Director, Wealth & Planning Solutions Strategy

assetmark; Charlotte (NC); Hybrid; USD 200,000 - 220,000; Full time

Job summary

AssetMark, Inc. in Charlotte, NC / Concord, CA area seeks a Director to lead the wealth and planning solutions roadmap for 12,000 advisory clients. You will partner with senior leaders to shape vision, define strategy, and drive execution across product lines and services.

You will own and grow AssetMark's SBLOC, Charitable, and Self Directed Brokerage offerings, collaborating with Distribution, Marketing, Technology, Legal, Finance and other teams to extend value for advisors.

Qualifications

• Bachelor's degree in business or related field.
• 10+ years of relevant wealth solutions and planning experience.
• Experience in product strategy and development of wealth management solutions.
• Strong analytical and financial modeling skills.
• Ability to manage complex projects on time and budget.

Responsibilities

• Define and drive vision for wealth solutions.
• Lead cross-functional teams to execute strategic plans.
• Develop executive presentations for leadership.
• Grow SBLOC, Charitable, and Self Directed Brokerage products.
• Coach and develop junior staff.

Skills

Wealth strategy

Executive comms

Leadership

Financial modeling

Cross-functional

Education

Bachelor's degree in business

Tools

Financial modeling tools

Executive presentation tools

Job description

AssetMark, Inc. in Charlotte, NC / Concord, CA area seeks a Director to lead the wealth and planning solutions roadmap for 12,000 advisory clients. You will partner with senior leaders to shape vision, define strategy, and drive execution across product lines and services.

You will own and grow AssetMark's SBLOC, Charitable, and Self Directed Brokerage offerings, collaborating with Distribution, Marketing, Technology, Legal, Finance and other teams to extend value for advisors.