped product roadmap items and maintain awareness of open‑finance API standards and platform developments.
• Cross‑Functional Collaboration and Roadmap Influence
  • Partner with GPMs across the product organization to ensure Wealth Management business requirements are prioritized and incorporated into product roadmaps and OKRs.
  • Work with Product Managers, Marketing, and Design to create and maintain CX journey maps and personas specific to financial advisors, RIAs, and wealth management clients.
  • Provide GPM partners with market context—including regulatory developments, competitive intelligence, and platform performance data—to inform product decisions.
• Market Intelligence and Competitive Insight
  • Lead comprehensive market research, including advisor platform competitive analysis, regulatory tracking, and client experience benchmarking.
  • Synthesize intelligence into product strategy recommendations and represent Wealth Management product strategy at industry events, conferences, and broker‑dealer technology summits.
• Go‑To‑Market and Sales Enablement (Shared with Sales VPs and VP of Sales Enablement)
  • Contribute product expertise to GTM plans, product launch strategy, advisor‑facing rollout sequencing, and feature prioritization.
  • Develop and refine sales enablement content, training materials, and competitive positioning with the Sales team.
  • Support enterprise advisor conversations and broker‑dealer discussions by providing product expertise and executive‑level representation where needed.

Education

• Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field (mandatory).
• Master’s degree (MBA or equivalent) preferred.

Experience

• 8–12+ years of combined experience in product management, product strategy, or a business role within Life Insurance, Health Insurance, Wealth Services, or a closely related financial services industry—ideally in a technology‑forward environment.
• Demonstrated experience bridging business domain expertise and technology product strategy, translating industry‑specific business needs into clear product investment priorities.
• Proven track record of partnering with GPMs and cross‑functional product teams to influence roadmap priorities through domain expertise rather than direct management authority.
• Experience collaborating with Sales VPs, VP of Sales Enablement, and go‑to‑market teams to develop and execute product launch, rollout, and sales enablement strategies.
• Experience representing products and business strategy with senior internal and external stakeholders, including technology partnership conversations with carriers or distribution partners.
• Experience attending and presenting at industry events, carrier technology forums, and distribution partner meetings.
• Deep knowledge of investment products, retirement planning vehicles, advisory platforms, fiduciary standards, and broker‑dealer or RIA distribution models, ideally gained in a technology‑enabled environment.
• Experience working with or within custodian technology teams, broker‑dealer platforms, or wealth management distribution technology partnerships.
• Familiarity with financial advisor workflows, portfolio management tools, financial planning software, and the technology ecosystem supporting Wealth Management distribution.

Knowledge, Skills, and Abilities (KSAs)

Knowledge

• Product management best practices, frameworks, and the distinction between IC product strategy and GPM‑led product delivery.
• Go‑to‑market planning, product launches, and lifecycle marketing concepts applicable to financial services distribution.
• Customer experience (CX) principles, journey mapping, and persona development for agent, advisor, and consumer audiences.
• Market analysis, competitive intelligence, and research methodologies for financial services products and technology platforms.
• Investment product types, retirement plan structures, fiduciary standards (RegBI, DOL), and advisor distribution models (RIA, broker‑dealer, hybrid).
• SEC and FINRA regulatory environment, state‑level securities regulations, and the impact of regulatory change on advisor platform and product strategy.
• Wealth Management technology ecosystems—custodian APIs, open finance standards, portfolio data feeds, and platform capabilities relevant to product development.

Skills

• Strategic thinking with the ability to translate business vision and market insights into clear product strategy and actionable roadmap influence.
• Exceptional communication and storytelling skills, tailored for carrier technology partners, distribution leadership, Sales VPs, VP of Sales Enablement, and executive audiences.
• Cross‑functional influence without direct authority—aligning GPMs, Product Managers, Sales, and Marketing around shared LOB priorities.
• Data‑informed decision‑making and balance of qualitative market insights with quantitative product performance data.
• Relationship management skills for carrier technology partnership contexts and key internal stakeholder alignment.

Abilities

• Own and advance a line‑of‑business product strategy independently as a senior individual contributor, without direct management authority.
• Advocate for the LOB’s users, customers, carriers, and distribution partners while balancing business and technical constraints.
• Lead through ambiguity and drive strategic alignment across a complex, multi‑stakeholder financial services environment.
• Represent the product and business strategy credibly with carriers, technology partners, and executive leadership.
• Serve as the senior product subject‑matter expert for the LOB in executive briefings, investor conversations, and cross‑functional planning.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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