Director, Wealth & Planning Solutions - assetmark

OpenTalent; Charlotte (NC); Hybrid; USD 150,000 - 190,000; Full time

Job summary

AssetMark, Inc. seeks a Director of Wealth & Planning Solutions to lead the roadmap for wealth and planning offerings and partner with senior leaders to align strategy with advisor needs.

You will oversee three products (SBLOC, Charitable, and Self Directed Brokerage Accounts) and collaborate across Distribution, Marketing, Technology, Legal, Finance to grow the wealth solutions portfolio in a fast-paced, collaborative environment.

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

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 of the position include:

• 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