Head of Product Strategy & Platform Innovation

Responsibilities

• Product Strategy & Innovation
• Own the forward‑looking product strategy across advisory, annuities, and alternatives within an open‑architecture ecosystem.
• Identify gaps, white spaces, and emerging opportunities driven by advisor needs, client behavior, regulation, and competitive dynamics.
• Design differentiated product constructs, solutions, and portfolios by creatively leveraging third‑party partners rather than manufacturing products.
• Translate industry trends (e.g., retirement income, tax efficiency, private markets, managed solutions, model portfolios) into actionable platform initiatives.
• Platform Differentiation & Go‑to‑Market
• Develop clear go‑to‑market strategies for platform capabilities, including positioning, messaging, and advisor value propositions.
• Partner closely with Marketing to ensure product stories are simple, compelling, and commercially effective .
• Work with Sales and Business Development to align product strategy with advisor adoption, growth objectives, and field readiness .
• Drive clarity around why advisors should use specific solutions-not just what is available.
• Partner Strategy & Ecosystem Management
• Serve as a senior point of engagement with asset managers, insurance carriers, TAMPs, and product sponsors .
• Evaluate, onboard, and rationalize partners with a focus on quality, differentiation, economics, and strategic fit .
• Co‑create solutions with partners where appropriate, including custom portfolios, white‑labeled offerings, or exclusive access strategies .
• Maintain a strong commercial lens on platform economics, scalability, and advisor impact.
• Cross‑Functional Leadership & Influence
• Act as a strategic connector across Product Management, Sales, Marketing, Training, and Business Development.
• Provide strategic direction while leveraging existing execution teams for implementation.
• Influence priorities and outcomes without direct people ownership , using clarity, credibility, and collaboration.
• Partner with Training and Sales Enablement to ensure advisors understand not just products-but how to use them in holistic planning conversations .
• What Success Looks Like
• Advisors view the platform as thoughtful, differentiated, and easy to position with clients .
• Product initiatives are clearly linked to advisor adoption, client outcomes, and revenue growth .
• Partners see the firm as a strategic collaborator , not just a distributor.
• The platform evolves proactively- not reactively -to market and advisor needs.
• Qualifications & Experience
• 10+ years of experience in wealth management, asset management, insurance, or fintech, with exposure to RIA and broker‑dealer environments .
• Deep knowledge of fee‑based advisory, annuities, alternatives, and managed solutions .
• Demonstrated ability to build or evolve open‑architecture platforms without manufacturing products.
• Strong commercial and go‑to‑market orientation -understands how strategy translates into advisor behavior.
• Proven success working cross‑functionally and influencing outcomes without direct authority.
• Entrepreneurial mindset with the ability to balance vision with practical execution .
• Comfortable operating with ambiguity and turning ideas into scalable initiatives.
• Why This Role Matters
• This role ensures our product platform moves from "robust but pedestrian" to strategically curated, commercially sharp, and advisor‑obsessed -without disrupting what already works operationally.
• It complements strong execution with vision, innovation, and market leadership .
• Salary Range:
• $155,370.00 - $255,255.00
• Our

Benefits

Additional Information

The Head of Product Strategy & Platform Innovation is a senior leadership role responsible for the strategic evolution, differentiation, and commercial success of our open‑architecture wealth management product platform. This individual wakes up every day thinking about what's next -how product, partners, packaging, and go‑to‑market strategy come together to create a compelling, modern, and advisor‑centric platform across fee‑based advisory, annuities, and alternatives. We do not manufacture products. Our competitive advantage comes from curation, partnership, design, positioning, and delivery . This role exists to ensure our platform is not merely comprehensive-but distinctive, relevant, and growth‑oriented . The role works horizontally across the organization -marketing, sales, business development, training, product management-and externally with asset managers, insurance carriers, TAMPs, and portfolio managers . Success requires influence without direct ownership, entrepreneurial energy, and a strong commercial mindset.

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