Wealth Solutions Product Manager
About this Opportunity:
As a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advisors and their clients. In this role, the Wealth Solutions Product Manager will partner across the organization to deliver innovation and execute priorities for the Orion Wealth platform.
This role works closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to manage and enhance wealth management capabilities and the advisor experience. The scope includes investment products, tax-aware and personalized investment services, and wealth solutions such as 529 plans and donor-advised funds. The Product Manager will oversee an assigned product lineup end to end, with a focus on driving asset and revenue growth while improving advisor experience. The ideal candidate is an independent thinker, strong collaborator, and quick learner. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
Serve as the subject matter expert for assigned products and services; understand current product and solution offerings and the advisors served across the Orion Wealth platform
Evaluate market trends and competitive positioning; contribute to Wealth Platform product strategy and annual planning
Manage the full product lifecycle to support operational efficiency, with a strong focus on advisor and client experience
Collaborate with cross-functional internal and external business partners to help launch new offerings
Educate and engage Orion’s sales, service, and operations teams
Develop product positioning, go-to-market strategies, advisor communications, and education materials
Provide ongoing oversight, reporting, issue resolution, and enhancement recommendations for assigned products, programs, and services
We're looking for talent who:
Is a self-starter with a collaborative mindset who thrives in a fast-paced, evolving environment
Manages multiple priorities with varying timelines and sensitivities
Has strong organizational skills and attention to detail
Has strong communication, presentation, and stakeholder management skills
Is proficient with Microsoft Office Suite, including Excel, PowerPoint, and Word; AI proficiency is encouraged
Has experience with Salesforce or other CRM tools
Has ability to travel as needed
Has a minimum of bachelor’s degree in Business, Finance, Economics, or a related field
Has a minimum of 5-8+ years of financial services experience; prior experience in asset management, 529 plans, or retirement preferred
Has experience working with advisors, clients, and retirement plan sponsors
Communicates insights effectively to both technical and non-technical audiences
Preferably has series 7, 63, and 65 or Series 7 and 66 licenses
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Business Intelligence (BI), Client-Centric, Data Analysis, Data Warehousing (DW), Effective Communication, Innovation, Management Reporting, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$104,855.00 - $162,413.00The 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 ravingfans 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.