Director, Product Strategy Wealth

Integrity•Dallas, TX

About The Position

The Director of Product Strategy Wealth is the senior strategic leader within Integrity SSC responsible for data and technology product 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. It partners with GPMs, Sales leadership, Sales Enablement, Marketing, and advisor and custodian technology teams to ensure Wealth Management receives the product investment and advisor-facing execution needed to grow. As a high-profile individual contributor, the Director influences Integrity’s Insurtech and Fintech direction through domain expertise, technology partnerships, and strategic collaboration. The Director defines and communicates the multi-year Wealth Management product strategy, develops the product narrative for broker-dealers, RIAs, advisors, and enterprise wealth accounts, and translates business goals into investment priorities for roadmaps and OKRs. The role is the senior product contact for custodian and platform technology partnerships, working with partner technology teams and GPMs on integrations, data feeds, co-development, and roadmap requirements. Advisor and RIA business relationship management, contract negotiations, and distribution partnership development remain with Sales relationship management. The role represents Wealth Management in cross-functional planning, provides market and regulatory context to product teams, and leads competitive research and intelligence. It also contributes product expertise to go-to-market planning, product launch and rollout sequencing, sales enablement materials, advisor training, marketing assets, and selected enterprise advisor and broker-dealer discussions, in collaboration with Sales VPs, the VP of Sales Enablement, Marketing, and Product Managers. Integrity is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus. The company describes its environment as family-like, rewarding, cutting edge, and fast-growing, and offers a competitive compensation package with benefits. Integrity is headquartered in Dallas, Texas and is an equal opportunity employer that provides reasonable accommodations for qualified applicants with disabilities.

Requirements

Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field.
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.
Demonstrated experience bridging business domain expertise and technology product strategy, including translating industry needs into product investment priorities.
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, Sales Enablement, and go-to-market teams on product launches, rollouts, and sales enablement strategies.
Experience representing products and business strategy with senior internal and external stakeholders, including technology partnership discussions 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.
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 Wealth Management distribution technology.
Knowledge of product management practices and frameworks, and the distinction between individual-contributor product strategy and GPM-led product delivery.
Knowledge of go-to-market planning, product launches, and lifecycle marketing in financial services distribution.
Knowledge of customer experience principles, journey mapping, and persona development for agent, advisor, and consumer audiences.
Knowledge of financial services market analysis, competitive intelligence, and research methodologies.
Knowledge of investment products, retirement plan structures, fiduciary standards including Reg BI and DOL, and RIA, broker-dealer, and hybrid advisor distribution models.
Knowledge of SEC, FINRA, and state-level securities regulations and their impact on advisor platforms and product strategy.
Knowledge of Wealth Management technology ecosystems, including custodian APIs, open finance standards, portfolio data feeds, and relevant platform capabilities.
Strategic thinking and ability to translate business vision and market insights into product strategy and actionable roadmap influence.
Exceptional communication and storytelling skills for technology partners, distribution leadership, Sales VPs, Sales Enablement, and executive audiences.
Ability to influence across functions without direct authority and align GPMs, Product Managers, Sales, and Marketing around shared priorities.
Data-informed decision-making and comfort balancing qualitative market insights with quantitative product performance data.
Relationship management skills for technology partnership contexts and internal stakeholder alignment.
Ability to own and advance a line-of-business product strategy independently as a senior individual contributor, without direct management authority.
Ability to advocate for users, customers, carriers, and distribution partners while balancing business and technical constraints.
Ability to lead through ambiguity and drive strategic alignment in a complex, multi-stakeholder financial services environment.
Ability to represent product and business strategy credibly with carriers, technology partners, and executive leadership.
Ability to serve as the senior product subject-matter expert for the line of business in executive briefings, investor conversations, and cross-functional planning.

Nice To Haves

Master’s degree (MBA or equivalent).
Experience in a technology-forward environment.
Experience with the SVPG empowered product team model.

Responsibilities

Define, maintain, and communicate the multi-year product strategy and vision for Wealth Management, covering investment products, retirement planning, financial planning tools, and advisor platform capabilities.
Own the Wealth Management product narrative for broker-dealers, RIAs, advisors, and enterprise wealth accounts.
Track market dynamics, competitive positioning, regulatory changes, and fiduciary standards to inform roadmap priorities.
Translate business goals such as AUM growth, advisor adoption, new advisor acquisition, and retention into product investment priorities, partnering with GPMs on roadmaps and OKRs.
Serve as the senior product point of contact for Wealth Management custodian and platform technology partnerships.
Represent Integrity’s product capabilities, integration roadmap, and advisor platform strategy in technology-focused partner discussions.
Work with custodian and broker-dealer technology teams to identify and prioritize integrations, data-feed requirements, and platform co-development opportunities.
Partner with GPMs to translate custodian and platform technology requirements into scoped roadmap items.
Maintain awareness of custodian platform developments, open finance API standards, and Wealth Management technology ecosystem roadmaps.
Partner with GPMs to define, prioritize, and incorporate Wealth Management requirements into product roadmaps and OKRs.
Collaborate with Product Managers, Marketing, and Design on CX journey maps and personas for financial advisors, RIAs, and wealth management clients.
Represent Wealth Management priorities in cross-functional planning sessions and provide market context, regulatory developments, competitive intelligence, and advisor platform performance data to GPM partners.
Lead Wealth Management market research, including advisor platform competitive analysis, regulatory tracking, fiduciary developments, and client experience benchmarking.
Synthesize market and competitive intelligence into product strategy recommendations for the VP of Product and GPM partners.
Represent Wealth Management product strategy at industry events, advisor conferences, financial planning forums, and broker-dealer technology summits.
Collaborate with Sales VPs, the VP of Sales Enablement, and Marketing on go-to-market plans, product launch strategy, advisor-facing rollout sequencing, and feature prioritization for advisor adoption.
Partner with the VP of Sales Enablement on Wealth Management sales enablement content, advisor training materials, and competitive positioning.
Work with Product Managers and Marketing on feature release plans and provide input on product messaging and marketing assets.
Support Sales VP-led enterprise advisor conversations and broker-dealer discussions with product expertise and executive-level product representation.
Represent product and business strategy with senior internal and external stakeholders, including technology partners and distribution partners.