Director, Product Strategy Wealth

Location: Dallas, TX, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus.

What you will do

• Define, maintain, and communicate the multi-year product strategy and vision for Wealth Management, including investment products, retirement planning tools, financial planning solutions, and advisor platforms.
• Translate business goals such as AUM growth, advisor adoption, acquisition, and retention into product investment priorities, roadmaps, and OKRs.
• Lead technology partnerships with custodians and broker-dealer platforms, identifying integration opportunities, data-feed requirements, and co-development initiatives.
• Provide market, competitive, regulatory, and advisor-platform intelligence to guide product strategy and roadmap decisions.
• Collaborate with GPMs, Product Managers, Sales, Marketing, and Design on customer journeys, personas, product launches, messaging, and sales enablement.
• Represent Wealth Management product strategy with executive stakeholders, carriers, technology partners, advisors, and industry organizations.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field.
• 8–12+ years of experience in product management, product strategy, or a related business role within life insurance, health insurance, wealth services, or financial services.
• Experience translating industry business needs into product investment priorities and influencing roadmaps without direct management authority.
• Deep knowledge of investment products, retirement planning, fiduciary standards, advisor platforms, broker-dealer and RIA distribution models, and financial advisor workflows.
• Experience with custodian technology teams, broker-dealer platforms, APIs, portfolio data feeds, or wealth management technology partnerships.
• Strong communication, storytelling, market analysis, competitive intelligence, and cross-functional influence skills.

Nice to have

• Master’s degree, MBA, or equivalent.
• Experience in a technology-forward financial services environment.
• Experience presenting at industry events, carrier technology forums, and distribution partner meetings.

Culture & Benefits

• Family-like and people-first work environment.
• Opportunity to work in a hyper-growth, cutting-edge insurtech company.
• Competitive compensation package and benefits supporting employees and their families.
• Professional growth opportunities across a large organization serving independent agents and clients nationwide.