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Job description
Job Description:
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.
The Opportunity
AssetMark is seeking a Senior Product Manager to drive the success of the custodial data and operations platform within our technology ecosystem. This senior role involves owning the data pipelines for accounts, documents, move money, custodial integration and Directives (aka change orders), defining product roadmaps and vision, and leading cross-functional teams to deliver major product initiatives. You’ll work at a strategic level while maintaining hands‑on execution excellence.
We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Key Responsibilities
Product Strategy & Roadmap:
Own entire custodial data and operations platform with full strategic accountability
Define product roadmaps and vision for custodial data and operations, maintaining 12-month roadmaps
Ensure engineering teams are productively deployed and aligned with strategic objectives
Lead cross-functional teams to deliver complex product initiatives such as straight-through processing for account open and move money
Contribute actively to strategy and roadmap development for other parts of the product estate
Product Design, Development, & Execution:
Design significant and complex new features that may require new platform patterns
Independently design user experiences and specify shovel-ready platform enhancements
Decompose complex product ideas into actionable user stories and lead feature development across multiple teams
Track and forecast team capacity, resolving conflicts a quarter or more in advance
Run multiple complex projects in parallel while maintaining quality and timeline commitments
Quickly ramp up and contribute to other parts of the product estate as needed
Fiercely protect engineering time to focus on designing, developing, and shipping product
Maintain strong knowledge of technology stack and architecture for your product area
Leverage data and technical insights independently to drive strategic decisions
Stakeholder & Ecosystem Engagement:
Serve as a trusted partner sought after by internal stakeholders
Own one or more internal stakeholder relationships at senior levels
Demo all features in your area internally and externally, adapting to audience and purpose
Develop comprehensive knowledge of competitive landscape and industry developments
Represent product capabilities and roadmap in high-stakes internal discussions
Leadership & Communication:
Excel in cross-functional leadership, building consensus and driving alignment across departments
Manage and develop multiple product managers, providing feedback and building team capabilities
Assess product, design, engineering, and QA candidates of equivalent or lower seniority
Communicate effectively with executive leadership, tailoring messages from technical details to high-level summaries
Identify opportunities to improve SDLC processes and evangelize adoption across teams
Knowledge, Skills, Abilities
Proven ability to define and execute comprehensive product strategies for complex money movement, custodial account and custodial integration platforms
Strong technical acumen including understanding of software architecture, APIs, and engineering trade-offs
Excellent stakeholder management and communication skills across all organizational levels
Data-driven decision making with advanced analytics and customer insight capabilities
Experience leading cross-functional teams and driving results without formal authority
Deep understanding of wealth management, asset management, or fintech industries
Ability to balance strategic thinking with hands‑on execution excellence
Education & Experience
Bachelor’s degree in Business, Finance, Economics, Computer Science, or related field
5-8 years of product management experience with demonstrated progression in scope and impact
Strong background in wealth management, asset management, or fintech
Experience owning complete products or major product areas end-to-end
Track record of successfully leading cross-functional teams and complex product initiatives
Experience mentoring and developing junior product management talent
Why Join AssetMark?
Own complete products that drive significant business impact and advisor success
Lead strategic initiatives in a dynamic, growth-focused environment
Work with cutting-edge technology in the rapidly evolving wealth management space
Mentor and develop the next generation of product management talent
Shape the future of financial advisor technology and make a meaningful impact on the industry
Join a mission-driven organization with ambitious growth goals and strong market position
AssetMark values diversity of thought and background and is committed to building an inclusive workplace. We encourage applications from candidates of all backgrounds, including those who are traditionally underrepresented in financial technology.
Compensation: The Base Salary range for this position is between $160,000-$180,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer:
We are AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doingwhat’sright, always. Even whenit’shard.
Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
Operatingwith Excellence, in learning fast, continuously improving,innovatingand collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we dowhat’sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.