Hybrid Advisor Platform Product Manager

AssetMark; Concord (CA); Hybrid; USD 120,000 - 135,000; Full time

Job summary

AssetMark seeks a Channel Product Manager to lead product strategy and platform enhancements for Advisor Managed offerings across AMP and AAS. You will advocate for advisors, translate their needs into platform requirements, and partner with multiple teams to deliver scalable capabilities across broker-dealer and RIA channels.

The role emphasizes driving adoption, improving advisor productivity, and ensuring compliance.

Qualifications

• 5+ years in product management or trading operations within wealth management or financial technology.
• Experience with VestMark or InvestCloud.
• Understanding advisor workflows, portfolio management, trading, reporting, and investment operations.

Responsibilities

• Define, maintain, and communicate the platform roadmap for Advisor Managed channel.
• Translate business needs into clear product requirements and priorities.
• Collaborate with engineering to deliver portfolio construction, model portfolios, rebalancing, trading, reporting, and analytics features.

Skills

Product management

Trading operations

Advisor workflows

Portfolio management

Cross-functional teamwork

Tools

VestMark

InvestCloud

Job description

AssetMark seeks a Channel Product Manager to lead product strategy and platform enhancements for Advisor Managed offerings across AMP and AAS. You will advocate for advisors, translate their needs into platform requirements, and partner with multiple teams to deliver scalable capabilities across broker-dealer and RIA channels.

The role emphasizes driving adoption, improving advisor productivity, and ensuring compliance.