Product Director, Wealth & Retirement

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Full Time Director Level Charlotte, NC, US

6 days ago Requisition

Company: IRALOGIX, Inc. Position:
Product Director, Wealth & Retirement

Location:

Charlotte, NC or Pittsburgh, PA /Hybrid Job Type: Full Time/Exempt

Industry: Retirement Services/Fin Tech Software Travel: 10%-20%

IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based, fully digital IRA solutions for America’s financial institutions. By modernizing how IRA accounts are managed and delivered, we expand access to retirement saving while helping our client-partners grow and compete. At IRALOGIX, we’re proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged.

We invest in sophisticated, next-gen technology, clear processes, and strong partnerships so our teams can do their best work and see the real-world impact of what they create. And we’re committed to building a workplace that supports learning, innovation, and long-term career development, allowing employees to grow alongside the company.

As the Product Director for Wealth & Retirement, you will serve as a leader within the product organization, reporting to the Chief Product Officer (CPO) and translating the CPO’s product vision into executable strategy and hands‑on, day‑to‑day product execution. This role owns the product roadmap and delivery cadence, defines product success metrics, and ensures the IRALOGIX retirement & wealth products & services continue to lead the retirement services market.

The ideal candidate brings deep retirement expertise and a genuine curiosity for what’s next: a builder’s instinct to identify opportunities before the market demands them, and the industry credibility to rally engineering, stakeholders, and executive leadership around a compelling vision. This role is the connective tissue between bold product strategy and real-world market outcomes.

• Translate the product vision into a structured, executable product strategy and roadmap with clear milestones, priorities, and resource requirements
• Own the product planning process, including quarterly and annual roadmap planning, capacity allocation, and cross-team dependency management
• Define product OKRs and success metrics; track and report on product performance, adoption, and business impact
• Make prioritization decisions that balance partner requests, market opportunities, technical investments, and regulatory requirements
• Conduct strategic market analysis, competitive intelligence, and partner research to identify white-space opportunities, anticipate market shifts, and define a differentiated long-term product direction
• Translate macro fintech and wealth tech trends into specific product hypotheses; build internal awareness across product, engineering, and sales of where the retirement technology market is heading
• Foster a culture of curiosity and calculated risk-taking within the product team—creating space for rapid experimentation, honest post-mortems, and learning that compounds over time
• Establish and champion product management processes, standards, and best practices across the product organization
• Mentor and upgrade level Product Managers on product craft, stakeholder management, and data‑driven decision‑making
• Ensure consistent product management practices, including requirements documentation, backlog management, and release planning
• Drive product velocity and delivery quality through process improvement and cross‑functional alignment