About this Opportunity:
As a Product Manager, you will be responsible for working with the client base of Orion to support the development road map and development roll out execution of their respective product(s). This position will work to drive the strategic and tactical development of advisor facing products and services. The Product Manager will work with internal SMEs and stakeholders and to identify opportunities, risks, and efficiencies to further develop the product offering. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.
In this role, you'll get to:
Own and maintain the product roadmap for your assigned product area(s), aligned to business goals and customer needs
Define, validate, and refine the product vision and strategy in partnership with leadership, design, engineering, and key stakeholders
Set and track clear success metrics (OKRs/KPIs) to measure product performance and business impact
Conduct ongoing user research, client interviews, usability testing, and data analysis to identify pain points and opportunities
Prioritize solving customer problems and delivering measurable value, not just feature delivery
Champion a hypothesis-driven and experimentation mindset in product development
Translate insights into clear, detailed user stories, requirements, acceptance criteria, and prototypes
Prioritize and manage the product backlog, balancing new features, technical debt, and bug fixes using data-informed prioritization frameworks
Partner closely with engineering, design, and QA to plan, execute, and deliver high-quality releases in an Agile environment
Validate releases post-launch through adoption metrics, user feedback, and performance data
Act as the primary product expert internally and externally, educating teams on product capabilities, positioning, and roadmap
Collaborate with Marketing, Sales, and Service teams to support go-to-market activities, product messaging, and client education
Build trusted relationships with clients, gathering feedback and representing their voice in product decisions
Support revenue growth by assisting Business Development and Sales teams with strategic client opportunities
Stay informed on industry trends, competitive landscape, technology advancements, and regulatory changes impacting your product area
Advocate for user experience consistency, working closely with UX teams to enhance product usability and accessibility
Identify, track, and mitigate product risks proactively
We're looking for talent who:
Has strong understanding of product lifecycle management, road mapping, prioritization frameworks (e.g., RICE, MoSCoW).
Defines and tracks customer-centric product KPIs
Has excellent skills in storytelling, communication, and stakeholder management
Balances technical understanding with business and user needs
Is proficient with data-driven decision-making using analytics tools (e.g., Tableau, Power BI, Fullstory Looker, Google Analytics)
Has familiarity with Salesforce and project tracking tools (e.g., Jira, Aha!) preferred
Has prior experience delivering products in an Agile development environment
Has proven success owning and growing a customer-facing product or feature set
Has a minimum of 3–5 years of experience in Product Management, preferably in technology, SaaS, or financial services
Has minimum of a bachelor's degree in Business Administration, Finance or related field
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
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Salary Range:
$83,076.00 - $127,179.00The 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.
Top Skills
What We Do
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
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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.
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