Director, GTM, Technology Products

AssetMark; Concord (CA); Hybrid; USD 155,000 - 228,000; Full time

Benefits offered by this job

Hybrid work schedule

401K matching

Medical/Dental/Vision

Volunteer Time Off

Career development

Job summary

AssetMark seeks a seasoned go-to-market leader to translate complex technology into clear value for advisors, clients, and AssetMark teams. You will connect Product, Engineering, Marketing, Sales, Operations, and Service to plan launches, demonstrate product value, and equip teams with compelling materials.

Based in a hybrid role near Concord, CA or Charlotte, NC, you will own messaging, plan adoption, and enablement across the organization.

Qualifications

• 8+ years of experience in product marketing, technology marketing, or a related role.
• Experience launching software products or platform capabilities.
• Experience creating product positioning, sales materials, presentations, and demos.

Responsibilities

• Define technology product positioning and messaging for AssetMark’s platform and advisor experiences.
• Coordinate launch plans across Product, Engineering, Marketing, Sales, Service, and Operations.
• Prepare demos, product guides, and talking points for sales and client-facing teams.
• Gather customer and advisor feedback and share actionable findings with Product and Engineering.
• Apply strong visuals and clear workflows to demonstrate product value in advisor workflows.

Skills

Product marketing

Positioning & messaging

Go-to-market strategy

Cross-functional leadership

Storytelling & writing

Presentations & demos

Design sense / visual judgment

Industry knowledge: fintech

Planning multi-launches

Stakeholder management

Education

Bachelor’s degree in marketing, business, communications, or related field

Job description

Job Description:AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses.The OpportunityAssetMark is expanding its technology platform and advisor experiences. We need a go-to-market leader who can turn complex technology into clear value for advisors, their clients, and AssetMark teams.You will connect Product and Engineering with Marketing, Sales, Operations, and Service. You will help teams plan launches, explain product value, prepare demos, and equip employees who support and sell our services. You will bring strong marketing judgment, a keen eye for design, and a working knowledge of fintech and asset management.This role reports to the SVP of Product and partners closely with the leaders of Marketing, Sales, Operations, Service, Product, Design, and Engineering.We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC office.Key Responsibilities:Technology product positioning and messagingDefine value propositions and messages for AssetMark’s technology products, platform capabilities, and advisor experiencesTurn complex product and technical concepts into clear, useful language for advisors and internal teamsTailor messages to advisor needs, client needs, and the audiences involved in evaluating, adopting, and using our technologyDevelop technology product messaging which is distinct from investment product and investment strategy marketingLaunch planning and executionCoordinate launch plans across Product, Engineering, Marketing, Sales, Service, and OperationsSet launch goals, audiences, messages, materials, owners, and timing with partner teamsTrack launch readiness, raise gaps early, and help teams resolve issues that could affect launchPlan for adoption after launch, including follow-up communication, education, and feedbackSales and internal enablementPartner with Sales and client-facing teams to prepare demos, presentations, product guides, and talking pointsHelp teams explain how technology fits into advisor workflows and AssetMark’s broader platformBuild and maintain product materials that teams can use in conversations with advisorsGather questions and feedback from Sales, Operations, and advisors, then share useful findings with Product and EngineeringProduct experience and creative qualityReview product demonstrations, launch materials, and other customer-facing content for clarity, consistency, and qualityPartner with Product Design and Marketing to make sure materials reflect the product experience and AssetMark’s brandApply strong visual judgment to presentations, demos, and digital contentHelp teams show product value through clear workflows, use cases, and examplesMarket and customer insightBuild knowledge of advisor needs, fintech trends, wealth management platforms, and the asset management industryGather input from advisors and internal teams to improve positioning and launch plansMonitor competitor activity and market changes that may affect how AssetMark’s technology is understoodUse adoption and engagement data to improve messaging and future launchesKnowledge, Skills, and AbilitiesStrong product marketing, positioning, and go-to-market skillsAbility to explain technology in clear language for business and advisor audiencesStrong writing, presentation, and demo skillsGood visual judgment and attention to design qualityAbility to lead work across teams without direct authorityStrong planning skills and ability to manage several launch activities at oncePractical understanding of financial services, fintech, wealth management, or asset managementEducation and ExperienceBachelor’s degree in marketing, business, communications, or a related field; equivalent experience may be considered8 or more years of experience in product marketing, technology marketing, or a related roleExperience launching software products or platform capabilitiesExperience creating product positioning, sales materials, presentations, and demosExperience in financial services, fintech, wealth management, or asset management preferredExperience coordinating cross-functional teams preferredHow We’ll Measure SuccessLaunch plans are clear, coordinated, and delivered against agreed datesSales and service teams can explain and demonstrate the technologyAdvisors understand the product’s value and how it supports their workProduct launch materials are accurate, clear, and visually strongProduct feedback reaches Product and Engineering and informs future improvementsAdoption and engagement improve for the technology products this role supportsCompensation: The Base Salary range for this position is between $155,000-$194,000 in Charlotte, NC and $182,000-$228,000 for Concord, CA.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.#LI-hybrid#LI-TN1Who 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 MissionOur 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 ValuesHeart. 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 & BenefitsOur 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 Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.