EVP, Wealth Management Product and Platform

As the EVP, Wealth Management Product and Platform, you will be a senior leader responsible for shaping and executing the strategic vision spanning investment product offerings, wealth technology platforms and advisor/client experience for individual representatives, RIA firms and Enterprises. This role ensures the company delivers a comprehensive, competitive, and scalable wealth management ecosystem. This leader partners with peers internally to deliver multi-year modern investment solutions, technology roadmaps and enterprise-level transformation initiatives that strengthen market competitiveness and power advisor and client success.

In this role, you'll get to:

Leadership & Team Oversight

• Define and execute a long-term (3+ year) strategic roadmap for the wealth platform, investment solutions innovation, and efficiency.

• Serve as a key member of the senior leadership team, partnering on priorities, resource allocation, and organizational transformation.

• Build, mentor and lead a high performing, future-ready organization with a culture of accountability and innovation.

• Build and maintain strong partnerships across operations, technology, finance, compliance, marketing, and sales.

• Lead and develop the team, including leaders and team members in client experience, investment solutions, retirement and educational savings plans, product platform and investment data analysis.

Technology & Platform Innovation

• Lead the strategy and evolution of sub-advisory, co-advisory and enterprise tech platforms balancing efficiency, configurability and requisite investment solutions workflows.

• Lead development and optimization of advisor and client-facing platform technology, ensuring seamless, intuitive, and modern wealth experiences.

• Oversee product development of overlay and household management capabilities

• Partner with Operations and Orion Advisor Technology Product and Technology teams to define and deliver multi-year technology roadmaps, system integrations, conversions, and platform upgrades.

• Oversee solution design, business analysis, and user enablement to support high adoption of new systems and capabilities.

Investment Products and Solutions Management

• Lead the evolution of proprietary and third-party investment solutions product suite spanning High Net Worth, multi-asset class strategies, individual asset class strategies, and alternative investment solutions.

• Lead the productization of our research and due diligence services and evolution of our tax advantaged savings plans (401k, 403b, 529 and Able)

• Lead design, execution, and lifecycle management of investment products, portfolio solutions, and managed account offerings.

• Partner closely with the investment team to ensure product competitiveness, performance, and alignment with client objectives.

• Oversee product rationalization strategies to consolidate, modernize, and simplify the product suite.

• Manage pricing strategy for wealth solutions, balancing competitiveness, profitability, and market positioning.

Advisor and Client Experience Advocate

• Oversee advocacy for clients and advisors, ensuring their needs drive technology, product, and operational decisions.

• Engage directly with advisors to capture insights, test offerings, and refine experience enhancements.

• Shape educational programs, training, and enablement to help advisors effectively use new tools and products.

• Partner with Orion Marketing team to provide strategic guidance, acting as the subject matter expert on platform solutions and the investment solutions product suite.

Key Traits:

• Strategic + Technical Mindset: Equal fluency in wealth technology platform and investment product strategy.

• Empathy-driven understanding of user pain points, combined with the analytical rigor to prioritize, define, and launch product features that align user needs with business goals.

• Innovative & Market-Aware: Detects emerging trends in wealth tech, investments, and advisor needs.

• Collaborative Enterprise Leader: Influences without authority and excels in matrixed environments.

• Data-Driven Decision Maker: Uses analytics to set priorities, assess risk, and guide investments.

• Exceptional Communicator: Able to translate complexity into clear priorities for executives, advisors, and clients.

Qualifications:

• Progressive leadership in wealth management, asset management, or financial services.

• Demonstrated experience overseeing investment solutions and/or wealth platform teams.

• Proven track record of managing the full product lifecycle from ideation, business case development, and regulatory approval to go-to-market execution.

• Solid understanding of financial regulations, compliance standards, and fiduciary responsibilities, including SEC and FINRA compliance.

• Strong understanding of client experience, business analysis, and technology solution design.

• Deep understanding of investment products, managed accounts, and wealth management ecosystems.

• Demonstrated ability to partner with finance, billing, and FP&A teams on pricing and revenue optimization.

• Exceptional communication, change management, and stakeholder engagement skills.

• Bachelor’s degree required; advanced degree or relevant certifications preferred.

Salary Range:

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.

About Us

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.