Director, Product Strategy Wealth
Dallasonsitedirector$17K – $25K
Posted yesterday · via Workday
About this role
Key Responsibilities LOB Strategy and Product Vision Accountable for defining, maintaining, and communicating the multi-year product strategy and vision for the Wealth Management line of business, including investment products, retirement planning, financial planning tools, and advisor platform capabilities. Own the Wealth Management product narrative — ensuring a clear, compelling, and differentiated product story for broker-dealers, RIAs, advisors, and enterprise wealth accounts. Develop and maintain an ongoing understanding of Wealth Management market dynamics, SEC and FINRA regulatory changes, advisor platform competitive positioning, and fiduciary standard evolution to inform roadmap priorities.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Dallas. We weight your proximity and willingness to relocate.
Score yourself on this role.
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Skills in this role
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