Product Manager, Advisor & Client Experience

AssetMark is seeking a Product Manager to join our growing Product & Engineering group and own a critical domain within the Advisor & Client Experience team. You’ll lead high-impact initiatives that improve advisor productivity, unlock revenue opportunities, and strengthen our position as a tech-forward partner to independent advisors.

This role sits at the intersection of product strategy, UX design, and the evolution of our front-end platform. You’ll own a product domain end-to-end and leverage your software development experience to ship iterative improvements while driving towards a long-term platform vision.  

You'll own multiple feature groups, working at the intersection of wealth management, UX, and software design to build products that meaningfully improve outcomes for advisors and their clients.

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.

• Develop and maintain a clear, strategically aligned agenda for your product domain

• Create and manage a well-defined backlog for engineering teams that drives execution

• Help translate business strategy into measurable product outcomes and maintain a high-quality, multi-quarter roadmap

• Write actionable user stories that result in meaningful product improvements

• Write RFCs for feature enhancements and new features

• Independently sketch first drafts of user experience designs with a strong bias toward intuitive, high-quality UX

• Partner closely with design and front-end engineering to bring experiences to life with high fidelity

• Specify platform components required to power new features, identifying where existing vs. new platform capabilities are needed

• Decompose RFCs into actionable user stories, including work that may span multiple teams

• Track team capacity and proactively manage priorities 1–2 sprints in advance

• Run at least two feature-sized projects in parallel

• Provide engineers with business context and serve as first line of defense against distractions

• Use data and analytics tools to inform product decisions

• Design and execute comprehensive test plans for feature enhancements

• Build credibility with internal stakeholders by helping them solve for their full outcomes and manage expectations through regular updates and timeline alignment

• Demo all features in your area internally and, with advance notice, externally

• Develop working knowledge of players and developments in the wealth management space relevant to your product area

• Lead feature planning and prioritization meetings

• Articulate product requirements and decisions clearly to cross-functional teams

• Resolve minor team conflicts and maintain positive momentum

• Demonstrate cross-functional leadership, often persuading without formal authority

• Mentor junior PMs, provide feedback, and build team morale

• Strong analytical thinking and ability to translate business requirements into actionable development work

• Solid understanding of software development principles, APIs, and system integrations

• Proven ability to work effectively with engineering, design, and QA teams

• Experience partnering closely with UX and front-end engineering teams to deliver high-quality user experiences

• Experience with agile development methodologies and sprint planning

• Strong communication skills with ability to adapt messaging for different audiences

• Data-driven approach to decision-making using analytics and customer feedback

• Understanding of wealth management, asset management, or fintech domains

• Ability to manage multiple projects simultaneously while maintaining quality

• Bachelor's degree in Business, Finance, Economics, Computer Science, or related field

• 3–6 years of product management experience, preferably in fintech or financial services

• Experience writing technical requirements and working closely with engineering teams

• Track record of successfully shipping software products or features

• Experience with user research and data analysis to inform product decisions

Compensation: The Base Salary range for this position is between $97,000-$122,000.

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.