Director, Wealth & Planning Solutions

AssetMark; Concord, Northern (NC, KY); Hybrid; USD 200,000 - 220,000; Full time

Benefits offered by this job

Hybrid work schedule

401K match

Medical, Dental, Vision

Job summary

AssetMark is seeking a Director of Wealth & Planning Solutions to define and execute a strategic roadmap for wealth and planning services used by thousands of financial advisor clients. You will lead a team responsible for three legacy products and grow the suite with new wealth solutions, collaborating across corporate functions to extend value beyond asset management.

The role requires 10+ years of experience, a business degree, and strong financial modeling, with the ability to present to

Qualifications

• Extensive experience in product strategy and development of wealth management solutions.
• Excellent analytical and financial modeling skills.
• Proven ability to lead cross-functional teams and manage complex projects.

Responsibilities

• Define and drive the vision for AssetMark's wealth and planning solutions.
• Manage and communicate product vision, strategy, OKRs, and reporting.
• Develop executive presentations and lead strategic discussions with leadership.
• Collaborate with Distribution, Marketing, Technology, Legal, and Finance to enhance offers.
• Create pipeline plans to research, analyze, and drive decisions.
• Support sales by positioning solutions to target client segments.
• Lead and develop junior staff.

Skills

Wealth product strategy

Executive communication

Financial modeling

Cross-functional leadership

Strategic roadmapping

Stakeholder management

Education

Bachelor's degree in business or related field

Job description

Job Description: Director, Wealth & Planning Solutions

The Director, Wealth & Planning Solutions will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions Product and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000 financial advisor clients partnering with AssetMark. If you've been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career. The Director will partner closely with the SVP of Wealth Solutions & Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors needs. The Director will take over three existing products, AssetMark's Securities Backed Line of Credit (SBLOC), AssetMark Charitable, and Self Directed Brokerage Accounts with a mandate to grow these offers and develop new wealth solutions. In this role you'll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors' value proposition beyond solely delivering asset management services. A well-qualified candidate will be able to lead a team, think flexibly and strategically, and partner effectively across the organization to execute on the strategic roadmap. You excel in a fast-paced, challenging, collaborative and hands-on environment where everyone is in it together. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA office.

Key responsibilities

• Partner closely with the SVP of Wealth Solutions & Advanced Planning and VP of Wealth Solutions Product to define and drive the vision for AssetMark's wealth and planning solutions.
• Effectively manages and communicates product vision, strategy, OKR/KPIs and reporting.
• Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams.
• Partners closely with cross-functional teams to execute on strategic plans, leading to a modern digital experience and well-versed sales and service teams.
• Craft & execute on clear pipeline plans to research/analyze issues, explore new ideas and solutions, and work towards decisions.
• Support sales by championing the solution set through various distribution channels and address product competitiveness and positioning with target client segments.
• Lead and support the professional development of junior staff.

Education / Experience

Bachelor’s degree in business or other related fields. 10+ years of relevant experience.

Knowledge / Skill Requirements

• 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.
• Private banking experience is a plus.
• 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.

Additional Requirements

• Limited travel approximately 10-15% depending on the business need.

Compensation

The Base Salary range for this position is between $200,000-$220,000. 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.

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

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. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.