Orion Advisor Solutions
The Director, Wealth Product Strategy will define the vision, roadmap, and business priorities for Orion’s wealth product offering, guiding product strategy from ideation through market research, business case development, pricing, and implementation. The role partners with product management, investment, distribution, operations, technology, legal/compliance, and marketing to translate strategic priorities into actionable initiatives that drive growth, differentiation, and advisor adoption.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
5% above the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
VP, Funds & Partner Strategy, Wealth Management
Voya Financial
Wealth Advisory Investment Strategy
NYLPRD
Product Manager, Portfolio Management
Jobgether
Wealth Management Strategy & Advisory
Hong Leong Bank Cambodia
Associate Product Manager - AI-Powered Wealth & Investment Management Platform
Wipro
Senior Specialist, Client Coverage, UK Wealth Distribution
Oracle