Staff Product Manager

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
123K-196K Annually
Expert/Leader
Fintech • Software • Financial Services
The Role
Own the product pillar’s highest-impact and most ambiguous initiatives, personally delivering strategy, discovery, prototypes, PRDs, features, and post-launch analysis. Build AI-native workflows and internal agents, partner with engineering on technical direction, and translate GM strategy into product vision. Mentor peer PMs, raise AI fluency, lead hiring decisions, drive cross-pillar initiatives, and represent the pillar with customers and executives.
Summary Generated by Built In

Staff Product Manager

The Staff Product Manager is Orion's most senior individual contributor track in product. This is a player-coach role: a Staff PM raises the bar through their own craft — shipping the hardest problems themselves, modeling AI-native product development, and actively mentoring a small group of peer PMs — without carrying direct reports. Staff PMs sit directly under a GM, signaling that builders have a first-class path to the most senior levels of product leadership.

Essential Functions of the Job

  • Own the highest-leverage, ambiguous, or hardest-to-solve problems in the pillar — the platform-level bets and the initiatives where the outcome matters most
  • Personally ship the work: PRDs, prototypes, shipped features, customer research synthesis, and post-launch analyses — at the quality bar the rest of the team calibrates against
  • Build and deploy AI-native workflows: prototype in AI coding tools, run discovery and synthesis through LLMs, ship internal agents that eliminate repetitive work, and publish those workflows as team standards
  • Partner with engineering leadership on technical direction for the pillar — data contracts, AI/model integration decisions, platform investments
  • Translate GM-level strategy into a crisp, opinionated product vision for the pillar; set the product quality bar the team works against
  • Run end-to-end discovery: customer interviews, data analysis, competitive research, opportunity sizing — AI-accelerated at every stage
  • Lead cross-pillar initiatives that touch more than one product, where a senior IC perspective is more valuable than a management handoff
  • Represent the pillar in customer executive conversations, industry forums, and cross-functional executive reviews

Player-Coach Responsibilities (no direct reports)

  • Mentor 3–6 peer PMs through weekly 1:1s, PRD reviews, shadowing on discovery calls, and pair-shipping on hard problems
  • Raise the team's AI fluency: teach AI-native workflows, maintain the pillar's prompt and agent library, review AI-generated artifacts for quality
  • Own the hiring bar for the pillar's PM hires; lead technical interview loops and make hire/no-hire calls alongside the GM
  • Be the person peers escalate to when stuck — unblock them and make the call on hard tradeoffs
  • Model operating norms (documentation, async comms, meeting hygiene) that keep the team flat and fast

Skills

  • Proven track record of shipping successful products at senior IC level
  • Deep, demonstrable AI fluency — has built features powered by LLMs, ships prototypes in modern AI coding tools, understands eval frameworks, cost tradeoffs, and agent architectures; this is not "has used ChatGPT"
  • Strong technical instincts — reads code, writes SQL, works fluently with APIs, holds substantive conversations with senior engineers
  • World-class written communication; writes the clearest PRD in the room
  • Mastery of discovery craft — customer interviews, competitive teardowns, data analysis, synthesis
  • Evidence of raising the bar for teammates (mentorship outcomes, artifacts adopted as team standards, successful hires championed)
  • Comfort with ambiguity and a strong bias to ship

Education & Experience

  • Bachelor's degree or equivalent practical experience
  • 10+ years in product management or product engineering, with clear evidence of increasing scope and complexity
  • At least one tour in a heavily AI-forward or technically deep product role

KPIs

  • Pillar outcomes directly driven (revenue, retention, activation, or NPS on owned surfaces) — targets set with GM; trend positive QoQ
  • AI leverage index (features shipped per engineer on the pillar) — top quartile vs. company benchmark
  • Peer PM growth — ≥ 2 mentees per year with documented scope expansion, promotion, or new surface ownership
  • Hiring bar — offers extended by this Staff PM that accept and are performing well at the 12-month mark — ≥ 80%
  • Artifacts adopted — PRDs, prompts, agents, or frameworks built by this PM and adopted by other PMs on the team — ≥ 4 per year
  • Customer-evidenced initiatives — ≥ 80% of work led has pre-launch validated customer evidence

Recommended Skills:

Change Management, Conflict Management, Cross-Functional Collaboration, Financial Management, Investment Management, Product Development, Product Management, Strategic Influence, Strategic Risk Management, Succession Planning, Technical Strategy

Salary Range:

$123,491.00 - $196,279.00

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.

Skills Required

  • Bachelor's degree or equivalent practical experience
  • 10+ years of experience in product management or product engineering
  • Proven track record of shipping successful products at a senior individual-contributor level
  • Deep, demonstrable AI fluency, including LLM-powered features, AI coding tools, evaluation frameworks, cost tradeoffs, and agent architectures
  • Strong technical skills, including reading code, writing SQL, working with APIs, and collaborating with senior engineers
  • World-class written communication and strong PRD-writing ability
  • Mastery of product discovery, including customer interviews, competitive research, data analysis, and synthesis
  • Evidence of mentoring teammates and raising team standards
  • At least one role in a heavily AI-forward or technically deep product environment
  • Comfort with ambiguity and a strong bias toward shipping

Orion Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.

  • Leave & Time Off Breadth Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
  • Healthcare Strength Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
  • Retirement Support A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.

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The Company
HQ: Wilmington, OH
1,570 Employees
Year Founded: 1999

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 • • • 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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