Director, Wealth & Planning Solutions

Jobtailor; California (MO); On-site; USD 180,000 - 280,000; Full time

Job summary

AssetMark is seeking a senior product leader to define and drive the vision for its wealth and planning solutions. You will manage product strategy, OKRs, and reporting, and prepare executive presentations to align leadership on critical decisions.

You will partner with distribution, marketing, technology, legal, and finance to deliver a modern digital experience and robust sales/service capabilities, while guiding junior staff and managing major projects across the business.

Qualifications

• Bachelor’s degree in business or related fields.
• 10+ years of relevant experience.
• Extensive experience in product strategy and development for wealth management solutions.
• Understanding of Broker-Dealer and RIA (helpful, not required).
• Excellent analytical and financial modeling skills with quantitative and qualitative approaches.
• Proven ability to manage and deliver complex projects on time and within budget.
• Self-motivated with bias toward action and end-to-end ownership.
• Ability to evaluate risks and communicate with executive audiences.
• Strong verbal and written communication; collaborates across teams.
• Willingness to travel ~10–15% as needed.

Responsibilities

• Define and drive the vision for AssetMark’s wealth and planning solutions with senior leaders.
• Manage and communicate product strategy, OKRs/KPIs and reporting.
• Develop executive presentations and lead discussions for decision alignment.
• Partner with cross-functional teams to deliver a modern digital experience and effective sales/service.
• Craft and execute pipeline plans to study issues, explore ideas, and support decisions.
• Champion the solution set through distribution channels and address competitiveness and positioning.
• Lead and support the professional development of junior staff.
• Collaborate with Distribution, Marketing, Technology, Legal, Finance, and others.

Skills

Product Strategy

Wealth Management

Analytical Skills

Financial Modeling

Project Management

Cross-Functional Collaboration

Education

Bachelor's degree

Job description

• Define and drive the vision for AssetMark’s wealth and planning solutions with senior Wealth Solutions leaders.
• Manage and communicate product vision, strategy, OKR/KPIs and reporting.
• Develop executive presentations and lead discussions supporting decision alignment and leadership awareness.
• Partner with cross-functional teams to execute strategic plans and deliver a modern digital experience and effective sales and service teams.
• Craft and execute pipeline plans to research and analyze issues, explore ideas and solutions, and support decisions.
• Champion the solution set through distribution channels and address product competitiveness and positioning with target client segments.
• Lead and support the professional development of junior staff.
• Manage AssetMark’s Securities Backed Line of Credit, AssetMark Charitable, and Self Directed Brokerage Accounts, growing existing offers and developing new wealth solutions.
• Collaborate with Distribution, Marketing, Technology, Legal, Finance, and other functional departments.

Requirements

• Bachelor’s degree in business or other related fields.
• 10+ years of relevant experience.
• Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account.
• Understanding of Broker-Dealer and RIA, including how TAMPs function within our industry is helpful, not required.
• Excellent analytical and financial modeling skills with ability to leverage quantitative and qualitative approaches to develop actionable recommendations.
• Demonstrated ability to manage and deliver complex projects on time and within budget.
• Self-motivated, biased toward action, capable of defining objectives and delivering workstreams start to finish with limited oversight.
• Ability to evaluate risks and the impact of decisions on an overall organization.
• Outstanding verbal and written communication skills; comfortable with all levels of management and able to communicate and present effectively to executive audiences.
• Personality that thrives in a fast moving, quickly changing atmosphere.
• Partners well with colleagues and outside business partners to get work done.
• A positive, team oriented, can-do attitude.
• Limited travel approximately 10-15% depending on the business need.
• Candidates must be legally authorized to work in the US; visa sponsorship is not available.

Core Competencies

Demonstrates expertise in product strategy and development for wealth management solutions, with strong analytical and financial modeling skills. Proven ability to manage complex projects, communicate effectively with executive audiences, and collaborate across functional teams to drive strategic initiatives.

Highest-signal resume keywords

• Product Strategy Development
• Wealth Management Solutions
• Analytical Skills
• Project Management
• Cross-Functional Collaboration

Hard Skills

• Financial Modeling
• Quantitative Analysis
• Project Management
• Wealth Solutions Development
• Risk Evaluation

Soft Skills

• Verbal Communication
• Written Communication
• Team Collaboration
• Self-Motivation
• Adaptability

Industry Keywords

• Broker-Dealer
• RIA
• TAMPs
• Securities Backed Line of Credit
• Self Directed Brokerage Accounts