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 visionary and strategic Vice President of Product Management to oversee and manage the full suite of Salesforce products across the enterprise, including Financial Services Cloud, Marketing Cloud, Personalization, Agentforce, Data Cloud sand future Salesforce innovations. This role will be instrumental in shaping the Salesforce product strategy, driving platform adoption, and delivering transformative experiences for financial advisors, and internal sales, marketing and service stakeholders. This is a unique opportunity to redesign sales, service and marketing experience across the latest versions of Salesforce Platform capabilities, as part of a 2026 enterprise transformation program.
This executive will lead a team of five Product Managers working in close partnership with dedicated engineering and Salesforce admin roles. The role will also collaborate cross-functionally with Marketing, Sales, Operations, Service and Product & Engineering to ensure Salesforce capabilities are aligned with AssetMark’s growth objectives and customer-centric mission.
This role will report to the Co-Head of Product within the Product, Engineering and Data team.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office locations in Concord, CA or Charlotte, NC. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Key Responsibilities
Strategic Leadership
· Define and own the multi-year vision and roadmap for Salesforce platform, ensuring alignment with AssetMark’s business strategy and advisor experience goals.
· Champion the integration and optimization of Salesforce products to deliver seamless, data-driven, and personalized experiences across the advisor lifecycle.
Platform Ownership
· Oversee the end-to-end lifecycle for Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and related products.
· Drive platform governance, release management, and roadmap prioritization across business units.
Team Management
· Lead, mentor, and grow a team of 5 Product Managers, fostering a high-performance, customer-obsessed culture.
· Establish clear goals, KPIs, and development plans to elevate team capabilities and impact.
Cross-Functional Collaboration
· Partner with Engineering to deliver scalable, intuitive, and secure Salesforce solutions.
· Work closely with Sales, Marketing, Service and Operations to ensure persona-centric design, successful go-to-market execution and platform adoption.
User & Market Insights
· Leverage stakeholder feedback, analytics, and market research to identify opportunities for innovation and differentiation.
· Stay ahead of Salesforce ecosystem trends, including AI, automation, and data cloud capabilities.
Data & Experience Optimization
· Ensure Salesforce platforms deliver 360-degree customer views, modern lead management and onboarding, omni-channel service experiences, personalized journeys, and actionable insights.
· Drive initiatives that enhance data quality, enrichment, and master data management across Salesforce tools.
Stakeholder Management
· Support Product Managers in presenting product strategy, performance metrics, and roadmap updates to senior leadership and stakeholders.
· Serve as a thought leader and internal evangelist for Salesforce innovation and advisor enablement.
Qualifications
· 10+ years of product management experience, with 5+ years in Salesforce platform leadership (with experience in Financial Services Cloud, Marketing Cloud, etc.).
· Bachelor’s degree in business, Computer Science, or related field; advanced degree preferred or equivalent experience
· Experience in implementing Financial Services Cloud or designing experiences as a hands-on Solution Engineer.
· Proven success in leading enterprise-scale CRM transformations and delivering measurable business outcomes.
· Strong technical acumen—comfortable discussing APIs, cloud architecture, and platform integrations.
· Experience managing and scaling high-performing product teams.
· Deep understanding of wealth management, fintech, or financial services.
· Exceptional communication, stakeholder management, and strategic thinking skills.
Why Join AssetMark?
· Lead the transformation of Salesforce into a strategic growth engine for AssetMark.
· Work in a dynamic, private equity-backed environment with ambitious expansion goals.
· Join a mission-driven organization focused on empowering financial advisors and their clients.
· Be part of a collaborative, innovative Product & Engineering team that values execution, impact, and customer success.
Compensation: The Base Salary range for this position is between $230,000-$250,000. 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.
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.
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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.
