Director, Wealth & Planning Solutions
The Job/What You'll Do
The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients partnering with AssetMark. If you’ve been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career.
The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors’ needs. The Director will take over two existing products, AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions. In this role you’ll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors’ value proposition beyond solely delivering asset management services.
A well-qualified candidate will be able to lead a team, think flexibly and strategically, and partner effectively across the organization to execute on the strategic roadmap. You excel in a fast-paced, challenging, collaborative and “hands-on” environment where everyone is in-it-together.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA, Chicago, IL, or Charlotte, NC.
Key responsibilities of the position include:
Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for AssetMark’s wealth and planning solutions.
Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting
Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams.
Take ownership of existing offerings, including AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable—with a mandate to grow and expand these solutions.
Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs.
Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management.
Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams.
Craft & execute clear pipeline plans to research/analyze issues, explore new ideas and solutions, and drive decision making.
Support sales efforts by championing the solution set across distribution channels and addressing product competitiveness and positioning within target client segments.
Lead and support the development of junior staff, fostering collaboration and a high-performance culture.
Knowledge / Skill Requirements
Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account. Private banking experience is a plus.
Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts.
Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight.
Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required.
Excellent analytical and financial modeling skills; able to combine quantitative and qualitative approaches to develop strategic recommendations.
Demonstrated ability to manage and deliver complex projects on time and within budget.
Self-motivated and results-oriented, with a strong bias for action and ability to lead workstreams from start to finish with limited oversight.
Ability to evaluate risks and the impact of decisions on an overall organization
Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences
Thrives in a fast-paced, dynamic environment with a strong team orientation and collaborative mindset, and a quickly changing atmosphere.
Positive, solutions-focused attitude, team oriented, and can-do attitude.
Additional Requirements
Limited travel approximately 10-15% depending on the business needs.
Education / Experience
Bachelor’s degree in business or other related fields.
10+ years of relevant experience.
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.
Compensation: The Base Salary range for this position is as follows:
For Concord, CA: Salary range is $195,000-$222,000
For Charlotte, NC: Salary range is $165,000-$188,000
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.
Top Skills
What We Do
AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’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. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.
