Director, Product Strategy Wealth (Fintech)

Location: Dallas, Texas, United States

Company

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

What you will do

• Define, maintain, and communicate the multi-year product strategy and vision for Wealth Management and Annuities.
• Own the product narrative for investment products, retirement planning tools, financial planning solutions, and advisor platforms.
• Represent hirify.global in custodian, broker-dealer, advisor platform, carrier technology, and distribution partner discussions.
• Identify and prioritize integration opportunities, data feed requirements, open finance API needs, and platform co-development initiatives.
• Influence product roadmaps and OKRs by translating business goals, regulatory developments, market research, and competitive intelligence into investment priorities.
• Partner with Sales, Sales Enablement, Marketing, Product, and Design on go-to-market planning, advisor enablement, customer experience journeys, and product launches.

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 business role within life insurance, health insurance, wealth services, or a related financial services industry.
• Deep knowledge of investment products, retirement planning vehicles, fiduciary standards, advisor distribution models, and wealth management technology ecosystems.
• Experience translating industry business needs into product investment priorities and influencing roadmaps without direct management authority.
• Experience working with custodian technology teams, broker-dealer platforms, advisor platforms, or wealth management distribution technology partnerships.
• Strong communication, storytelling, market analysis, competitive intelligence, and cross-functional influence skills.

Nice to have

• Master’s degree, MBA, or equivalent.
• Experience presenting at industry events, carrier technology forums, financial planning forums, or distribution partner meetings.
• Familiarity with the SVPG empowered product team model.

Culture & Benefits

• Family-like environment focused on supporting employees and professional growth.
• Hyper-growth company with opportunities for career development.
• Competitive compensation package and benefits for employees and their families.
• Work supporting hundreds of thousands of independent agents and millions of clients nationwide.