Director, Product Strategy Wealth

Wealth Management Product Strategy Leader

Accountable for defining, maintaining, and communicating the multi-year product strategy and vision for the Wealth Management line of business, including investment products, retirement planning, financial planning tools, and advisor platform capabilities.

Own the Wealth Management product narrative — ensuring a clear, compelling, and differentiated product story for broker-dealers, RIAs, advisors, and enterprise wealth accounts.

Develop and maintain an ongoing understanding of Wealth Management market dynamics, SEC and FINRA regulatory changes, advisor platform 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, partnering with GPMs to incorporate them into roadmaps and OKRs.

Serve as the senior product point of contact for Wealth Management custodian and platform technology partnerships — representing Integrity's product capabilities, integration roadmap, and advisor platform strategy in technology-focused partner conversations.

Partner 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.

Work collaboratively with GPMs to translate custodian and platform technology requirements into clearly scoped product roadmap items.

Maintain awareness of custodian platform developments, open finance API standards, and integration roadmaps across the Wealth Management technology ecosystem.

Partner with GPMs across the product organization to ensure Wealth Management business requirements are clearly defined, prioritized, and incorporated into product roadmaps and OKRs.

Collaborate with Product Managers, Marketing, and Design to create and maintain CX journey maps and CX personas specific to financial advisors, RIAs, and wealth management clients.

Serve as the senior LOB voice in cross-functional planning sessions, ensuring Wealth Management priorities are visible and advocated for across the product organization.

Provide GPM partners with ongoing LOB market context — regulatory developments, competitive intelligence, and advisor platform performance data — to inform product decisions.

Lead comprehensive Wealth Management market research, including advisor platform competitive analysis, regulatory change tracking, fiduciary standard developments, and client experience benchmarking.

Synthesize market and competitive intelligence into actionable product strategy recommendations for the VP of Product and GPM partners.

Maintain deep awareness of SEC, FINRA, and state-level regulatory changes that affect Wealth Management product strategy, advisor compliance, and platform capabilities.

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 to contribute Wealth Management product expertise to GTM plans — including input on product launch strategy, advisor-facing rollout sequencing, and feature prioritization for advisor adoption.

Partner with the VP of Sales Enablement to develop and refine Wealth Management sales enablement content, advisor training materials, and competitive positioning — providing domain expertise while Sales VPs and the VP of Sales Enablement own field delivery and rollout.

Work with Product Managers and Marketing to contribute to feature release plans, including review and input on Wealth Management product messaging and marketing assets.

Support Sales VP-led enterprise advisor conversations and broker-dealer discussions by providing product expertise and executive-level product representation where needed.

Bachelor's degree in Business, Finance, Economics, Computer Science, or a related field required.

Master's degree (MBA or equivalent) preferred.

8–12+ years of combined experience in product management, product strategy, or a business role within Life Insurance, Health…