Product Director, Wealth & Retirement

Responsibilities

• 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 wealthtech 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.

Product Craft & Practice Leadership

• Establish and champion product management processes, standards, and best practices across the product organization.
• Mentor and uplevel Product Managers on product craft, stakeholder management, and data-driven decision-making.
• Drive product velocity and delivery quality through process improvement and cross-functional alignment.

Cross-Functional Partnership

• Partner with the CTO and Engineering leadership to ensure seamless product-engineering collaboration, sprint planning, and technical feasibility assessment.
• Collaborate with Sales, Marketing & Client Success to align product capabilities with partner acquisition and retention goals.
• Work with Marketing on product positioning, messaging, and go-to-market strategy for new features and capabilities.
• Partner with Compliance and Trust teams to ensure regulatory requirements (IRS, SECURE Act 2.0, SOC 2) are embedded in product development.
• Partner & Market Engagement: Serve as a senior product representative to strategic financial institution partners, conducting product roadmap reviews and gathering executive-level feedback.
• Lead product advisory councils and partner feedback programs to inform roadmap priorities.
• Monitor the retirement services technology landscape, competitive dynamics, and emerging trends (AI, automation, regulatory changes) to inform product strategy.
• Represent IRALOGIX at industry conferences, partner events, and thought leadership opportunities.

Requirements

• 12+ years of product management experience, with at least 3–5 years in a senior or leadership role managing a team of PMs.
• Proven track record of defining and executing product strategy that drives measurable business outcomes.
• Strong technical acumen with the ability to engage deeply with engineering teams on architecture and feasibility.
• Excellent strategic thinking with the ability to balance long-term vision with near-term execution.
• Experience presenting product strategy and roadmap to executive leadership, board members, and external partners.
• Strong data-driven mindset with experience defining and measuring product KPIs and OKRs.
• Demonstrated ability to identify and act on emerging technology trends—including AI, automation, and open finance and translate them into product capabilities before they become market requirements.

Desired Skills and Experience

• Experience in B2B SaaS, fintech, or financial services product leadership.
• Track record of managing and developing a team of Product Managers and Product Designers.
• Deep, hands-on experience within retirement services, IRA products, custodial operations, and wealth management—ideally including a track record of modernizing or reimagining legacy workflows in this space.
• Experience with regulatory or compliance-driven product development (DOL, IRS, SEC, FINRA).
• Demonstrated track record shipping AI-powered features—such as intelligent automation, predictive analytics, personalization, or conversational interfaces—in a regulated financial services environment.
• Experience working alongside a CTO-led engineering organization with clear product/engineering boundaries.