Director, Product Management

AssetMark; Charlotte (NC); On-site; USD 165,000 - 200,000; Full time

Benefits offered by this job

401K 6% match

Medical, Dental, Vision

Hybrid work schedule

Volunteer time off

Job summary

AssetMark is seeking a Senior Product Manager to own and execute the vision for entitlements, securities, analytics and models platform services. You will partner with Product Engineering to define data requirements and scalable cloud architectures, grounded in market insights and customer feedback.

You will lead a multi-year roadmap, drive GTM execution with sales/marketing/ops, and mentor a team of product managers to deliver data-driven improvements.

Qualifications

• 8+ years of product management experience.
• Strong understanding of wealth management, asset management, or fintech.
• Experience collaborating with application teams to create data services.

Responsibilities

• Own vision, strategy, and roadmap for entitlements, securities, analytics, and models platform services.
• Collaborate with Product Engineering to define data platform requirements and scalable architectures.
• Conduct market research and gather customer feedback to identify opportunities for innovation.
• Build and maintain a multi-year product roadmap, prioritizing based on impact, needs, and feasibility.
• Design canonical data models, APIs, and Snowflake data pipelines.
• Lead cross-functional teams for go-to-market execution and adoption.
• Use analytics and stakeholder feedback to refine data products and optimize performance.
• Present plans and performance metrics to senior leadership.
• Mentor and develop product managers to build a high-performing team.

Skills

Product strategy

Data modeling

APIs

Cloud architectures

Stakeholder management

Mentoring

Education

8+ years PM experience

Tools

Snowflake

Job description

Key Responsibilities

• Product Strategy & Execution: Own the vision, strategy, and roadmap for the entitlements, securities, analytics and models platform services.
• Technical Collaboration: Work closely with Product Engineering to define data platform 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.
• Data Pipeline and API Design: Conduct analysis of legacy and future use cases to design and implement canonical data models, APIs and Snowflake data pipelines.
• Cross-Functional Leadership: Collaborate with Sales, Marketing, Operations, and Application teams to ensure successful go-to-market execution and adoption.
• Data-Driven Decision Making: Utilize analytics, user research, and partner feedback to refine data 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.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Knowledge, Skills, Abilities: Proven ability to define and execute canonical data model design and APIs. 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. Strong understanding of wealth management, asset management, or fintech. Experience working closely with application teams to create world-class data services. Experience leading and mentoring product managers to build a high-performing team.

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.

Compensation

The Base Salary range for this position is between $165,000-$200,000. 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. #LI-hybrid #LI-TN1

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 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 is a fast-growing financial technology company changing the game for advisors and their clients. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.