Job Description
The Head of Product Strategy & Platform Innovation is a senior leadership role responsible for the **strategic evolution, differentiation, and commercial success** of our open‑architecture wealth management product platform. This individual wakes up every day thinking about **what’s next** —how product, partners, packaging, and go‑to‑market strategy come together to create a **compelling, modern, and advisor‑centric platform** across fee‑based advisory, annuities, and alternatives. We do not manufacture products. Our competitive advantage comes from **curation, partnership, design, positioning, and delivery** . This role exists to ensure our platform is not merely comprehensive—but **distinctive, relevant, and growth‑oriented** . The role works **horizontally across the organization** —marketing, sales, business development, training, product management—and **externally with asset managers, insurance carriers, TAMPs, and portfolio managers** . Success requires influence withou...