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. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.
The OpportunityAssetMark is seeking a Vice President, Head of Platform Engineering, to lead the continuing development of our foundational technology platform. Reporting to the SVP, Head of Product Engineering, this senior leadership role will be responsible for building and leading a team of 50+ engineers focused on creating a robust, scalable, and secure horizontal platform of services and APIs that will underpin our entire product estate.
The ideal candidate is a seasoned engineering leader with a proven track record of designing and implementing enterprise-scale platform architectures. This role requires a strategic visionary who can establish platform engineering as a core discipline within our organization while developing canonical source-of-truth data systems that enable seamless integration across our wealth management solutions.
Working closely with our Head of Platform Product counterpart and our Head of Data Platform Engineering, you will drive the technical vision, architecture, and continued build-out of a centralized platform strategy that accelerates product development, ensures data integrity, and creates a foundation for future innovation and growth.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA office.
Key ResponsibilitiesPlatform Vision & Strategy: Define and execute the technical vision for AssetMark's enterprise platform architecture, including services, APIs, data models, and integration patterns
Team Leadership: Build, mentor, and lead a high-performing engineering organization of 40-50+ engineers focused on platform development and data management
Technology Modernization: Transform our technology infrastructure into a modern, API-first platform that enables rapid product development and seamless integration
Data Architecture: Establish and safeguard canonical source-of-truth data systems and governance policies on top of Snowflake across the enterprise in conjunction with our Data Engineering team
Enterprise Integration: Design and implement standardized patterns for service integration, data exchange, and cross-application workflows
Technical Standards: Develop comprehensive technical standards, best practices, and reference architectures for platform components
API Governance: Create and enforce API design principles, versioning strategies, and governance models that enable controlled evolution of the platform
Security & Compliance: Ensure platform architecture meets stringent security, compliance, and regulatory requirements for financial services
Technology Partnership: Collaborate closely with the Head of Platform Product and the Head of Data Platform Engineering to align technical capabilities with business objectives and product roadmaps
Cross-Team Enablement: Partner with product application engineering teams to facilitate adoption of platform services and APIs while providing guidance on implementation
Performance & Scalability: Design systems that meet stringent performance requirements and can scale to support business growth
Innovation Leadership: Stay abreast of emerging technologies and industry trends to identify opportunities for platform innovation
Cultural Transformation: Help further our journey to becoming a world class engineering team backed by industry best practices for engineering
Knowledge, Skills, Abilities:
Deep expertise in designing and implementing API-first, service-oriented architectures
Extensive experience with data modeling, master data management, and enterprise data governance
Strong background in cloud-native architectures, microservices, event-driven systems, and modern development practices
Track record of successfully transforming legacy systems into modern, scalable platform architectures
Expertise in establishing engineering excellence through standardization, automation, and best practices
Strong understanding of DevOps, CI/CD, and infrastructure-as-code principles
Proven experience building and leading large engineering teams (40+ engineers) in enterprise environments
Experience implementing technology platforms in regulated industries, preferably in financial services
Experience with Snowflake data platform is helpful
Leadership Capabilities
Strategic vision with ability to translate business needs into technology platforms
Exceptional people leadership skills with demonstrated success building and scaling high-performing engineering organizations
Strong executive presence and communication skills with ability to influence across all levels of the organization
Collaborative approach to working with product management and other technology leaders
Proven change management skills and ability to drive organizational transformation
Decisive problem-solving with pragmatic approach to balancing short-term needs with long-term architecture goals
Education & Experience:
15+ years of software engineering experience with at least 8+ years in platform engineering leadership roles
Bachelor's degree in Computer Science, Engineering, or related field; advanced degree preferred, or equivalent experience
Rare opportunity to define and build a foundational platform that will shape the future of wealth management technology
Executive leadership role with significant influence on technology strategy and organizational direction
Lead a substantial engineering organization in a growth-oriented, private equity-backed environment
Work at the intersection of fintech innovation and established wealth management industry expertise
Collaborate with forward-thinking technology leaders committed to digital transformation
Drive meaningful impact for financial advisors and ultimately the end clients they serve
Be part of a mission-driven organization focused on making a difference in financial services
If you are a visionary platform engineering leader who thrives on solving complex technical challenges at scale while building and mentoring exceptional teams, we invite you to apply and help shape the future of AssetMark's technology foundation.
Compensation: The Base Salary range for this position is between $220,000-$260,000.
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:
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.
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.



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