1 день назад
Head of Product Strategy & Platform Innovation
155 370 - 255 255$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Head of Product Strategy & Platform Innovation (Wealth Management/Fintech): Shaping the strategic evolution and commercial success of an open-architecture wealth management platform across fee-based advisory, annuities, and alternatives with an accent on product curation, partner ecosystems, and advisor-centric positioning. Focus on identifying market opportunities, designing differentiated third-party solutions, building go-to-market strategies, and influencing cross-functional outcomes without direct authority.
Location: New York, United States; onsite
Salary: $155,370–$255,255 per year, plus potential annual, sales, or other incentive compensation.
Company
provides wealth management, insurance, and related financial products and services.
What you will do
- Own the forward-looking product strategy for fee-based advisory, annuities, and alternatives within an open-architecture platform.
- Identify product gaps, white spaces, and emerging opportunities based on advisor needs, client behavior, regulation, and competitive dynamics.
- Design differentiated solutions, product constructs, and portfolios by leveraging asset managers, insurance carriers, TAMPs, and other third-party partners.
- Develop positioning, messaging, advisor value propositions, and go-to-market strategies for platform capabilities.
- Align Product Management, Marketing, Sales, Training, and Business Development around adoption, growth, and field readiness.
- Evaluate, onboard, and rationalize partners while maintaining focus on quality, differentiation, economics, scalability, and advisor impact.
Requirements
- 10+ years of experience in wealth management, asset management, insurance, or fintech.
- Experience with RIA and broker-dealer environments.
- Deep knowledge of fee-based advisory, annuities, alternatives, and managed solutions.
- Experience building or evolving open-architecture platforms without manufacturing products.
- Strong commercial and go-to-market orientation, with the ability to connect strategy to advisor behavior and revenue growth.
- Must be legally authorized to work in the United States without employer sponsorship now or in the future.
Culture & Benefits
- Support for professional and personal goals through skill-building and leadership development.
- Philanthropic opportunities and an inclusive environment with high ethical standards.
- Contemporary, supportive, flexible, and inclusive benefits and resources.
- Benefits apply to eligible full-time employees.
- Applicants may opt out of the use of AI tools in the preliminary application screening process.
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