Director, Product Strategy Wealth

Integrity Marketing Group•Dallas, TX

About The Position

This role is accountable for defining, maintaining, and communicating the multi-year product strategy and vision for the Wealth Management line of business. This includes investment products, retirement planning, financial planning tools, and advisor platform capabilities. The position requires owning the Wealth Management product narrative to ensure a clear, compelling, and differentiated product story for various stakeholders. A key aspect of this role is to develop and maintain an ongoing understanding of Wealth Management market dynamics, regulatory changes, competitive positioning, and fiduciary standards to inform roadmap priorities. The Director will translate business goals into product investment priorities and partner with GPMs to incorporate them into roadmaps and OKRs. Additionally, this role serves as the senior product point of contact for Wealth Management custodian and platform technology partnerships, representing Integrity’s product capabilities and strategy in partner conversations. This involves identifying, defining, and prioritizing integration opportunities and platform co-development. The role also requires cross-functional collaboration with GPMs, Product Managers, Marketing, and Design to ensure Wealth Management business requirements are met and to create customer journey maps and personas. The Director will lead comprehensive market research, synthesize intelligence into actionable recommendations, and represent Wealth Management product strategy at industry events. Collaboration with Sales VPs and the VP of Sales Enablement is crucial for go-to-market strategies, sales enablement content, and product messaging.

Requirements

Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field required.
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, including 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 working collaboratively 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 of product management best practices, frameworks, and the distinction between IC product strategy and GPM-led product delivery.
Knowledge of go-to-market planning, product launches, and lifecycle marketing concepts as they apply to financial services distribution.
Knowledge of customer experience (CX) principles, journey mapping, and persona development for agent, advisor, and consumer audiences.
Knowledge of market analysis, competitive intelligence, and research methodologies for financial services products and technology platforms.
Knowledge of investment product types, retirement plan structures, fiduciary standards (Reg BI, DOL), and advisor distribution models (RIA, broker-dealer, hybrid) as they relate to technology product strategy.
Knowledge of SEC and FINRA regulatory environment, state-level securities regulations, and the impact of regulatory change on advisor platform and product strategy.
Knowledge of Wealth Management technology ecosystems — custodian APIs, open finance standards, portfolio data feeds, and platform capabilities relevant to product development.
Knowledge of SVPG empowered product team model and the distinction between IC product strategy and GPM-led product delivery.
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 — ability to align GPMs, Product Managers, Sales, and Marketing around shared LOB priorities.
Data-informed decision-making and comfort balancing qualitative market insights with quantitative product performance data.
Relationship management skills for carrier technology partnership contexts and key 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 the LOB’s users, customers, carriers, and distribution partners while balancing business and technical constraints.
Ability to lead through ambiguity and drive strategic alignment across a complex, multi-stakeholder financial services environment.
Ability to represent the product and business strategy credibly with carriers, technology partners, and executive leadership.
Ability to serve as the senior product subject-matter expert for the LOB in executive briefings, investor conversations, and cross-functional planning.

Nice To Haves

Master’s degree (MBA or equivalent) preferred.

Responsibilities

Defining, maintaining, and communicating the multi-year product strategy and vision for the Wealth Management line of business.
Owning the Wealth Management product narrative for broker-dealers, RIAs, advisors, and enterprise wealth accounts.
Developing and maintaining an understanding of Wealth Management market dynamics, regulatory changes, competitive positioning, and fiduciary standards.
Translating LOB business goals into clear product investment priorities and incorporating them into roadmaps and OKRs.
Serving as the senior product point of contact for Wealth Management custodian and platform technology partnerships.
Partnering with custodian and broker-dealer technology teams to identify, define, and prioritize integration opportunities and platform co-development.
Translating custodian and platform technology requirements into scoped product roadmap items.
Partnering with GPMs across the product organization to ensure Wealth Management business requirements are defined, prioritized, and incorporated into roadmaps and OKRs.
Collaborating with Product Managers, Marketing, and Design to create and maintain CX journey maps and CX personas.
Serving as the senior LOB voice in cross-functional planning sessions.
Providing GPM partners with ongoing LOB market context to inform product decisions.
Leading comprehensive Wealth Management market research, including competitive analysis, regulatory tracking, and client experience benchmarking.
Synthesizing market and competitive intelligence into actionable product strategy recommendations.
Maintaining deep awareness of regulatory changes affecting Wealth Management product strategy, advisor compliance, and platform capabilities.
Representing Wealth Management product strategy at industry events.
Contributing Wealth Management product expertise to GTM plans, including product launch strategy and feature prioritization.
Developing and refining Wealth Management sales enablement content and advisor training materials.
Contributing to feature release plans, including review and input on Wealth Management product messaging and marketing assets.
Supporting Sales VP-led enterprise advisor conversations and broker-dealer discussions by providing product expertise.