Integritymarketing
Director, Product Strategy Wealth
Dallas, TX · Director
Sponsorship not specifiedDetected 14 days ago
Product ManagementProduct StrategySalesResearchLeadershipCommunicationCollaborationPublic Speaking
About the role
- About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products.
- With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
- Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Responsibilities
- 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.
- Serve as the senior product point of contact for Wealth Management custodian and platform technology partnerships - representing Integrity's product capabilities, integration roadmap, and advisor platform strategy in technology-focused partner conversations.
- Partner with custodian and broker-dealer technology teams to identify, define, and prioritize integration opportunities, data feed requirements, and platform co-development that improve advisor and client workflows.
- Maintain awareness of custodian platform developments, open finance API standards, and integration roadmaps across the Wealth Management technology ecosystem.
- Partner with GPMs across the product organization to ensure Wealth Management business requirements are clearly defined, prioritized, and incorporated into product roadmaps and OKRs.
- Collaborate with Product Managers, Marketing, and Design to create and maintain CX journey maps and CX personas specific to financial advisors, RIAs, and wealth management clients.
- Provide GPM partners with ongoing LOB market context - regulatory developments, competitive intelligence, and advisor platform performance data - to inform product decisions.
- Lead comprehensive Wealth Management market research, including advisor platform competitive analysis, regulatory change tracking, fiduciary standard developments, and client experience benchmarking.
- Synthesize market and competitive intelligence into actionable product strategy recommendations for the VP of Product and GPM partners.
Requirements
- Bachelor's degree in Business, Finance, Economics, Computer Science, or a related field required.
- Familiarity with financial advisor workflows, portfolio management tools, financial planning software, and the technology ecosystem supporting Wealth Management distribution.
Nice to have
- Master's degree (MBA or equivalent) preferred.
Skills
- Data-informed decision-making and comfort balancing qualitative market insights with quantitative product performance data.
- Relationship management skills for carrier technology partnership contexts and key internal stakeholder alignment.
- Abilities
- About Integrity
Compensation
- Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Benefits
- LOB Strategy and Product Vision
Apply directly at Integritymarketing →Create a free account for alerts like thisView Integritymarketing immigration profile
This listing is sourced directly from Integritymarketing's careers page and normalized into a canonical job model.