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 requirementsOwn the product planning process, including quarterly and annual roadmap planning, capacity allocation, and cross-team dependency managementDefine product OKRs and success metrics; track and report on product performance, adoption, and business impactMake prioritization decisions that balance partner requests, market opportunities, technical investments, and regulatory requirementsConduct strategic market analysis, competitive intelligence, and partner research toidentifywhite-space opportunities,anticipatemarket shifts, and define a differentiated long-term product directionTranslate macro fintech and wealthtech trends into specific product hypotheses; build internal awareness across product, engineering, and sales of where the retirement technology market is headingFoster 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 timeProduct Craft & Practice Leadership
Establish and champion product management processes, standards, and best practices across the product organizationMentoranduplevel Product Managers on product craft, stakeholder management,anddata-driven decision-makingEnsure consistent product management practices, including requirements documentation, backlog management, and release planningDrive product velocity and delivery quality through process improvement and cross-functional alignmentCross-Functional Partnership
Partner with the CTO and Engineering leadership to ensure seamless product-engineering collaboration, sprint planning, and technical feasibility assessmentCollaborate with Sales, Marketing &Client Success to align product capabilities with partner acquisition and retention goalsWork with Marketing on product positioning, messaging, and go-to-market strategy for new features and capabilitiesPartner with Compliance and Trust teams to ensure regulatory requirements (IRS, SECURE Act 2.0, SOC 2) are embedded in product developmentPartner & Market Engagement
Serve as a senior product representative to strategic financial institution partners, conducting product roadmap reviews and gathering executive-level feedbackLead product advisory councils and partner feedback programs to inform roadmap prioritiesMonitor the retirement services technology landscape, competitive dynamics, and emerging trends (AI, automation, regulatory changes) to inform product strategyRepresent IRALOGIX at industry conferences, partner events, and thought leadership opportunitiesDesired 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 leadershipTrack 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 spaceExperience 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 environmentExperience working alongside a CTO-led engineering organization with clear product/engineering boundariesRequirements
12+years of product management experience, with at least 3–5 years in a senior or leadership role managing a team of PMsProventrack recordof defining and executing product strategy that drives measurable business outcomesStrong technical acumen with the ability to engage deeply with engineering teams on architecture and feasibilityExcellent strategic thinking with the ability to balance long-term vision with near-term executionExperience presenting product strategy and roadmap to executive leadership, board members, and external partnersStrong data-driven mindset with experience defining and measuring product KPIs and OKRsDemonstrated ability toidentifyand act on emerging technology trends-including AI, automation, and open finance and translate them into product capabilities before they become market requirementsBachelor’s degree in BusinessManagement or Administration, Computer Science, Engineering, or related fields; MBA strongly preferredIRALOGIX 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
Read LessCompany: IRALOGIX, Inc. Position: Principal Engineer
Location: Charlotte, NC or Pittsburgh, PA Job Type: Full-Time/Exempt
Industry: Retirement Services/FinTech Software Travel: 0%-25%
IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations.
Role:
As a PRINCIPAL ENGINEER, reporting to senior engineering leadership, you will be one of the most senior individual contributors at IRALOGIX and a technical leader for the entire platform. Your primary objective will be to scale the core of our platform while measurably ensuring resiliency, maintainability, and observability. You will own the architecture of distributed systems that move and account for retirement assets to the penny, scale our transaction processing by orders of magnitude, and set the engineering standard the rest of the organization builds to. This is a hands-on role: you will write code on our hardest problems while shaping technical direction across teams.
Responsibilities:
The essential responsibilities and duties for this position include, but are not limited to, the following:
Scope, design, build, and operate the services at the core of our platform — systems that must process retirement transactions accurately, at scale, every day.Drive step-change improvements in throughput, resiliency, and performance, scaling distributed cloud services both vertically and horizontally across the stack.Build the observability needed to prove the platform is right: dashboards, monitoring, and alerting that verify accurate and timely processing down to decimal precision.Arbitrate critical architectural decisions in collaboration with architecture, balancing software best practices, system realities, and stakeholder needs.Ensure the delivery of high-quality code that adheres to a defined SDLC, coding standards, and automated quality gates, with measurable improvement in code quality and test coverage for our most critical functionality.Debug and resolve critical production issues across services and multiple levels of the stack.Teach and mentor the next generation of technical leaders at IRALOGIX.Required Skills/Abilities:
Excellent verbal and written communication skills.Deep production experience with Java and Spring Boot.Working proficiency in JavaScript/TypeScrip, React, Node.js and Python.Strong experience with ANSI SQL and PostgreSQL or a comparable relational database.Demonstrated experience designing and scaling distributed systems, including event-driven, straight-through, and batch processing.Ability to leverage the full capabilities of modern observability tooling (metrics, tracing, logging, and alerting).AWS experience with services such as ECS, RDS, S3, and IAM, including infrastructure-as-code.Ability to move fluidly between high-level architecture discussions and detailed code.Education and Experience:
Bachelor's or master's degree in computer science or a related field, or equivalent practical experience.A minimum of 12 years of software development experience.A minimum of 8 years of experience in engineering distributed systems at scale.Experience in a FinTech or start-up environment preferred.Proficient with AWS and/or AWS certifications preferred.Experience with accounting systems is preferred.Must be a US Citizen, Permanent Resident, or eligible to work in the US permanently.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
Company: ILX Trust Position: Trust Officer
Location: Las Vegas, NV Job Type: Full-Time or Part-Time/Exempt
Industry: Retirement Services/FinTech Software Travel: 0%-5%
ILX Trust is a start-up passive trust company wholey owned subsidiary of IRALOGIX is a modern financial technology company transforming the nearly $20 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 and its wholey owned companies, 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 a TRUST OFFICER, you will serve as a fiduciary and regulatory subject matter expert responsible for overseeing the administration, compliance, and governance of IRA trust and custodial operations at IRALOGIX’s Trust Company. This role ensures that all retirement account services are delivered in accordance with IRS regulations, ERISA requirements, Department of Labor guidelines, state trust laws, and applicable federal and state banking regulations. The Trust Officer works cross-functionally with Product, Engineering, Legal, Compliance, and Client Success teams to embed regulatory requirements into IRALOGIX’s digital IRA platform, support financial institution partners with trust and fiduciary matters, and serve as a key resource for regulatory examinations and audits. This person will report directly to the President of the Trust Company.
Responsibilities:
The essential responsibilities and duties for this position include, but are not limited to, the following:
Trust Administration & Fiduciary Oversight
· Oversee the administration of IRA trust and custodial accounts, ensuring compliance with all fiduciary obligations and regulatory requirements
· As a start-up, new processes and practices will need to be put into place using project management skills
· Ensure proper handling of IRA contributions, distributions, rollovers, transfers, conversions, recharacterizations, and required minimum distributions (RMDs)
· Review and approve complex or non-standard IRA transactions, including inherited IRA distributions, qualified charitable distributions (QCDs), and prohibited transaction reviews
· Managing a demand deposit account utilized by the Trust Company
· Ensuring daily reconciliation of trust accounts
· Monitor account administration processes to ensure adherence to IRS contribution limits, eligibility rules, and beneficiary designation requirements
· Oversee escheatment and abandoned property processes for retirement accounts in compliance with state unclaimed property laws
· Serve as the fiduciary decision-maker on matters requiring trust officer authority or discretion
Regulatory Compliance & Risk Management
· Ensure compliance with IRS regulations governing IRAs (IRC Sections 408, 408A, 402, 401), including Traditional, Roth, SEP, and SIMPLE IRA requirements
· Monitor and interpret regulatory changes from the IRS, Department of Labor, SEC, FINRA, state regulators, and banking authorities that impact IRA operations
· Develop, maintain, and enforce trust policies and procedures that govern IRA account administration
· Support regulatory examinations, audits, and inquiries from federal and state regulators
· Conduct periodic compliance reviews and risk assessments of trust and custodial operations
JOB DESCRIPTION
· Collaborate with Legal and Compliance to assess regulatory risk, respond to enforcement actions, and implement corrective measures
· Manage the IRA plan document, custodial agreement, and disclosure statement review and update process
Tax Reporting & IRS Compliance
· Oversee IRA tax reporting processes, including Forms 5498, 1099-R, 990-T, and related IRS filings
· Ensure timely and accurate fair market value (FMV) reporting for all IRA assets
· Monitor withholding requirements and ensure proper federal and state tax withholding on IRA distributions
· Coordinate with Finance and Operations on year-end reporting, IRS corrections, and late contribution processing
· Stay current on IRS guidance, revenue rulings, and private letter rulings affecting IRA administration
Partner & Client Support
· Serve as the trust and regulatory subject matter expert for IRALOGIX’s financial institution partners, advising on IRA compliance questions, operational best practices, and regulatory changes
· Support Client Success and Sales teams with partner onboarding, due diligence responses, and trust-related inquiries
· Develop and deliver regulatory training and educational content for partners and internal teams
· Assist in the resolution of escalated client and partner issues related to IRA administration, regulatory interpretation, or fiduciary matters
Product & Technology Collaboration
· Partner with Product and Engineering teams to ensure the IRALOGIX platform incorporates current regulatory requirements, IRS rules, and trust administration best practices
· Review and validate product features, workflows, and business rules related to IRA account opening, transactions, distributions, and reporting
· Provide regulatory input on new product development, including support for emerging IRA types, alternative assets, or regulatory changes (e.g., SECURE Act 2.0 implementation)
· Contribute to the design of automated compliance controls, exception handling workflows, and audit trail capabilities within the platform
Requirements:
· 7–10+ years of experience in trust administration, IRA operations, retirement plan compliance, or fiduciary services
· Deep knowledge of IRS regulations governing IRAs (IRC Sections 408, 408A, 402, 401), including Traditional, Roth, SEP, SIMPLE, and Inherited IRA rules
· Strong understanding of federal and state trust and banking regulations, fiduciary responsibilities, and compliance frameworks
· Experience developing and maintaining trust policies, procedures, and compliance programs
· Proven ability to interpret complex regulations and translate them into actionable operational guidance and platform requirements
· Excellent analytical, communication, and problem-solving skills with the ability to advise both technical and non-technical stakeholders
· Experience working cross-functionally with product, engineering, legal, and operations teams
· Bachelor’s degree in Finance, Business Administration, Accounting, or related field; JD or advanced degree a plus
Desired Skills and Experience
The essential skills and experience for this position include, but are not limited to, the following:
· Demonstrated communications, collaboration and leaders ship sklls are essential
· Direct experience with IRA custodial or trust administration at a bank, trust company, custodian, or retirement services provider
· Working knowledge of SECURE Act 2.0, SETTING Every Community Up for Retirement Enhancement Act provisions, and their operational implications
· Experience with IRA tax reporting (Forms 5498, 1099-R, 990-T)
· Familiarity with fintech or digital-first retirement platforms
· Experience supporting regulatory examinations (OCC, FDIC, state banking regulators)
· CISP (Certified IRA Services Professional) or CTFA (Certified Trust and Fiduciary Advisor) designation
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
