Advocate for advisor and firm workflows in product and roadmap discussions.
Maintain strong relationships with stakeholders to understand evolving investment management needs.
Ensure platform architecture supports scalable capabilities across multiple channels and use cases.
Product Strategy and Roadmap
Define, maintain, and communicate the platform product roadmap.
Align platform enhancements with investment strategy, advisor productivity goals, client experience priorities, and compliance or regulatory changes.
Identify opportunities to improve portfolio construction, model management, trading, reporting, and related platform capabilities.
Develop clear business requirements, user stories, and feature priorities.
Platform Feature Development
Collaborate with Product and Engineering teams to design and deliver capabilities that support:
Portfolio construction
Model portfolio management
Rebalancing and trading workflows
Performance analytics
Risk and compliance monitoring
Client reporting
Customization and channel-specific requirements
Guide features from discovery and requirements definition through delivery, launch, and continuous improvement.
Channel Workflow Optimization
Evaluate current platform workflows and define future-state requirements.
Identify opportunities to improve functionality, automation, scalability, and ease of use.
Drive enhancements that increase advisor efficiency and support the growth of the platform and its programs.
Cross-Functional Coordination
Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders to deliver effective platform capabilities.
Ensure solutions meet business, regulatory, investment policy, usability, scalability, and support requirements.
Coordinate decision-making across teams and maintain alignment throughout the product development lifecycle.
Platform Adoption and Channel Enablement
Support the rollout and adoption of new platform capabilities.
Partner with advisor enablement, training, and support teams to ensure advisors understand and effectively use available tools.
Develop user documentation, training materials, best practices, and other enablement resources.
Promote education and adoption across the Advisor Managed Channel.
Platform Performance and Continuous Improvement
Contribute to broader wealth platform transformation initiatives, including improvements to portfolio management tools, trading infrastructure, and advisor desktop capabilities.
Track platform usage, advisor productivity, workflow efficiency, and channel feedback.
Use data, user feedback, and performance insights to refine capabilities and prioritize future enhancements.
Lead or support performance improvement initiatives tied to measurable business outcomes.
Risk, Compliance, and Operational Alignment
Represent the Advisor Managed Channel in governance meetings and platform investment decisions.
Ensure platform capabilities align with AMK requirements and advisor firm policies.
Partner with Compliance, Operations, and other stakeholders on oversight tools, trade supervision, client suitability controls, and related requirements.
Help ensure new and enhanced capabilities meet applicable regulatory and operational standards.
Key Deliverables
A clear and prioritized platform product roadmap
Documented business requirements and user stories
Channel workflow assessments and improvement recommendations
Feature adoption, training, and enablement plans
Platform performance metrics and continuous improvement initiatives
Successful delivery of platform enhancements aligned with firm and advisor needs
Required Qualifications
5+ years experience in product management, trading operations, preferably within wealth management, investment management, financial technology, or a related field.
Experience with trading systems such as VestMark, or InvestCloud.
Strong understanding of advisor workflows, portfolio management, trading, model portfolios, reporting, and investment operations.
Ability to translate complex business needs into clear product requirements and actionable priorities.
Demonstrated experience working cross-functionally with Product, Engineering, Operations, Compliance, Legal, and Technology teams.
Strong analytical, communication, stakeholder management, and decision-making skills.
Ability to manage multiple priorities and drive initiatives from strategy through implementation.
Commitment to building scalable, intuitive, and compliant solutions that deliver meaningful value for advisors and their clients.
Compensation: The Base Salary range for this position is between $120,000-$135,000.
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.
