Job Description

About this Opportunity:

Orion Wealth Management is seeking a Wealth Product Strategy Manager to drive the execution of product strategy across Orion’s wealth product offerings. Reporting into the Director, Wealth Product Strategy, this role will manage an assigned set of products and initiatives from planning through launch and ongoing enhancement, bringing the analytical rigor, market insights, and business discipline needed to turn strategic priorities into delivered capabilities that strengthen Orion’s wealth platform and advisor value proposition.

The Wealth Product Strategy Manager will play a critical role in translating strategy into action: partnering with cross-functional teams to scope and launch new offerings, executing against the product roadmap and lifecycle, and monitoring adoption, revenue, and profitability to guide enhancements and pricing decisions. This individual will use data, advisor input, and financial assumptions to shape clear requirements, prioritize work, and keep initiatives on track.

The ideal candidate is highly analytical, detail-oriented, intellectually curious, and comfortable working with ambiguity. This role is well suited for someone who enjoys owning products end to end, driving cross-functional alignment, and communicating clearly with both technical and non-technical audiences, including senior leaders.

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. Ideal candidates will reside in the East Bay Region of the San Francisco Bay Area and have flexibility to work on-site as needed.

Responsibilities:

• Drive products across the full lifecycle, from development through launch, adoption, and ongoing management, with a focus on advisor and client experience
• Execute against the wealth product roadmap, partnering with investment, distribution, finance, operations, technology, legal/compliance, and marketing teams to define requirements, validate assumptions, and deliver on committed timelines
• Serve as the subject matter expert for wealth products and services, with a deep understanding of the advisors we serve and how they use the Orion Wealth platform
• Build and maintain financial models and business cases covering market sizing, adoption, revenue, pricing, and profitability, and track outcomes against business case assumptions
• Develop product positioning, go-to-market plans, advisor communications, and education materials, and enable Orion’s sales, service, and operations teams to support new and existing offerings
• Provide ongoing oversight, reporting, and issue resolution for assigned products, and prepare concise, executive-ready updates, dashboards, and recommendations for leadership
• Analyze advisor needs, platform usage, asset trends, revenue performance, and product adoption to identify enhancement opportunities and inform roadmap prioritization
• Maintain structured documentation for assigned products, including requirements, pricing, and business case assumptions, to support consistent execution
• Contribute to building a high-performing Wealth Strategy team through knowledge sharing, collaboration, and continuous professional development
• Limited travel expected (estimated to be <10%) for both internal and external meetings, industry events, or conferences

Knowledge, Skills, & Abilities:

• Demonstrated ability to manage products or initiatives through execution, including defining requirements, coordinating across teams, and delivering against timelines
• Proven stakeholder management skills and the ability to influence and align cross-functional partners without direct authority
• Strong analytical and quantitative skills, with the ability to structure ambiguous problems, test assumptions, and develop clear, actionable recommendations
• Understanding of wealth management, investment products, advisor platforms, managed accounts, asset management, or financial services distribution models preferred
• Advanced Excel modeling skills, including revenue modeling, pricing analysis, sensitivity analysis, and scenario modeling
• Strong PowerPoint and communication skills, with the ability to translate detailed analysis into concise, executive-ready materials
• Collaborative and proactive, with high attention to detail, strong organizational skills, and the ability to manage multiple workstreams with competing priorities in a fast-paced, evolving environment
• Familiarity with the competitive landscape and market dynamics in financial services
• AI proficiency is encouraged and valued

How Success Will Be Measured:

• On-time delivery of assigned product launches and enhancements against committed roadmap timelines
• Adoption, asset, and revenue performance of assigned products, tracked against business case assumptions
• Quality and timeliness of product reporting, documentation, and executive-ready updates, along with sales and service teams being ready before each launch

Education & Experience:

• Bachelor’s degree in Finance, Economics, Business, Analytics, or a related field required
• 5+ years of relevant experience in financial services, wealth management, asset management, TAMP or advisory business, product management, strategy, or consulting preferred
• Experience managing products or initiatives through launch, building financial models, supporting business cases, and preparing leadership-level presentations strongly preferred

#LI-AP1

#LI-Onsite

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Recommended Skills:

Business Processes, Client-Centric, Effective Communication, Financial Services Industry, Innovation, Project Management, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$136,730.00 - $214,652.00

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. In addition, Orion offers a competitive benefits package which includes 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.

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.