VP Product Strategy
Core
Lead strategy, structuring, validation, and development of innovative financial products (annuities, retirement solutions) for RIA, wealth management, and self-directed investor markets.
Role type
VP Product Strategy & Development (Senior, hands-on IC with strategic leadership)
Builds
Sophisticated financial solutions leveraging insurance, capital markets, and asset management capabilities
Domain
Financial Services / Wealth Management / Retirement Solutions
Required skills
Financial product strategy, product structuring (annuities, derivatives, guarantees), market validation, cross-functional execution, commercial judgment, regulatory knowledge, risk management, data-driven decision-making
Preferred skills
CFA, actuarial credentials, advanced degree, AI-enabled capabilities
Technologies
None explicitly stated
Responsibilities
Lead product strategy for new wealth management channels; Design and evaluate sophisticated financial product structures; Engage with distribution partners to validate demand and establish commercial viability; Own product lifecycle from concept to launch; Develop business cases for senior executives; Champion data-driven decision-making and emerging technologies