Wealth Product Strategy Manager

About This Opportunity

As a Wealth Product Strategy Manager, you will support the development of strategic product recommendations across Orion’s wealth product offering. Reporting to the Director, Wealth Strategy, this role provides analytical rigor, competitive intelligence, and business analysis to evaluate opportunities, inform strategic decisions, and prioritize initiatives that strengthen Orion’s wealth platform and advisor value proposition. This role plays a critical part in competitive research, market analysis, financial modeling, pricing analysis, and business case development.

Responsibilities

• Conduct competitive research across TAMPs, broker-dealers, RIAs, asset managers, wealth platforms, and fintech providers to identify market trends, product gaps, pricing practices, and differentiation opportunities.
• Build and maintain market, pricing, revenue, adoption, and profitability models to support evaluation of new products, services, pricing changes, and strategic initiatives.
• Support business case development through market opportunity sizing, competitive benchmarking, financial analysis, scenario modeling, and implementation feasibility assessment.
• Analyze advisor needs, platform usage, asset trends, revenue performance, and product adoption to identify strategic opportunities and support roadmap prioritization.
• Prepare concise, executive-ready analysis, presentations, dashboards, and recommendation materials for product strategy discussions and leadership decision-making.
• Possess ownership and manage relationships with stakeholders directly and work effectively with people at all levels in an organization.

Requirements

We're looking for talent who has strong analytical and quantitative skills, with the ability to structure ambiguous questions, test assumptions, and develop clear business recommendations. Excellent Excel modeling skills, including revenue modeling, pricing analysis, sensitivity analysis, scenario modeling, and data synthesis are required. Strong PowerPoint and storytelling skills, with the ability to translate detailed analysis into concise, executive-ready materials, are also essential. Experience conducting competitive research, market analysis, product benchmarking, and financial services industry research is preferred. Understanding of wealth management, investment products, advisor platforms, managed accounts, asset management, or financial services distribution models is beneficial. Attention to detail, strong organizational skills, and the ability to manage multiple workstreams with competing priorities are key. Collaborative, intellectually curious, proactive, and comfortable supporting strategy work in a fast-paced, evolving environment are also important. A minimum of a Bachelor’s degree in Finance, Economics, Business, Analytics, or a related field is required, along with a minimum of 5 years of relevant experience in financial services, wealth management, asset management, strategy, consulting, corporate finance, business analytics, or product strategy. Experience building financial models, conducting competitive research, supporting business cases, and preparing leadership-level presentations is preferred. Experience in wealth management, advisor platforms, managed accounts, asset management, or financial services distribution models is preferable. Experience supporting product strategy, business case development, pricing recommendations, or strategic roadmap prioritization is desirable. Ability to operate in a fast-paced, evolving environment and support cross-functional decision-making with clear, structured analysis is preferred. Owning and managing relationships with stakeholders directly and working effectively with people at all levels in an organization is recommended.

Qualifications

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

Skills

• Business Processes
• Client-Centric
• Effective Communication
• Financial Services Industry
• Innovation
• Project Management
• Technical Proficiency
• Time Management
• Work Collaboratively

Benefits

Salary Range: $136,730.00 - $214,652.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.
In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.