San Francisco, California, United States · Hybrid
$120k–$188k/yr
About this Opportunity: As a Wealth Product Strategy Manager, you will support the development of strategic product recommendations across Orion’s wealth product offering. Reporting to the Director, Wealth Strategy, this…
Skills: Business Processes, Client-Centric, Effective Communication, Financial Services Industry, Innovation
San Francisco, California, United States · Hybrid
$203k–$335k/yr
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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New York, New York, United States · Hybrid
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
$16/hr–$24/hr
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Newark, New Jersey, United States · On-site
$100k–$186k/yr
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · On-site
Overview Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and colla…
Skills: Staff Supervision, Crisis Management, Written Communication, Oral Communication, Interpersonal Skills
Philadelphia, Pennsylvania, United States · On-site
Location: Prince George, British Columbia Starting From: $18.60 Job Description: The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest r…
Skills: Customer Service, POS Systems, Cash Handling, Inventory Management, Store Operations
New York, New York, United States · On-site
$275k–$300k/yr
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Philadelphia, Pennsylvania, United States · On-site
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Philadelphia, Pennsylvania, United States · Hybrid
$219k–$439k/yr
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The manager will develop strategic product recommendations and conduct competitive research to strengthen Orion's wealth platform. This includes building financial models, analyzing advisor needs, and preparing executive-ready analysis for leadership decision-making.
Requires a Bachelor's degree in Finance, Economics, or a related field and preferably 5+ years of experience in financial services or strategy. Candidates must possess strong Excel modeling skills and the ability to translate complex data into concise executive presentations.
As a Wealth Product Strategy Manager, you will support the development of strategic product recommendations across Orion’s wealth product offering. Reporting to the Director, Wealth Strategy, this role provides analytical rigor, competitive intelligence, and business analysis to evaluate opportunities, inform strategic decisions, and prioritize initiatives that strengthen Orion’s wealth platform and advisor value proposition.
This role plays a critical part in competitive research, market analysis, financial modeling, pricing analysis, and business case development. The Wealth Strategy Product Manager translates data, advisor insights, competitive observations, and financial assumptions into concise, decision-ready analysis that supports product strategy, roadmap prioritization, pricing decisions, and new business opportunities. 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.
Conduct competitive research across TAMPs, broker-dealers, RIAs, asset managers, wealth platforms, and fintech providers to identify market trends, product gaps, pricing practices, and differentiation opportunities
Build and maintain market, pricing, revenue, adoption, and profitability models to support evaluation of new products, services, pricing changes, and strategic initiatives
Support business case development through market opportunity sizing, competitive benchmarking, financial analysis, scenario modeling, and implementation feasibility assessment
Analyze advisor needs, platform usage, asset trends, revenue performance, and product adoption to identify strategic opportunities and support roadmap prioritization
Prepare concise, executive-ready analysis, presentations, dashboards, and recommendation materials for product strategy discussions and leadership decision-making
Partner with product management, investment, distribution, finance, operations, technology, legal/compliance, and marketing teams to gather inputs, validate assumptions, and support cross-functional strategy work
Maintain structured repositories of competitive intelligence, product research, pricing benchmarks, business case assumptions, and supporting analyses to improve decision quality and repeatability
Has strong analytical and quantitative skills, with the ability to structure ambiguous questions, test assumptions, and develop clear business recommendations
Has excellent Excel modeling skills, including revenue modeling, pricing analysis, sensitivity analysis, scenario modeling, and data synthesis
Has strong PowerPoint and storytelling skills, with the ability to translate detailed analysis into concise, executive-ready materials
Has experience conducting competitive research, market analysis, product benchmarking, and financial services industry research
Has understanding of wealth management, investment products, advisor platforms, managed accounts, asset management, or financial services distribution models preferred
Use attention to detail, strong organizational skills, and ability to manage multiple workstreams with competing priorities
Is collaborative, intellectually curious, proactive, and comfortable supporting strategy work in a fast-paced, evolving environment
Has a minimum of a Bachelor’s degree in Finance, Economics, Business, Analytics, or a related field required
Has a minimum of 5 years of relevant experience in financial services, wealth management, asset management, strategy, consulting, corporate finance, business analytics, or product strategy preferred
Has experience building financial models, conducting competitive research, supporting business cases, and preparing leadership-level presentations strongly preferred
Preferably has experience in wealth management, advisor platforms, managed accounts, asset management, or financial services distribution models
Preferably has experience supporting product strategy, business case development, pricing recommendations, or strategic roadmap prioritization
Preferably has ability to operate in a fast-paced, evolving environment and support cross-functional decision-making with clear, structured analysis
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
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The 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.
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 raving fans 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.
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
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