Director, Wealth Solutions & Planning Innovation

AssetMark

Concord, Northern (NC, KY)

Hybrid

USD 200,000 - 220,000

Full time

8 days ago

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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.