Sr. Director, Product Strategy Wealth

📍 Job Overview

Job Title: Sr. Director, Product Strategy Wealth

Company: Integrity

Location: Dallas, TX, United States

Job Type: FULL_TIME

Category: Product Strategy / Revenue Operations (GTM Alignment)

Date Posted: April 30, 2026

Experience Level: 10+ years

Remote Status: On-site

🚀 Role Summary

• This senior strategic leadership role focuses on defining and executing the product vision and market strategy for Wealth Management and Annuities, crucial for driving revenue growth and market penetration within Integrity's Insurtech and Fintech ecosystem.

• The position requires deep domain expertise in wealth and annuities technology, acting as a key liaison between business objectives, GPMs, Sales leadership, and technology partners to ensure strategic product investment and advisor-facing execution.

• A primary focus is on influencing the direction of Insurtech and Fintech through robust domain knowledge, strategic technology partnerships, and seamless collaboration with GPMs and Sales leadership.

• This role is intended to be a high-profile, industry-directing position within wealth and annuities technology, embodying strategic leadership and driving innovation in product development and market execution.

📝 Enhancement Note: While the title is "Sr. Director, Product Strategy Wealth," the core responsibilities heavily involve aligning product strategy with revenue-generating lines of business (Wealth Management and Annuities) and Go-To-Market (GTM) execution through sales enablement and partnerships. This positions the role as a critical function within a broader revenue operations and GTM strategy framework, requiring strong cross-functional collaboration rather than direct product management.

📈 Primary Responsibilities

• Accountable for defining, maintaining, and communicating the multi-year product strategy and vision for Wealth Management and Annuities, encompassing investment products, retirement planning, financial planning tools, and advisor platform capabilities.

• Own the end-to-end business-to-technology strategy for Wealth and Annuities lines of business, ensuring alignment with executive leadership and cross-departmental objectives.

• Develop and maintain compelling product narratives for broker-dealers, RIAs, advisors, and enterprise wealth accounts, ensuring a clear and differentiated market story.

• Continuously monitor and analyze Wealth and Annuities market dynamics, SEC and FINRA regulatory changes, competitive positioning of advisor platforms, and the evolution of fiduciary standards to inform strategic roadmap priorities.

• Translate line-of-business (LOB) goals, such as AUM growth, advisor adoption, new advisor acquisition, and retention, into clear product investment priorities, working with GPMs to integrate them into roadmaps and OKRs.

• Serve as the senior product representative for Wealth Management custodian and platform technology partnerships, clearly articulating Integrity’s product capabilities, integration roadmap, and advisor platform strategy.

• Collaborate with custodian and broker-dealer technology teams to identify, define, and prioritize integration opportunities, data feed requirements, and co-development initiatives that enhance advisor and client workflows.

• Partner with GPMs to translate custodian and platform technology requirements into well-defined product roadmap items, ensuring seamless technical execution.

• Maintain up-to-date knowledge of custodian platform developments, open finance API standards, and integration roadmaps across the broader Wealth Management technology ecosystem.

• Partner with GPMs across the product organization to ensure Wealth Management and Annuities business requirements are clearly articulated, prioritized, and integrated into product roadmaps and OKRs.

• Collaborate with Product Managers, Marketing, and Design to develop and maintain CX journey maps and CX personas specifically for financial advisors, RIAs, and wealth management clients.

• Act as the senior LOB advocate in cross-functional planning sessions, ensuring Wealth Management and Annuities priorities are visible and championed across the entire product organization.

• Provide GPM partners with ongoing market context, including regulatory developments, competitive intelligence, and advisor platform performance data, to support informed product decisions.

• Lead comprehensive financial market research, encompassing advisor platform competitive analysis, regulatory change tracking, fiduciary standard developments, and client experience benchmarking.

• Synthesize market and competitive intelligence into actionable product strategy recommendations for senior leadership, including the CTPO and VP of Product.

• Represent Wealth Management product strategy at industry events, advisor conferences, financial planning forums, and broker-dealer technology summits.

• Contribute Wealth Management and Annuities product expertise to Go-To-Market (GTM) plans in collaboration with Sales Presidents, VPs, the VP of Sales Enablement, and Marketing, focusing on product launch strategy, rollout sequencing, and feature prioritization for advisor adoption.

• Partner with the VP of Sales Enablement to develop and refine sales enablement content, advisor training materials, and competitive positioning, leveraging domain expertise.

• Support enterprise advisor and broker-dealer discussions by providing product expertise and executive-level product representation.

📝 Enhancement Note: The responsibilities highlight a strategic, influential role focused on product vision and market alignment rather than direct product management execution. This aligns with a senior individual contributor role that drives strategy and influences roadmaps through deep domain expertise, crucial for a GTM or Revenue Operations context.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Business, Finance, Economics, Computer Science, or a closely related field is a mandatory requirement.

Experience:

• Requires 8–12+ years of combined experience in product management, product strategy, or a related business role within the Life Insurance, Health Insurance, Wealth Services, or a comparable financial services industry sector, preferably within a technology-forward organization.

• Must demonstrate a proven ability to bridge business domain expertise with technology product strategy, effectively translating industry-specific business needs into concrete product investment priorities.

• Proven track record of influencing roadmap priorities through domain expertise and collaboration with GPMs and cross-functional product teams, without direct management authority.

• Substantial experience partnering with departmental leadership, including Sales/Distribution executives (e.g., CDOs, Presidents of Sales, Sales VPs, VP of Sales Enablement), and go-to-market teams to develop and execute comprehensive product launch, rollout, and sales enablement strategies.

• Experience representing products and business strategy to senior internal and external stakeholders, including technology partnership discussions with carriers or distribution partners.

• Proven experience presenting at industry events, carrier technology forums, and distribution partner meetings.

• Deep knowledge of investment products, retirement planning vehicles, advisory platforms, fiduciary standards (e.g., Reg BI, DOL), and advisor distribution models (RIA, broker-dealer, hybrid), particularly within a technology-enabled context.

• Hands-on experience working with or within custodian technology teams, broker-dealer platforms, or wealth management distribution technology partnerships.

Required Skills:

• Product Strategy: Ability to define and articulate a clear, multi-year product vision and strategic roadmap for complex financial services lines of business.

• Wealth Management & Annuities Domain Expertise: Deep understanding of investment products, retirement planning, financial planning tools, and related market dynamics.

• Strategic Thinking: Capacity to translate business goals and market insights into actionable product strategies and influence roadmap development.

• Cross-functional Collaboration & Influence: Proven ability to work effectively with GPMs, Sales, Marketing, and Technology teams, driving alignment without direct authority.

• Stakeholder Management: Skilled in managing relationships and communicating effectively with senior internal and external stakeholders, including technology partners and distribution leadership.

Preferred Skills:

• Insurtech & Fintech Acumen: Understanding of how Insurtech and Fintech innovations are shaping the wealth and annuities landscape.

• Regulatory Knowledge: In-depth familiarity with SEC and FINRA regulations, fiduciary standards, and their impact on product and platform strategy.

• Technology Partnership Management: Experience managing relationships and strategic initiatives with custodian and platform technology providers.

• Sales Enablement Contribution: Ability to provide domain expertise to GTM and sales enablement initiatives, ensuring effective product messaging and advisor adoption.

• Agile/Scrum Methodologies: Familiarity with agile product development processes and the distinction between strategy and delivery roles within empowered product teams (e.g., SVPG model).

📝 Enhancement Note: The experience requirements emphasize strategic influence and domain expertise over direct management, aligning with a senior individual contributor role. The "preferred" skills highlight a desire for modern product development understanding and a broad awareness of the Insurtech/Fintech landscape.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Demonstrate strategic thinking through examples of product vision development for complex financial services lines of business, showcasing a multi-year perspective.

• Provide case studies illustrating how market intelligence, competitive analysis, and regulatory insights were synthesized to influence product strategy and roadmap priorities.

• Showcase examples of successful collaboration and influence with cross-functional teams (GPMs, Sales, Marketing, Technology) to drive strategic alignment and achieve business objectives.

Process Documentation:

• Document examples of how market dynamics, competitive positioning, and regulatory changes were analyzed and translated into strategic product recommendations.

• Illustrate processes for collaborating with GPMs and Product Managers to ensure business requirements are clearly defined, prioritized, and integrated into product roadmaps and OKRs for Wealth Management and Annuities.

• Provide examples of contributions to Go-To-Market (GTM) strategies, sales enablement content, and product messaging, demonstrating a structured approach to market execution.

📝 Enhancement Note: For a role focused on strategy and influence, the portfolio should emphasize strategic frameworks, analytical outputs, and documented cross-functional collaboration successes. It's less about owning the execution and more about shaping the direction and ensuring alignment.

💵 Compensation & Benefits

Salary Range:

Benefits:

• Comprehensive health, dental, and vision insurance plans designed to support employee well-being.

• Retirement savings plan, potentially including a 401(k) with company match, to support long-term financial security.

• Generous paid time off (PTO) policy, including vacation days, sick leave, and holidays, offering work-life balance.

• Opportunities for professional development, including training, conferences, and certifications relevant to product strategy and financial services.

• Potential for performance-based bonuses or equity, reflecting the role's significant impact on company growth and strategic objectives.

Working Hours:

• Standard full-time work hours are expected, typically around 40 hours per week. While the role is on-site in Dallas, TX, flexibility may be available based on team needs and project demands, particularly for critical deadlines or strategic planning sessions.

📝 Enhancement Note: Salary estimate is based on typical Sr. Director compensation in a major metropolitan area like Dallas for a specialized financial services strategy role, considering the extensive experience and high-impact nature of the position. Benefits are standard for a large organization in the financial services sector.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (Insurance Distribution, Insurtech, Fintech). Integrity operates at the intersection of insurance distribution, technology, and financial services, aiming to modernize how individuals protect and grow their wealth. This positions the company as a forward-thinking player in a traditionally conservative industry.

Company Size: Integrity is a hyper-growth company, indicating a dynamic and rapidly evolving work environment. This size suggests a structure that allows for significant individual impact and career acceleration, while also demanding adaptability and a proactive approach to process and strategy.

Founded: Integrity was founded with a purpose to help people protect their life, health, and wealth. This founding principle likely underpins a culture focused on client well-being and long-term financial security, which should resonate with professionals in wealth management.

Team Structure:

• The role sits within the broader Product organization, reporting to a senior leader (likely CTPO or VP of Product), but operates with significant autonomy in defining strategy for specific lines of business (Wealth & Annuities).

• This position requires close collaboration with Group Product Managers (GPMs) who lead product delivery, as well as Sales Presidents, VPs of Sales, the VP of Sales Enablement, Marketing, and various technology teams (including custodian and advisor platform partners).

Methodology:

• Integrity embraces an "Insurtech" focus, suggesting a strong emphasis on leveraging technology to enhance client experience, advisor efficiency, and operational effectiveness.

• The company likely employs modern product development methodologies, potentially influenced by frameworks like SVPG (SoundView Pro Group), which advocates for empowered product teams and a clear distinction between product strategy and product delivery.

• Data analysis and insights are critical for informing strategy, with a focus on understanding market dynamics, competitive landscapes, and the impact of regulatory changes.

Company Website: https://www.Integrity.com

📝 Enhancement Note: The company's "hyper-growth" and "Insurtech" focus suggest an environment that values innovation, agility, and a data-driven approach to strategy and execution. The role's cross-functional nature means understanding and adapting to this dynamic culture is key.

📈 Career & Growth Analysis

Operations Career Level: This role is at a Sr. Director level, signifying a senior individual contributor position with significant strategic responsibility. It is positioned as a leader in defining the "product vision, market strategy, and business alignment" for key revenue-generating lines of business. The scope extends beyond traditional product management to encompass market intelligence, competitive analysis, and GTM strategy influence.

Reporting Structure: The Sr. Director will report to a high-level executive within the Product organization (e.g., CTPO or VP of Product). However, the role's influence extends broadly, requiring close collaboration and partnership with GPMs, Sales leadership (Presidents, VPs, VP of Sales Enablement), Marketing, and external technology partners. This structure emphasizes influencing strategy and roadmap priorities rather than direct team management.

Operations Impact: The role's direct impact is on shaping the strategic direction of Wealth Management and Annuities products, which are critical revenue drivers for Integrity. By ensuring product strategy is aligned with market needs, regulatory requirements, and advisor workflows, this position directly influences AUM growth, advisor adoption, client acquisition, and retention, thereby significantly impacting overall company revenue and market share.

Growth Opportunities:

• Strategic Leadership Expansion: Potential to expand strategic influence across additional lines of business or take on broader product portfolio responsibilities within Integrity's rapidly growing enterprise.

• Industry Influence: Opportunity to become a recognized thought leader in Insurtech and Wealth Management technology through representation at industry events and strategic partnerships.

• Executive Visibility: High visibility with executive leadership (CTPO, VP of Product, Sales leadership) provides a strong platform for career advancement and potential progression into executive product or GTM leadership roles.

• Skill Development: Deepen expertise in cutting-edge Insurtech/Fintech strategies, regulatory environments, and complex financial product ecosystems, enhancing marketability and long-term career growth.

📝 Enhancement Note: The career path for this role emphasizes strategic influence and domain expertise, offering significant growth potential within a fast-paced, hyper-growth environment. The lack of direct management is a key characteristic, focusing growth on strategic impact and thought leadership.

🌐 Work Environment

Office Type: The role is based on-site at Integrity's Dallas, TX location (SSC - Dallas, TX). This suggests a traditional office environment where in-person collaboration and team engagement are prioritized.

Office Location(s): The primary work location is Dallas, Texas. This location offers access to a major business hub with a strong financial services presence. Specific details about office amenities, accessibility, or hybrid work policies beyond the on-site requirement would need to be confirmed directly.

Workspace Context:

• The emphasis on "family-like environment" and "people first" at Integrity suggests a collaborative and supportive workspace culture.

• As a "hyper-growth company," the workspace might be modern and dynamic, equipped with the necessary tools and technology to support innovation and collaboration.

Work Schedule:

• This is a FULL_TIME position, with standard working hours typically around 40 per week. Given the strategic and senior nature of the role, some flexibility may be expected to accommodate critical deadlines, executive meetings, or strategic planning sessions, but the primary expectation is on-site presence.

📝 Enhancement Note: The on-site requirement in Dallas, TX, points to a structured work environment that values in-person interaction. The company culture notes suggest a supportive yet dynamic atmosphere characteristic of a rapidly growing organization.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A recruiter or HR representative will likely conduct an initial screening to assess basic qualifications, experience, and cultural fit. Be prepared to articulate your understanding of Integrity's mission and the strategic importance of product strategy in wealth management.

• Hiring Manager Interview: An interview with the hiring manager (CTPO or VP of Product) to delve deeper into your strategic thinking, domain expertise, and leadership philosophy. Focus on your experience influencing roadmaps and driving product vision without direct authority.

• Cross-Functional Interviews: Interviews with key stakeholders such as GPMs, Sales VPs, and potentially Marketing or Technology leaders. These interviews will assess your ability to collaborate, communicate, and align diverse teams around strategic objectives. Prepare specific examples of cross-functional influence and partnership.

• Executive Presentation/Case Study: A potential final round may involve a presentation to senior leadership. This could be a discussion of past strategic successes or a case study related to developing a product strategy for a wealth management offering. Focus on articulating your process, rationale, and anticipated impact.

Portfolio Review Tips:

• Focus on Strategy & Influence: Your portfolio should highlight your strategic thinking, market analysis capabilities, and ability to influence product direction and roadmaps. Prioritize examples where you shaped strategy rather than solely managed execution.

• Quantify Impact: Wherever possible, quantify the impact of your strategic contributions using metrics related to revenue growth, market share, advisor adoption, or efficiency gains.

• Showcase Collaboration: Include examples demonstrating your ability to collaborate effectively with GPMs, sales teams, and technology partners. Detail how you built consensus and aligned stakeholders.

• Structure for Clarity: Organize your portfolio with clear case studies, presenting the challenge, your strategic approach, the actions taken (influence/collaboration), and the measurable outcomes. Use visual aids where appropriate to illustrate complex concepts.

Challenge Preparation:

• Strategic Scenario: Be prepared for a hypothetical scenario where you need to define a product strategy for a new wealth management offering or address a competitive threat. Focus on your methodical approach to market analysis, target audience definition, and strategic prioritization.

• Cross-Functional Alignment Exercise: You might be asked to outline how you would gain buy-in from different departments (e.g., Sales, Product Delivery) for a strategic product initiative. Emphasize communication strategies and stakeholder management techniques.

• Market Trend Analysis: Prepare to discuss current trends in wealth management technology, regulatory changes (e.g., fiduciary standards), and their implications for product strategy.

📝 Enhancement Note: The interview process emphasizes strategic thinking, cross-functional influence, and domain expertise. A strong portfolio showcasing strategic impact and collaboration is critical.

🛠 Tools & Technology Stack

Primary Tools:

• CRM: Experience with major CRM platforms (e.g., Salesforce) is likely beneficial for understanding advisor interactions and sales pipeline dynamics, though direct management may not be required.

• Product Management Platforms: Familiarity with tools like Jira, Confluence, or Aha! for roadmap planning and documentation, even if not directly managing them, is advantageous for understanding how strategy translates into execution.

• Collaboration Suites: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or Google Workspace is essential for strategic documentation, presentations, and data analysis.

Analytics & Reporting:

• Business Intelligence Tools: Exposure to BI tools such as Tableau, Power BI, or Looker for analyzing market data, competitive intelligence, and potential product performance metrics.

• Data Analysis Tools: Comfort with Excel for data manipulation and analysis, and potentially SQL for querying data warehouses, to support data-informed strategic decisions.

CRM & Automation:

• Financial Planning Software: Awareness of common financial planning software used by advisors (e.g., eMoney Advisor, MoneyGuidePro) is crucial for understanding the advisor workflow and platform integration needs.

• Custodian Platforms: Familiarity with the technology platforms and APIs of major wealth management custodians (e.g., Fidelity, Schwab, Pershing) is highly relevant given the partnership focus of the role.

📝 Enhancement Note: While this role is strategy-focused, understanding the technology stack used by advisors, custodians, and internal product teams is critical for effective strategic planning and partnership management. The emphasis is on understanding how these tools support the strategy, rather than hands-on technical management.

👥 Team Culture & Values

Operations Values:

• Integrity First: Upholding the company's core value of integrity in all strategic decisions and stakeholder interactions, particularly concerning financial products and client trust.

• Client-Centricity: A strong focus on serving the needs of clients and advisors, ensuring that product strategies directly contribute to enhancing their experience and financial well-being.

• Innovation & Technology: Embracing an Insurtech/Fintech mindset to drive forward-thinking product strategies, leveraging technology to create competitive advantages.

• Collaboration & Teamwork: Fostering a collaborative environment where cross-functional teams work together effectively to achieve shared goals, emphasizing influence and mutual support.

• Data-Driven Decision Making: Utilizing market intelligence, competitive analysis, and performance data to inform strategic choices and measure the impact of product initiatives.

Collaboration Style:

• Strategic Partnership: Working closely with GPMs, Sales leadership, and Marketing to co-create and refine strategies, ensuring alignment across all revenue-generating functions.

• Influence & Advocacy: Championing the needs of the Wealth Management and Annuities LOBs within the broader product organization and with technology partners, advocating for necessary investments and roadmap priorities.

• Knowledge Sharing: Actively sharing market insights, competitive intelligence, and regulatory updates with stakeholders to foster a well-informed product development process.

• Feedback Integration: Open to receiving and providing constructive feedback to improve product strategies, GTM plans, and cross-functional processes.

📝 Enhancement Note: The company culture emphasizes ethical conduct, client focus, and leveraging technology for growth. The collaboration style is geared towards influencing and aligning diverse stakeholders, critical for a role without direct management authority.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing Strategic Vision with Execution Reality: Aligning ambitious, long-term product strategies with the immediate priorities and resource constraints of GPMs and development teams. Requires strong negotiation and prioritization skills.

• Influencing Without Direct Authority: Effectively driving product strategy and roadmap decisions across multiple departments and stakeholder groups where direct management control is absent. Requires exceptional communication, persuasion, and relationship-building skills.

• Navigating Complex Regulatory Landscapes: Staying abreast of and strategically responding to evolving SEC, FINRA, and other regulatory requirements that impact wealth management products and advisor platforms.

• Rapid Market Evolution: Keeping pace with the fast-changing Insurtech and Fintech landscape, competitive pressures, and evolving advisor/client expectations in the wealth management space.

Learning & Development Opportunities:

• Deepening Domain Expertise: Continuous learning in advanced financial products, retirement planning strategies, and evolving wealth management business models.

• Strategic Frameworks & Methodologies: Opportunity to refine skills in strategic planning, market analysis, and potentially modern product development frameworks like SVPG.

• Executive Communication & Influence: Developing advanced skills in presenting complex strategies and influencing senior leadership and external partners.

• Industry Thought Leadership: Building a profile within the Insurtech and Wealth Management sectors through industry event participation and strategic insights.

📝 Enhancement Note: The challenges are typical for senior strategy roles that require significant influence. The growth opportunities are focused on deepening strategic expertise and expanding influence within a dynamic industry.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you developed a multi-year product strategy for a complex financial service. What was your process, and how did you gain buy-in from stakeholders?" (Focus on market analysis, vision setting, and stakeholder alignment.)

• "How do you stay informed about regulatory changes (e.g., SEC, FINRA) and competitive shifts in the wealth management space, and how do you translate this intelligence into actionable product strategy?" (Highlight your research methodologies and strategic response planning.)

Company & Culture Questions:

• "What excites you about Integrity's mission and its approach to Insurtech/Fintech in the wealth management space?" (Research Integrity's values, recent news, and strategic direction.)

• "This role requires significant influence without direct management. How would you build relationships and gain alignment with Group Product Managers who own product delivery?" (Focus on your collaborative approach, communication skills, and understanding of the GPM role.)

Portfolio Presentation Strategy:

• Executive Summary First: Begin with a high-level overview of your strategic accomplishments, emphasizing key themes like market penetration, revenue impact, or platform innovation.

• Deep Dive into 1-2 Key Cases: Select 1-2 portfolio pieces that best represent your strategic thinking and influence. For each, clearly articulate the business challenge, your strategic approach, the data/market insights used, the influence tactics employed, and the measurable outcomes.

• Focus on "Why" and "How": Explain the rationale behind your strategic decisions and the methodologies you used to achieve them. Detail how you collaborated with different teams.

• Tailor to Integrity: Where possible, draw parallels between your past successes and Integrity's current strategic objectives or challenges in the wealth management space.

📝 Enhancement Note: Interview preparation should focus on demonstrating strategic depth, cross-functional influence, and a clear understanding of the wealth management and Insurtech/Fintech landscape. Examples should be structured using the STAR method (Situation, Task, Action, Result) and tailored to Integrity's business.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided link on Integrity's careers portal.

• Customize Your Resume: Tailor your resume to highlight your experience in product strategy, wealth management, annuities, market analysis, cross-functional influence, and GTM alignment. Use keywords from the job description and ensure achievements are quantified.

• Prepare Your Portfolio: Curate a portfolio that showcases your strategic thinking, market intelligence synthesis, and experience influencing roadmaps. Focus on impactful case studies demonstrating your ability to drive business objectives through strategic product vision.

• Research Integrity: Thoroughly understand Integrity's mission, values, target market, and recent developments in their Insurtech and wealth management offerings. Prepare to articulate how your strategic approach aligns with their business goals and culture.

• Practice Your Narrative: Develop a compelling narrative for your career journey, emphasizing your strategic contributions and ability to lead through influence. Practice articulating your approach to product strategy, market analysis, and stakeholder collaboration.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

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