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Integrity Marketing Group, LLC

Director, Product Strategy Wealth

Reposted One Month AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Lead multi-year product strategy for Wealth Management, partnering with GPMs, custodian and platform technology teams to define integrations, roadmaps, and GTM plans. Drive market and regulatory intelligence, represent product externally, and influence cross-functional teams to prioritize advisor-facing features that support AUM growth, advisor adoption, and retention.
Top Skills: Advisor PlatformsCustodian ApisFinancial Planning SoftwareOpen Finance Api StandardsPortfolio Data Feeds
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