Channel Manager

AssetMark; Charlotte (NC); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Hybrid work schedule

401K – 6% Employer Match

Medical, Dental, Vision

Job summary

AssetMark is seeking a Channel Product Manager to lead the Advisor Managed platform strategy for AMP and AAS, ensuring advisor and firm requirements shape the roadmap. You will partner with leadership, investment teams, operations, compliance, legal, technology, and product to deliver scalable capabilities across broker-dealer, Hybrid RIA, Independent RIA, and Bank channels.

You will advocate for advisor workflows, translate needs into actionable requirements, and drive platform

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.
• Advocate for advisor and firm workflows in product and roadmap discussions.
• Maintain strong relationships with stakeholders to understand evolving investment management needs.
• Ensure platform architecture supports scalable capabilities across multiple channels and use cases.
• 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.
• Identify opportunities to improve portfolio construction, model management, trading, reporting, and related platform capabilities.
• Develop clear business requirements, user stories, and feature priorities.
• 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, client reporting, customization and channel-specific requirements.
• Guide features from discovery and requirements definition through delivery, launch, and continuous improvement.
• Evaluate current platform workflows and define future-state requirements.
• Identify opportunities to improve functionality, automation, scalability, and ease of use.
• Drive enhancements that increase advisor efficiency and support growth of the platform and programs.
• Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders to deliver effective platform capabilities.
• Ensure solutions meet business, regulatory, investment policy, usability, scalability, and support requirements.
• Coordinate decision-making across teams and maintain alignment throughout the product development lifecycle.
• Support the rollout and adoption of new platform capabilities.
• Partner with advisor enablement, training, and support teams to ensure advisors understand and effectively use available tools.
• Develop user documentation, training materials, best practices, and other enablement resources.
• Promote education and adoption across the Advisor Managed Channel.
• Contribute to broader wealth platform transformation initiatives, including improvements to portfolio management tools, trading infrastructure, and advisor desktop capabilities.
• Track platform usage, advisor productivity, workflow efficiency, and channel feedback.
• Use data, user feedback, and performance insights to refine capabilities and prioritize future enhancements.
• Lead or support performance improvement initiatives tied to measurable business outcomes.
• Represent the Advisor Managed Channel in governance meetings and platform investment decisions.
• Ensure platform capabilities align with AMK requirements and advisor firm policies.
• Partner with Compliance, Operations, and other stakeholders on oversight tools, trade supervision, client suitability controls, and related requirements.
• Help ensure new and enhanced capabilities meet applicable regulatory and operational standards.
• A clear and prioritized platform product roadmap
• Documented business requirements and user stories
• Channel workflow assessments and improvement recommendations
• Feature adoption, training, and enablement plans
• Platform performance metrics and continuous improvement initiatives
• Successful delivery of platform enhancements aligned with firm and advisor needs

Skills

Product management

Trading operations

Wealth tech

Cross-functional

Analytics

Tools

VestMark

InvestCloud

Job description

Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

The Job/What You’ll Do

We are seeking a Channel Product Manager to lead product strategy and platform enhancements for our Advisor Managed offering, including AMP and AAS. In this role, you will serve as the primary advocate for advisors and firms that actively manage client portfolios, ensuring their workflows, business needs, and regulatory requirements are reflected in the platform roadmap.

You will partner closely with advisors, field leadership, investment teams, Operations, Compliance, Legal, Technology, Wealth Solutions, Product, and Engineering to deliver scalable capabilities that improve advisor productivity, client experiences, operational efficiency, and platform adoption across multiple channels, including broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC offices.

Responsibilities

Channel Representation and Advocacy

• 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.
• Advocate for advisor and firm workflows in product and roadmap discussions.
• Maintain strong relationships with stakeholders to understand evolving investment management needs.
• Ensure platform architecture supports scalable capabilities across multiple channels and use cases.

Product Strategy and Roadmap

• 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.
• Identify opportunities to improve portfolio construction, model management, trading, reporting, and related platform capabilities.
• Develop clear business requirements, user stories, and feature priorities.

Platform Feature Development

• 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
  • Client reporting
  • Customization and channel-specific requirements
• Guide features from discovery and requirements definition through delivery, launch, and continuous improvement.

Channel Workflow Optimization

• Evaluate current platform workflows and define future-state requirements.
• Identify opportunities to improve functionality, automation, scalability, and ease of use.
• Drive enhancements that increase advisor efficiency and support the growth of the platform and its programs.

Cross-Functional Coordination

• Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders to deliver effective platform capabilities.
• Ensure solutions meet business, regulatory, investment policy, usability, scalability, and support requirements.
• Coordinate decision-making across teams and maintain alignment throughout the product development lifecycle.

Platform Adoption and Channel Enablement

• Support the rollout and adoption of new platform capabilities.
• Partner with advisor enablement, training, and support teams to ensure advisors understand and effectively use available tools.
• Develop user documentation, training materials, best practices, and other enablement resources.
• Promote education and adoption across the Advisor Managed Channel.

Platform Performance and Continuous Improvement

• Contribute to broader wealth platform transformation initiatives, including improvements to portfolio management tools, trading infrastructure, and advisor desktop capabilities.
• Track platform usage, advisor productivity, workflow efficiency, and channel feedback.
• Use data, user feedback, and performance insights to refine capabilities and prioritize future enhancements.
• Lead or support performance improvement initiatives tied to measurable business outcomes.

Risk, Compliance, and Operational Alignment

• Represent the Advisor Managed Channel in governance meetings and platform investment decisions.
• Ensure platform capabilities align with AMK requirements and advisor firm policies.
• Partner with Compliance, Operations, and other stakeholders on oversight tools, trade supervision, client suitability controls, and related requirements.
• Help ensure new and enhanced capabilities meet applicable regulatory and operational standards.

Key Deliverables

• A clear and prioritized platform product roadmap
• Documented business requirements and user stories
• Channel workflow assessments and improvement recommendations
• Feature adoption, training, and enablement plans
• Platform performance metrics and continuous improvement initiatives
• Successful delivery of platform enhancements aligned with firm and advisor needs

Required 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.

Compensation: The Base Salary range for this position is between $120,000-$135,000.

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.

1

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

• 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.