Job Description:
The Job / What You'll Do
We are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients. In this role, the Senior Manager will partner across the organization to define product vision, drive innovation, and execute priorities for AssetMark's Wealth Management Services platform.
This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions. The ideal candidate is a strategic thinker and strong collaborator who can influence without authority, manage complex stakeholder relationships, and lead initiatives from concept through launch.
Preferred office location for this position is Concord, CA, though we will also consider candidates based in Chicago, IL; Encino, CA; or Phoenix, AZ. This is a hybrid role, with three days in-office and two days remote per week.
Responsibilities
Partner with leadership to shape the strategy and evolution of AssetMark's wealth management programs and services
Lead the development and launch of new wealth management products, services, and platform capabilities
Own the full product lifecycle with a strong focus on advisor and client experience
Define business requirements, success metrics, and implementation plans
Drive cross-functional execution across Sales, Operations, Marketing, Technology, Legal & Compliance, and Investment teams
Influence and align stakeholders across teams to drive execution in a matrixed environment
Serve as a subject matter expert on AssetMark's wealth management solutions, investment products, and industry best practices
Develop product positioning, go-to-market strategies, advisor communications, and education materials
Create executive-level presentations and product materials to support leadership updates, advisor engagement, and strategic initiatives
Provide ongoing oversight, reporting, issue resolution, and enhancement recommendations for assigned programs and services
Monitor industry, advisor platform, and competitive trends to identify opportunities for innovation and differentiation
Support sales enablement, product education, and advisor adoption efforts
Knowledge, Skills, and Abilities
Education & Experience
Compensation: The Base Salary range for this position is between $150,000-$175,000.
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.