Senior Product Manager

AssetMark; Concord (CA); Hybrid; USD 160,000 - 180,000; Full time

Benefits offered by this job

Hybrid work schedule

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark seeks a Senior Product Manager to lead the custodial data and operations platform within its tech ecosystem. You will own data pipelines for accounts, documents, move money, custodial integration, and directives, defining roadmaps and leading cross-functional teams for major initiatives.

You will drive strategy while maintaining hands-on execution, working in a hybrid setup near Charlotte, NC or Concord, CA. A strong background in wealth management or fintech is preferred.

Qualifications

• Bachelor's degree in business, finance, economics, computer science, or related field.
• 5-8 years of product management experience with growth in scope and impact.
• Strong background in wealth management, asset management, or fintech.
• Experience owning complete products or major product areas end-to-end.
• Track record of leading cross-functional teams and complex product initiatives.

Responsibilities

• Own custodial data and operations platform with strategic accountability.
• Define roadmaps and 12-month vision for custodial data and operations.
• Align engineering with strategic objectives and product roadmaps.
• Lead cross-functional teams on complex initiatives like straight-through processing.
• Demonstrate leadership in product design, development, and execution across teams.
• Demonstrate data-driven decisions and knowledge of tech stack for product area.

Skills

Product strategy

Roadmapping

Cross-functional leadership

Data analytics

Stakeholder management

Wealth management domain

Education

Bachelor's degree in Business, Finance, Economics, Computer Science, or related field

5-8 years product management experience

Wealth management / fintech background

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 Senior Product Manager to drive the success of the custodial data and operations platform within our technology ecosystem. This senior role involves owning the data pipelines for accounts, documents, move money, custodial integration and Directives (aka change orders), defining product roadmaps and vision, and leading cross-functional teams to deliver major product initiatives. You'll work at a strategic level while maintaining hands‑on execution excellence.

We can only 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

Product Strategy & Roadmap:

• Own entire custodial data and operations platform with full strategic accountability
• Define product roadmaps and vision for custodial data and operations, maintaining 12-month roadmaps
• Ensure engineering teams are productively deployed and aligned with strategic objectives
• Lead cross-functional teams to deliver complex product initiatives such as straight-through processing for account open and move money
• Contribute actively to strategy and roadmap development for other parts of the product estate

Product Design, Development, & Execution:

• Design significant and complex new features that may require new platform patterns
• Independently design user experiences and specify shovel-ready platform enhancements
• Decompose complex product ideas into actionable user stories and lead feature development across multiple teams
• Track and forecast team capacity, resolving conflicts a quarter or more in advance
• Run multiple complex projects in parallel while maintaining quality and timeline commitments
• Quickly ramp up and contribute to other parts of the product estate as needed
• Fiercely protect engineering time to focus on designing, developing, and shipping product
• Maintain strong knowledge of technology stack and architecture for your product area
• Leverage data and technical insights independently to drive strategic decisions

Stakeholder & Ecosystem Engagement:

• Serve as a trusted partner sought after by internal stakeholders
• Own one or more internal stakeholder relationships at senior levels
• Demo all features in your area internally and externally, adapting to audience and purpose
• Develop comprehensive knowledge of competitive landscape and industry developments
• Represent product capabilities and roadmap in high-stakes internal discussions

Leadership & Communication:

• Excel in cross-functional leadership, building consensus and driving alignment across departments
• Manage and develop multiple product managers, providing feedback and building team capabilities
• Assess product, design, engineering, and QA candidates of equivalent or lower seniority
• Communicate effectively with executive leadership, tailoring messages from technical details to high-level summaries
• Identify opportunities to improve SDLC processes and evangelize adoption across teams

Knowledge, Skills, Abilities

• Proven ability to define and execute comprehensive product strategies for complex money movement, custodial account and custodial integration platforms
• Strong technical acumen including understanding of software architecture, APIs, and engineering trade-offs
• Excellent stakeholder management and communication skills across all organizational levels
• Data-driven decision making with advanced analytics and customer insight capabilities
• Experience leading cross-functional teams and driving results without formal authority
• Deep understanding of wealth management, asset management, or fintech industries
• Ability to balance strategic thinking with hands‑on execution excellence

Education & Experience

• Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
• 5-8 years of product management experience with demonstrated progression in scope and impact
• Strong background in wealth management, asset management, or fintech
• Experience owning complete products or major product areas end-to-end
• Track record of successfully leading cross-functional teams and complex product initiatives
• Experience mentoring and developing junior product management talent

Why Join AssetMark?

• Own complete products that drive significant business impact and advisor success
• Lead strategic initiatives in a dynamic, growth-focused environment
• Work with cutting-edge technology in the rapidly evolving wealth management space
• Mentor and develop the next generation of product management talent
• Shape the future of financial advisor technology and make a meaningful impact on the industry
• Join a mission‑driven organization with ambitious growth goals and strong market position

AssetMark values diversity of thought and background and is committed to building an inclusive workplace. We encourage applications from candidates of all backgrounds, including those who are traditionally underrepresented in financial technology.

Compensation: The Base Salary range for this position is between $160,000-$180,000. 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, for our people and for our investors. At AssetMark your ideas matter; they’re heard, 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, doing what’s right, always. Even when it’s hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and 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

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.