Job Description:

AssetMark is a leading wealth management platform helping independent financial advisors deliver better outcomes for their clients and grow their businesses. More than 10,000 advisors rely on our investment solutions, technology, and services to manage and scale their practices.

The Opportunity

We're looking for a Senior Product Manager who wants to own meaningful problems, build great products, and take personal responsibility for making them successful.

You'll own a significant area of AssetMark's technology platform, shaping how financial advisors run their businesses and serve their clients. You'll build consensus to define where your product goes, work closely with engineering and design to bring it to life, and coordinate across the organization to drive adoption and measurable business impact.

This is a hands-on role with substantial ownership. We value people who think critically, challenge assumptions, care deeply about their work, and bring the energy and persistence needed to turn good ideas into successful products.

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.

Responsibilities

• Own the product. Set the vision, strategy, and roadmap for a significant product area. Make thoughtful decisions about where to invest, what to prioritize, and what not to build.
• Understand the problems worth solving. Develop a deep understanding of financial advisors, their workflows, and their challenges. Combine customer insights, data, and business context to identify opportunities that matter.
• Shape solutions, not just requirements. Work hands-on with design and engineering to create intuitive experiences and solve complex technical and operational problems. Get into the details of existing systems, data flows, and legacy dependencies to design solutions that work within the realities of a complex technology platform.
• Lead from idea through impact. Translate opportunities into actionable plans, identify upstream and downstream dependencies, and coordinate delivery across multiple teams. Stay accountable after launch for adoption, user satisfaction, and business results, with a clear understanding of how your work contributes to those outcomes.
• Bring people along. Build strong relationships across engineering, design, sales, operations, and leadership. Tell compelling stories, adapt your communication to different audiences, and align priorities across teams—including those outside your direct area of ownership.
• Raise the bar. Bring curiosity, sound judgment, and a relentless commitment to doing excellent work. Challenge the status quo, welcome feedback, and help the people around you get better.

Knowledge, Skills & Abilities:

Must Have

• Wealth management expertise. Meaningful experience in wealth management, asset management, or closely related fintech, with a working understanding of investment products, portfolio management, and the data and workflows that support them.
• Exceptional communication and storytelling. A demonstrated ability to turn complex problems into clear, compelling narratives; adapt seamlessly between technical and business audiences; listen actively; and influence decisions across organizational levels.
• Technical fluency and product judgment. Hands-on experience navigating complex software systems, APIs, data flows, and legacy dependencies. The ability to work deeply with engineering on technical solutions while connecting those decisions to intuitive user experiences and business objectives.

Should Have

• Progressive product ownership. 5+ years of product management experience, with increasing scope and responsibility, including ownership of complex products or major product areas from strategy through delivery.
• Experience navigating organizational complexity. A track record of driving initiatives across multiple teams with competing priorities, distributed ownership, and interconnected systems - particularly in large organizations with established technology platforms.
• Strong operational discipline. Experience maintaining actionable roadmaps, proactively communicating priorities and progress, anticipating dependencies, and keeping complex, cross-functional initiatives organized and moving forward.

Nice to Have

• Mentorship and product leadership. Experience mentoring other product managers, strengthening product practices, or improving how product teams operate.
• Product design and UX fluency. Strong product design instincts, with experience translating complex workflows and data into intuitive, user-friendly experiences.
• Modern, efficient ways of working. Demonstrated ability to adopt emerging tools and technologies, including AI, to accelerate research, analysis, product design, and execution without compromising quality or judgment.

Why AssetMark?

Financial advisors operate in a complex world, balancing investment decisions, client relationships, operational demands, and growing their businesses. Building technology that makes their work simpler, more effective, and more scalable is a meaningful challenge.

At AssetMark, you'll have the opportunity to own products that matter, tackle complex problems alongside talented colleagues, and see the impact of your work across thousands of financial advisors and the clients they serve.

We're looking for people who want to do more than ship features. We want people who care about building something that works—and are willing to put in the effort to make it great.

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 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.

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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, for our people and for our investors. At AssetMark your ideas matter; they’re heard, 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, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and 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 do what’s right, 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.