Lead competitive research, market and pricing analysis, and financial modeling to build business cases and prioritize product roadmap and pricing. Prepare executive-ready materials and partner cross-functionally to inform wealth product strategy and drive advisor value.

Lead wealth product strategy and roadmap, perform market and competitive research, build financial business cases and pricing, drive product positioning and go-to-market, and partner cross-functionally to translate strategy into launches and governance that grow advisor adoption and revenue.

Lead business unit strategy for Orion Wealth Management, defining product, platform, pricing, and advisor experience roadmaps. Drive strategic planning, competitive intelligence, financial modeling, and cross-functional alignment. Build and scale the Wealth Strategy team and translate strategy into executive recommendations, business cases, and measurable operating plans.