Head of Product Strategy & Platform Innovation

About the role

The Head of Product Strategy & Platform Innovation is a senior leadership role responsible for the strategic evolution, differentiation, and commercial success of our open-architecture wealth management product platform.

Responsibilities

• Own the forward-looking product strategy across advisory, annuities, and alternatives within an open-architecture ecosystem.
• Identify gaps, white spaces, and emerging opportunities driven by advisor needs, client behavior, regulation, and competitive dynamics.
• Design differentiated product constructs, solutions, and portfolios by creatively leveraging third-party partners rather than manufacturing products.
• Translate industry trends (e.g., retirement income, tax efficiency, private markets, managed solutions, model portfolios) into actionable platform initiatives.
• Develop clear go-to-market strategies for platform capabilities, including positioning, messaging, and advisor value propositions.
• Partner closely with Marketing to ensure product stories are simple, compelling, and commercially effective.
• Work with Sales and Business Development to align product strategy with advisor adoption, growth objectives, and field readiness.
• Drive clarity around why advisors should use specific solutions—not just what is available.
• Partner with Training and Sales Enablement to ensure advisors understand not just products—but how to use them in holistic planning conversations.

Qualifications & Experience

• 10+ years of experience in wealth management, asset management, insurance, or fintech, with exposure to RIA and broker-dealer environments.
• Deep knowledge of fee-based advisory, annuities, alternatives, and managed solutions.
• Demonstrated ability to build or evolve open-architecture platforms without manufacturing products.
• Strong commercial and go-to-market orientation—understands how strategy translates into advisor behavior.
• Proven success working cross-functionally and influencing outcomes without direct authority.
• Entrepreneurial mindset with the ability to balance vision with practical execution.
• Comfortable operating with ambiguity and turning ideas into scalable initiatives.

Pay

Salary Range: $155,370.00 - $255,255.00