As a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advisors and their clients. In this role, the Wealth Solutions Product Manager will partner across the organization to deliver innovation and execute priorities for the Orion Wealth platform.
This role works closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to manage and enhance wealth management capabilities and the advisor experience. The scope includes investment products, tax-aware and personalized investment services, and wealth solutions such as 529 plans and donor-advised funds. The Product Manager will oversee an assigned product lineup end to end, with a focus on driving asset and revenue growth while improving advisor experience. The ideal candidate is an independent thinker, strong collaborator, and quick learner. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:Serve as the subject matter expert for assigned products and services; understand current product and solution offerings and the advisors served across the Orion Wealth platform
Evaluate market trends and competitive positioning; contribute to Wealth Platform product strategy and annual planning
Manage the full product lifecycle to support operational efficiency, with a strong focus on advisor and client experience
Collaborate with cross-functional internal and external business partners to help launch new offerings
Educate and engage Orion’s sales, service, and operations teams
Develop product positioning, go-to-market strategies, advisor communications, and education materials
Provide ongoing oversight, reporting, issue resolution, and enhancement recommendations for assigned products, programs, and services
Is a self-starter with a collaborative mindset who thrives in a fast-paced, evolving environment
Manages multiple priorities with varying timelines and sensitivities
Has strong organizational skills and attention to detail
Has strong communication, presentation, and stakeholder management skills
Is proficient with Microsoft Office Suite, including Excel, PowerPoint, and Word; AI proficiency is encouraged
Has experience with Salesforce or other CRM tools
Has ability to travel as needed
Has a minimum of bachelor’s degree in Business, Finance, Economics, or a related field
Has a minimum of 5–8+ years of financial services experience; prior experience in asset management, 529 plans, or retirement preferred
Has experience working with advisors, clients, and retirement plan sponsors
Communicates insights effectively to both technical and non-technical audiences
Preferably has series 7, 63, and 65 or Series 7 and 66 licenses
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Business Intelligence (BI), Client-Centric, Data Analysis, Data Warehousing (DW), Effective Communication, Innovation, Management Reporting, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$104,855.00 - $162,413.00The 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.
Skills Required
- Minimum of bachelor's degree in Business, Finance, Economics, or related field
- 5-8+ years of financial services experience
- Experience working with advisors, clients, and retirement plan sponsors
- Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word)
- Experience with Salesforce or other CRM tools
- Ability to travel as needed
- Strong communication, presentation, stakeholder management, and organizational skills
- Domain experience in asset management, 529 plans, or retirement
- AI proficiency
- Series 7, 63, 65 or Series 7 and 66 licenses
- Familiarity with Business Intelligence, Data Analysis, and Data Warehousing
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.
Orion Insights
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
