Strategic Leader, Wealth Solutions & Planning

AssetMark; Concord (NH); Hybrid; USD 200,000 - 220,000; Full time

Benefits offered by this job

Flex Time or Paid Time Off and Sick

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

Job summary

AssetMark seeks a Director of Wealth & Planning Solutions to define and execute a strategic roadmap for wealth offerings' growth and client value. You will lead a multi-disciplinary team, shaping the advisor experience and expanding SBLOC, Charitable, and Self Directed accounts while collaborating across departments.

You will drive vision, manage budgets and OKRs, and present to executives, ensuring timely delivery of high-impact initiatives in a fast-paced environment.

Qualifications

• Extensive experience in product strategy and development of wealth management solutions (cash, lending, retirement, etc.).
• Understanding of broker-dealer and RIA ecosystems helpful, not required.
• Excellent analytical and financial modeling skills with data-driven decision making.

Responsibilities

• Define and drive vision for AssetMark’s wealth and planning solutions.
• Communicate product vision, strategy, OKRs and reporting to leadership.
• Develop executive presentations and lead strategic discussions with senior teams.
• Collaborate with cross-functional teams to deliver a modern digital experience.
• Build and execute pipeline plans to explore new ideas and solutions.
• Support sales by showcasing the solution set across channels and segments.
• Lead and mentor junior staff.

Skills

Wealth management

Product strategy

Leadership

Cross-functional collaboration

Financial modeling

Education

Bachelor’s degree in business or related field

Job description

AssetMark seeks a Director of Wealth & Planning Solutions to define and execute a strategic roadmap for wealth offerings' growth and client value. You will lead a multi-disciplinary team, shaping the advisor experience and expanding SBLOC, Charitable, and Self Directed accounts while collaborating across departments.

You will drive vision, manage budgets and OKRs, and present to executives, ensuring timely delivery of high-impact initiatives in a fast-paced environment.