SVP, Wealth Strategy at Orion Advisor Technology — San Francisco, CA

About this Opportunity:

As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management’s wealth product, platform, and advisor experience organization. This role defines the strategic agenda, investment priorities, roadmap, and growth opportunities that shape Orion’s wealth offering across investment products, wealth solutions, platform capabilities, advisor experiences, and supporting operating foundations.

Reporting to the EVP, Wealth Management Product and Platform, this position serves as the senior strategy leader responsible for connecting Orion’s business objectives, advisor needs, market trends, product economics, and platform capabilities into a cohesive business unit strategy. The SVP, Wealth Strategy leads the Wealth Product Strategy team and partners closely with product management, platform experience, investments, technology, operations, sales, marketing, finance, legal/compliance, and executive leadership.

This role focuses on enterprise-level strategic priorities for the Wealth business, including product and platform unification, revenue growth, pricing and economics optimization, strategic roadmap prioritization, business case development, competitive positioning, product rationalization, and investment in foundational capabilities that make Orion’s wealth ecosystem more scalable, differentiated, and easier for advisors to adopt. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you'll get to:

Define and lead the business unit strategy for Orion Wealth Management, aligning product, platform, investment, service, and operating priorities to overall growth objectives

Establish and maintain a cohesive strategic roadmap across wealth products, platform capabilities, advisor experiences, proprietary and third-party solutions, and foundational operating capabilities

Lead strategic planning, prioritization, and investment decision-making for high-impact initiatives, including new product opportunities, platform unification, pricing optimization, product rationalization, and new revenue opportunities

Oversee competitive intelligence, market research, advisor insights, financial modeling, and business case development to ensure strategic recommendations are grounded in rigorous analysis and clear commercial logic

Partner with executive leadership, product management, platform experience, investments, sales, operations, technology, finance, marketing, legal/compliance, and service teams to align on strategic priorities, trade-offs, and execution plans

Translate business strategy into executive-level recommendations, board-ready materials, operating plans, success metrics, and governance routines that support disciplined execution

Lead, develop, and scale the Wealth Strategy team, building a high-performing function known for strategic clarity, analytical rigor, executive influence, and measurable business impact

We're looking for talent who:

Has enterprise-level strategic thinking with the ability to connect market dynamics, advisor needs, product economics, platform capabilities, operating constraints, and financial outcomes into a clear business strategy

Has strong commercial orientation, including experience driving revenue growth, pricing strategy, profitability improvement, product rationalization, and investment prioritization

Has deep understanding of wealth management, advisor platforms, managed accounts, investment products, wealth solutions, financial technology, distribution models, and advisor business economics

Has exceptional executive communication and storytelling skills, with the ability to create board-ready materials and influence senior leaders through clear, data-driven recommendations

Has proven ability to lead cross-functional strategy work in a matrixed environment, drive alignment, evaluate trade-offs, and move complex initiatives from concept to execution

Has strong analytical discipline and experience with business cases, scenario modeling, market sizing, pricing analysis, financial performance metrics, and KPI frameworks

Has high judgment, intellectual curiosity, leadership presence, and ability to build a strategy function that improves the quality and speed of business decision-making

Has a minimum of a bachelor’s degree required; MBA, CFA, or related advanced degree/designation preferred

Has minimum of 15+ years of relevant experience in wealth management, asset management, product strategy, platform strategy, corporate strategy, strategic finance, consulting, fintech, broker-dealer, TAMP, or RIA environments

Has experience leading strategy for a business unit, product organization, platform business, or large-scale transformation initiative within financial services strongly preferred

Has demonstrated track record building strategic roadmaps, leading cross-functional executive initiatives, developing business cases, optimizing economics, and managing senior stakeholders

Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

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Recommended Skills:

Asset Allocation, Business Case Development, Business Cases, Business Strategies, Investment Products, Investment Strategies, Strategic Planning, Strategic Recommendations, Wealth Management, Wealth Management Services, Wealth Management Strategies

Salary Range:

$231,822.00 - $382,507.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.