AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.
The Opportunity
AssetMark is seeking a Senior Product Manager to drive the success of the custodial data and operations platform within our technology ecosystem. This senior role involves owning the data pipelines for accounts, documents, move money, custodial integration and Directives (aka change orders), defining product roadmaps and vision, and leading cross-functional teams to deliver major product initiatives. You'll work at a strategic level while maintaining hands-on execution excellence.
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.
Key Responsibilities
Product Strategy & Roadmap:
- Own entire custodial data and operations platform with full strategic accountability
- Define product roadmaps and vision for custodial data and operations, maintaining 12-month roadmaps
- Ensure engineering teams are productively deployed and aligned with strategic objectives
- Lead cross-functional teams to deliver complex product initiatives such as straight-through processing for account open and move money
- Contribute actively to strategy and roadmap development for other parts of the product estate
Product Design, Development, & Execution:
- Design significant and complex new features that may require new platform patterns
- Independently design user experiences and specify shovel-ready platform enhancements
- Decompose complex product ideas into actionable user stories and lead feature development across multiple teams
- Track and forecast team capacity, resolving conflicts a quarter or more in advance
- Run multiple complex projects in parallel while maintaining quality and timeline commitments
- Quickly ramp up and contribute to other parts of the product estate as needed
- Fiercely protect engineering time to focus on designing, developing, and shipping product
- Maintain strong knowledge of technology stack and architecture for your product area
- Leverage data and technical insights independently to drive strategic decisions
Stakeholder & Ecosystem Engagement:
- Serve as a trusted partner sought after by internal stakeholders
- Own one or more internal stakeholder relationships at senior levels
- Demo all features in your area internally and externally, adapting to audience and purpose
- Develop comprehensive knowledge of competitive landscape and industry developments
- Represent product capabilities and roadmap in high-stakes internal discussions
Leadership & Communication:
- Excel in cross-functional leadership, building consensus and driving alignment across departments
- Manage and develop multiple product managers, providing feedback and building team capabilities
- Assess product, design, engineering, and QA candidates of equivalent or lower seniority
- Communicate effectively with executive leadership, tailoring messages from technical details to high-level summaries
- Identify opportunities to improve SDLC processes and evangelize adoption across teams
Knowledge, Skills, Abilities
- Proven ability to define and execute comprehensive product strategies for complex money movement, custodial account and custodial integration platforms
- Strong technical acumen including understanding of software architecture, APIs, and engineering trade-offs
- Excellent stakeholder management and communication skills across all organizational levels
- Data-driven decision making with advanced analytics and customer insight capabilities
- Experience leading cross-functional teams and driving results without formal authority
- Deep understanding of wealth management, asset management, or fintech industries
- Ability to balance strategic thinking with hands-on execution excellence
Education & Experience
- Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
- 5-8 years of product management experience with demonstrated progression in scope and impact
- Strong background in wealth management, asset management, or fintech
- Experience owning complete products or major product areas end-to-end
- Track record of successfully leading cross-functional teams and complex product initiatives
- Experience mentoring and developing junior product management talent
Why Join AssetMark?
- Own complete products that drive significant business impact and advisor success
- Lead strategic initiatives in a dynamic, growth-focused environment
- Work with cutting-edge technology in the rapidly evolving wealth management space
- Mentor and develop the next generation of product management talent
- Shape the future of financial advisor technology and make a meaningful impact on the industry
- Join a mission-driven organization with ambitious growth goals and strong market position
AssetMark values diversity of thought and background and is committed to building an inclusive workplace. We encourage applications from candidates of all backgrounds, including those who are traditionally underrepresented in financial technology.
Compensation: The Base Salary range for this position is between $160,000-$180,000.
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.
Skills Required
- Bachelor's degree in Business, Finance, Economics, Computer Science, or a related field
- 5-8 years of product management experience with demonstrated progression in scope and impact
- Strong background in wealth management, asset management, or fintech
- Experience defining and executing product strategies for money movement, custodial accounts, and custodial integration platforms
- Strong technical acumen, including software architecture, APIs, and engineering trade-offs
- Experience owning complete products or major product areas end-to-end
- Track record leading cross-functional teams and complex product initiatives
- Experience mentoring and developing junior product management talent
- Strong stakeholder management and communication skills
- Experience with data-driven decision-making, advanced analytics, and customer insights
- Ability to work a hybrid schedule near the Charlotte, North Carolina office
- Legal authorization to work in the United States without visa sponsorship
AssetMark Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AssetMark and has not been reviewed or approved by AssetMark.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is paired with mental health resources, HSAs/FSAs, and a wellness program with fitness reimbursement and incentives. These offerings extend beyond core insurance to support preventive care and overall wellbeing.
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Retirement Support — A 401(k) with company matching and a range of investment options is complemented by performance and recognition bonuses. Together they strengthen long‑term financial security and total rewards.
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Leave & Time Off Breadth — Salaried roles include flexible “unlimited” time off and paid sick time, while all employees receive paid holidays and a paid volunteer day. Additional leaves cover civic duties, military service, and bonding with a new child.
AssetMark Insights
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.
