Job Type
Full-time
Description
- Build and maintain a clear view of the wealth management landscape
- Identify and prioritize sub-segments based on product-market fit, operational realities, and revenue potential
- Lead market discovery with prospective clients, partners, and advisors to surface pain points, workflow gaps, and unmet needs
- Maintain an active view of the competitive landscape, identifying where FRT can differentiate
- Translate Market Insight into Product Strategy
- Define the product strategy for the Wealth line of business, anchored in clear client value and business impact
- Develop business cases and high-level requirements that shape product direction and inform go/no-go decisions
- Partner with product management, which owns detailed requirements and execution, to move opportunities from concept to launch
- Balance speed to market with development of high-value features that support long-term growth
- Contribute to the evolution of the product portfolio across both new opportunities and existing offerings
Drive Commercialization and Growth
- Lead commercialization efforts for Wealth solutions, including packaging, positioning, and pricing in partnership with marketing and sales
- Act as the subject matter expert for the Wealth line of business, supporting sales and client service in client discussions and deal support
- Ensure consistent messaging of value across client-facing teams
- Measure success through adoption, launch effectiveness, and revenue growth within the Wealth segment
- Proven experience in product strategy, business architecture, or a similar strategic role within fintech or the wealth management ecosystem (10+ years preferred)
- Comfortable owning market discovery and translating insights into actionable product direction
- Able to work across functions, influencing teams in product management, engineering, sales, client service, and operations
- Familiar with wealth management structures, advisor workflows, or investment operations is strongly preferred.
- Self-directed and accountable, able to operate independently while staying aligned with broader organizational priorities
- Structured in thinking, able to break down complex problems and define clear paths forward
- Intellectually curious, with a bias toward learning from the market and adapting quickly
- Competitive salary and bonus
- Health, dental, and vision coverage
- 401(k) with company match
- A high-growth environment with the opportunity to define new products and expand into new markets
- A collaborative culture focused on solving complex problems for leading financial institutions
Salary Description
160000-180000