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Senior Product Manager, Wealth Management Solutions

Concord, CA, US;Encino, CA, US
Commensurate with Experience
Closing date
Aug 1, 2024

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification
Job Description:

The Job/What You'll Do:

We are looking for an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help launch and lead new financial services and solutions for our clients. In this role, the Senior Manager will partner with cross functional teams and work with management to define the vision, scope and roadmap for the Wealth Management Services team.

This role will collaborate across investment, distribution and operations teams to develop new wealth management offerings and capabilities for financial advisors and their clients. The role will drive development through the research, design, and final implementation, including positioning, distribution strategy and campaign management.

Preferred office location for this position is Concord, CA, but we will consider our Chicago, IL, Encino, CA or Phoenix, AZ offices. This is a hybrid role, with three days in office and two days remote per week.

  • Work with leaders on strategic direction and design of AssetMark's wealth management programs and services
  • Lead the development and deployment of new wealth management programs and services, products, and features:
    • Ownership of the complete product life-cycle with a keen focus on the overall client experience.
    • Partner with cross-functional teams (Sales, Operations, Marketing, Technology, Legal & Compliance) to support new service by developing detailed requirements, analyzing results and synthesizing learnings

  • Serve as the subject matter expert for our wealth management capabilities, leveraging knowledge of AssetMark's investment products, services and best practices
  • Provide day-to-day oversight, management, reporting and troubleshooting of assigned wealth management programs and services
  • Analyze and monitor the industry, other TAMPs, and advisor platform trends to better align AssetMark's wealth management programs and services with those of our Broker Dealer partners and financial advisors
  • Manage relationships and negotiate pricing with 3rd party firms
  • Support sales, marketing and product education efforts

Knowledge, Skills, and Abilities:
  • Possess understanding of portfolio construction, securities trading, and financial planning best practices
  • Proven ability to think creatively and strategically as it relates to investment products and services in order to assess and meet client needs and profitability goals
  • Excellent written and interpersonal communication skills with the ability to comprehend and communicate complex issues to internal departments and external stakeholders.
  • Strong presentation skills - both building presentations and delivering them
  • A Self-Starter/Team Player Attitude: You are excited by a fast-paced environment and the accountability that comes with owning important products and projects.
  • Comfortable with ambiguity in an evolving role in a growing organization. Ability to multi-task, change direction and prioritize is a must
  • Familiarity with wealth management segments, advisor personas, and trends

Education & Experience:
  • 8+ years of experience in product development or management within the Financial Services or FinTech industries; knowledge of advisory industry, financial products and wealth management services
  • A bachelor's degree is required; MBA, CFA charter or CPA is a plus

Compensation: The Base Salary range for this position is between $130,000-$150,000.

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:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/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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