Advisor Channel Product Manager (Hybrid)

AssetMark; Concord (NH); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Hybrid Work Schedule

Competitive Benefits

Job summary

AssetMark is seeking a Channel Product Manager to lead product strategy and platform enhancements for the Advisor Managed offering (AMP and AAS). You will advocate for advisors and firms, shaping platform roadmaps and coordinating with field leadership, investment teams, and cross-functional partners to drive adoption across broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust channels.

The role supports a hybrid work schedule near Concord, CA or Charlotte, NC, and requires deep experience

Qualifications

• 5+ years experience in product management, trading operations, preferably within wealth management, investment management, financial technology, or a related field.
• Experience with trading systems such as VestMark, or InvestCloud.
• Strong understanding of advisor workflows, portfolio management, trading, model portfolios, reporting, and investment operations.
• Ability to translate complex business needs into clear product requirements and actionable priorities.
• Demonstrated experience working cross-functionally with Product, Engineering, Operations, Compliance, Legal, and Technology teams.
• Strong analytical, communication, stakeholder management, and decision-making skills.
• Ability to manage multiple priorities and drive initiatives from strategy through implementation.
• Commitment to building scalable, intuitive, and compliant solutions that deliver meaningful value for advisors and their clients.

Responsibilities

• Serve as the primary platform and product representative for the Advisor Managed offering. Gather, prioritize, and translate business needs from firms, advisors, and sales teams into clear platform requirements.
• Define, maintain, and communicate the platform product roadmap. Align platform enhancements with investment strategy, advisor productivity goals, client experience priorities, and compliance or regulatory changes.
• Collaborate with Product and Engineering teams to design and deliver capabilities that support portfolio construction, model portfolio management, rebalancing and trading workflows, performance analytics, risk and compliance monitoring, and client reporting.
• Evaluate current platform workflows and define future-state requirements. Drive enhancements that increase advisor efficiency and support platform growth.
• Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders to deliver effective platform capabilities.

Job description

AssetMark is seeking a Channel Product Manager to lead product strategy and platform enhancements for the Advisor Managed offering (AMP and AAS). You will advocate for advisors and firms, shaping platform roadmaps and coordinating with field leadership, investment teams, and cross-functional partners to drive adoption across broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust channels.

The role supports a hybrid work schedule near Concord, CA or Charlotte, NC, and requires deep experience