Product Director, Wealth & Retirement

Company: IRALOGIX, Inc. Position: Product Director, Wealth & Retirement

Location: Charlotte, NC or Pittsburgh, PA /Hybrid Job Type: Full Time/Exempt

Industry: Retirement Services/FinTech Software Travel: 10%-20%

IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based, fully digital IRA solutions for America’s financial institutions. By modernizing how IRA accounts are managed and delivered, we expand access to retirement saving while helping our client-partners grow and compete. At IRALOGIX, we’re proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged.

We invest in sophisticated, next-gen technology, clear processes, and strong partnerships so our teams can do their best work and see the real-world impact of what they create. And we’re committed to building a workplace that supports learning, innovation, and long-term career development, allowing employees to grow alongside the company.

Role

As the Product Director for Wealth & Retirement, you will serve as a leader within the product organization, reporting to the Chief Product Officer (CPO) and translating the CPO’s product vision into executable strategy and hands-on, day-to-day product execution. This role owns the product roadmap and delivery cadence, defines product success metrics, and ensures the IRALOGIX retirement & wealth products & services continue to lead the retirement services market.

The ideal candidate brings deep retirement expertise and a genuine curiosity for what’s next: a builder’s instinct to identify opportunities before the market demands them, and the industry credibility to rally engineering, stakeholders, and executive leadership around a compelling vision. This role is the connective tissue between bold product strategy and real-world market outcomes.

Responsibilities

Product Strategy & Execution

• Translate the product vision into a structured, executable productstrategy and roadmapwith clear milestones, priorities, and resource requirements
• Own the product planning process, including quarterly and annual roadmap planning, capacity allocation, and cross-team dependency management
• Define product OKRs and success metrics; track and report on product performance, adoption, and business impact
• Make prioritization decisions that balance partner requests, market opportunities, technical investments, and regulatory requirements
• Conduct strategic market analysis, competitive intelligence, and partner research toidentifywhite-space opportunities,anticipatemarket shifts, and define a differentiated long-term product direction
• Translate macro fintech and wealthtech trends into specific product hypotheses; build internal awareness across product, engineering, and sales of where the retirement technology market is heading
• Foster a culture of curiosity and calculated risk-taking within the product team-creating space for rapid experimentation, honest post-mortems, and learning that compounds over time

Product Craft & Practice Leadership

• Establish and champion product management processes, standards, and best practices across the product organization
• Mentoranduplevel Product Managers on product craft, stakeholder management,anddata-driven decision-making
• Ensure consistent product management practices, including requirements documentation, backlog management, and release planning
• Drive product velocity and delivery quality through process improvement and cross-functional alignment

Cross-Functional Partnership

• Partner with the CTO and Engineering leadership to ensure seamless product-engineering collaboration, sprint planning, and technical feasibility assessment
• Collaborate with Sales, Marketing &Client Success to align product capabilities with partner acquisition and retention goals
• Work with Marketing on product positioning, messaging, and go-to-market strategy for new features and capabilities
• Partner with Compliance and Trust teams to ensure regulatory requirements (IRS, SECURE Act 2.0, SOC 2) are embedded in product development

Partner & Market Engagement

• Serve as a senior product representative to strategic financial institution partners, conducting product roadmap reviews and gathering executive-level feedback
• Lead product advisory councils and partner feedback programs to inform roadmap priorities
• Monitor the retirement services technology landscape, competitive dynamics, and emerging trends (AI, automation, regulatory changes) to inform product strategy
• Represent IRALOGIX at industry conferences, partner events, and thought leadership opportunities
• Desired Skills and Experience
• The essential skills and experience for this position include, but are not limited to, the following:
• Experience in B2B SaaS, fintech, or financial services product leadership
• Track recordof managing and developing a team of Product Managersand Product Designers
• Deep, hands-on experience withinretirement services, IRA products, custodial operations,andwealth management — ideally includinga track recordof modernizing or reimagining legacy workflows in this space
• Experience with regulatory or compliance-driven product development (DOL,IRS, SEC, FINRA)
• Demonstratedtrack recordshipping AIpowered features — such as intelligent automation, predictive analytics, personalization, or conversational interfaces-in a regulated financial services environment
• Experience working alongside a CTO-led engineering organization with clear product/engineering boundaries

Requirements

• 12+years of product management experience, with at least 3–5 years in a senior or leadership role managing a team of PMs
• Proventrack recordof defining and executing product strategy that drives measurable business outcomes
• Strong technical acumen with the ability to engage deeply with engineering teams on architecture and feasibility
• Excellent strategic thinking with the ability to balance long-term vision with near-term execution
• Experience presenting product strategy and roadmap to executive leadership, board members, and external partners
• Strong data-driven mindset with experience defining and measuring product KPIs and OKRs
• Demonstrated ability toidentifyand act on emerging technology trends-including AI, automation, and open finance and translate them into product capabilities before they become market requirements
• Bachelor’s degree in BusinessManagement or Administration, Computer Science, Engineering, or related fields; MBA strongly preferred
• IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D