Director of Product

Job Description:

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 Job/What You'll Do:

As AssetMark continues to evolve and expand, we are seeking a Director, Product Management to drive the success of key products within our technology ecosystem. This leader will be responsible for managing one or more product lines, shaping their strategic direction, and ensuring they align with the company’s broader growth objectives. The Director will work closely with engineering, design, sales, marketing, and operations teams to translate business needs into market-leading product solutions.

The ideal candidate is a strategic thinker with deep technical acumen and a commercial mindset—someone who thrives on identifying market opportunities, defining compelling product strategies, and ensuring flawless execution. They must also be an advocate for user experience, ensuring our products are intuitive, seamless, and impactful for financial advisors and their clients.

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 or Charlotte, NC.

Responsibilities

• Product Strategy & Execution: Own the vision, strategy, and roadmap for one or more products within the AssetMark technology portfolio.
• Technical Collaboration: Work closely with Product Engineering to define product requirements, ensuring strong technical foundations and scalable architectures.
• Market & Customer Insights: Conduct market research and gather customer feedback to identify opportunities for innovation and improvement.
• Roadmap Development: Build and maintain a multi-year product roadmap, prioritizing initiatives based on business impact, user needs, and technical feasibility.
• User Experience & Design: Partner with UX/UI designers to create intuitive, engaging, and seamless product experiences.
• Cross-Functional Leadership: Collaborate with Sales, Marketing, Operations, and Client Success teams to ensure successful go-to-market execution and adoption.
• Data-Driven Decision Making: Utilize analytics, user research, and customer feedback to refine products and optimize performance.
• Stakeholder Communication: Present product plans, updates, and performance metrics to senior leadership and other key stakeholders.
• Team Leadership & Development: Manage and mentor product managers, fostering a high-performance, customer-focused product culture.
  
  
  

Knowledge, Skills & Abilities

• Strong understanding of wealth management, asset management, or fintech.
• Proven ability to define and execute growth-oriented product strategies.
• Strong technical acumen—comfortable discussing APIs, cloud architectures, and engineering trade-offs with developers.
• Excellent communication and stakeholder management skills, with the ability to translate technical concepts into clear business insights.
• A data-driven approach to decision-making, leveraging analytics and customer feedback to drive continuous product improvement.
  
  
  

Education & Experience:

• 8 years of product management experience.
• Experience leading and mentoring product managers to build a high-performing team.
• Experience working closely with UX/UI design teams to create world-class digital experiences.
  
  
  

Why Join AssetMark?

• Influence and drive the success of innovative products in the wealth management space.
• Work in a dynamic, growth-focused, private equity-backed environment with ambitious expansion goals.
• Join a mission-driven organization dedicated to empowering financial advisors and their clients.
• Be part of a highly collaborative, cross-functional team that values innovation, execution, and customer impact.
  
  
  

If you are a passionate product leader who thrives at the intersection of strategy, technology, and user experience, we invite you to apply and help shape the future of AssetMark’s platform.

Compensation: The Base Salary range for this position is between $150,000-$175,000.

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.

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.