Product Manager

AssetMark

Town of Charlotte (NY)

Hybrid

USD 100,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision

Job summary

AssetMark is seeking a Product Manager to own data pipelines for Money Movement and Custodial Integration within the Product & Engineering Platform team. You will drive feature improvements, design and own roadmaps, and work closely with engineering to deliver high-impact products for financial advisors and their clients.

You will lead RFCs, write user stories, and coordinate across teams while applying data-driven decision making and agile practices.

Qualifications

Bachelor's degree in Business, Finance, Economics, Computer Science, or related field.
3-6 years of product management experience, preferably in fintech or financial services.
Experience writing technical requirements and working closely with engineering teams.
Track record of successfully shipping software products or features.
Experience with user research and data analysis to inform product decisions.

Responsibilities

Develop and maintain a strategically aligned feature roadmap for owned areas.
Write RFCs for feature enhancements and new features.
Decompose RFCs into actionable user stories for multiple teams and sprints.
Track capacity and manage priorities 1-2 sprints ahead.
Lead planning meetings and communicate requirements clearly to cross-functional teams.

Skills

Product strategy

Agile

Data analysis

APIs integration

Cross-functional leadership

Education

Bachelor's degree

Tools

APIs

Job description

Job Description:

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.

The Opportunity

AssetMark is seeking a Product Manager to join our growing Product & Engineering Platform team. The role involves owning the data pipelines for Money Movement and Custodial Integration. This opportunity represents a significant step up in ownership and strategic impact, where you’ll design feature improvements and new features while driving execution with engineering teams. You’ll own multiple features or complex feature groups, working at the intersection of wealth management and software design to build products that make a meaningful impact for financial advisors and their clients.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Key Responsibilities

Product Strategy & Roadmap:

Develop and maintain a clear, strategically aligned agenda for the features you own
Create and manage a shovel-ready backlog for engineering teams at least 2 sprints out
Maintain a high-quality roadmap at least a quarter out
Write actionable user stories that drive meaningful product improvements

Product Design, Development, & Execution:

Write RFCs for feature enhancements and new features
Independently sketch first drafts of user experience designs
Specify platform components required to power new features, identifying where existing vs new platform capabilities are needed
Decompose RFCs into actionable user stories, including work that may span multiple teams
Track team capacity and proactively manage priorities 1-2 sprints in advance
Run at least two feature-sized projects in parallel
Provide engineers with business context and serve as first line of defense against distractions
Use data and analytics tools to inform product decisions
Design and execute comprehensive test plans for feature enhancements

Stakeholder & Ecosystem Engagement:

Build credibility with internal stakeholders by helping them solve for their full outcomes
Demo all features in your area internally and, with advance notice, externally
Develop working knowledge of players and developments in the wealth management space relevant to your product area
Manage stakeholder expectations through regular updates and timeline alignment
May own one or more internal stakeholder relationships

Leadership & Communication:

Lead feature planning and prioritization meetings
Articulate product requirements and decisions clearly to cross-functional teams
Resolve minor team conflicts and maintain positive momentum
Demonstrate cross-functional leadership, often persuading without formal authority
Mentor junior PMs, provide feedback, and build team morale

Knowledge, Skills, Abilities

Experience working with custodians, financial institutions, or other external providers and integrating their APIs into platform products.
Understanding of money movement applications and the backend integrations that support transaction execution, processing, status tracking, and reconciliation across internal and external systems.
Strong analytical thinking and ability to translate business requirements into actionable development work
Solid understanding of software development principles, APIs, and system integrations
Proven ability to work effectively with engineering, design, and QA teams
Experience with agile development methodologies and sprint planning
Strong communication skills with ability to adapt messaging for different audiences
Data-driven approach to decision-making using analytics and customer feedback
Understanding of wealth management, asset management, or fintech domains
Ability to manage multiple projects simultaneously while maintaining quality

Education & Experience

Bachelor’s degree in Business, Finance, Economics, Computer Science, or related field
3-6 years of product management experience, preferably in fintech or financial services
Experience writing technical requirements and working closely with engineering teams
Track record of successfully shipping software products or features
Experience with user research and data analysis to inform product decisions

Why Join AssetMark?

Own meaningful features that directly impact financial advisors and their clients
Work in a collaborative environment with experienced product and engineering leaders
Develop specialized expertise at the intersection of wealth management and technology
Drive product features from concept to launch with significant ownership and autonomy
Be part of a mission-driven organization focused on empowering financial advisors

Compensation: The Base Salary range for this position is between $100,000-$125,000.

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,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they'reheard, 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, doingwhat'sright, always. Even whenits'hard.
Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
Operatingwith Excellence, in learning fast, continuously improving,innovatingand 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 dowhat'sright, 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.