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 As AssetMark continues to evolve and expand, we are seeking a Director, Platform Product Management to drive the success of application data services within our technology ecosystem. This leader will be responsible for managing the analytics, securities, entitlements and models data pipelines and APIs, shaping their strategic direction, and ensuring they align with the company’s broader growth objectives. The Director will work closely with engineering, design, sales, marketing, and applications teams to translate business needs into market-leading platform solutions. The ideal candidate is a strategic thinker with deep technical acumen and a commercial mindset—someone who thrives on partnering with application teams, designing compelling data services, and ensuring flawless execution. They must also be an advocate for user experience, ensuring our products are intuitive, seamless, and impactful 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 & Execution: Own the vision, strategy, and roadmap for the entitlements, securities, analytics and models platform services. Technical Collaboration: Work closely with Product Engineering to define data platform requirements, ensuring strong technical foundations and scalable architectures. Market & Customer Insights: Conduct market research and gather customer feedback to identify opportunities for innovation and improvement. Roadmap Development: Build and maintain a multi-year product roadmap, prioritizing initiatives based on business impact, user needs, and technical feasibility. Data Pipeline and API Design: Conduct analysis of legacy and future use cases to design and implement canonical data models, APIs and Snowflake data pipelines. Cross-Functional Leadership: Collaborate with Sales, Marketing, Operations, and Application teams to ensure successful go-to-market execution and adoption. Data-Driven Decision Making: Utilize analytics, user research, and partner feedback to refine data products and optimize performance. Stakeholder Communication: Present product plans, updates, and performance metrics to senior leadership and other key stakeholders. Team Leadership & Development: Manage and mentor product managers, fostering a high-performance, customer-focused product culture. Knowledge, Skills, Abilities: Proven ability to define and execute canonical data model design and APIs. Strong technical acumen —comfortable discussing APIs, cloud architectures, and engineering trade-offs with developers. Excellent communication and stakeholder management skills, with the ability to translate technical concepts into clear business insights. A data-driven approach to decision-making, leveraging analytics and customer feedback to drive continuous product improvement. Education & Experience 8 years of product management experience . Strong understanding of wealth management, asset management, or fintech . Experience working closely with application teams to create world-class data services. Experience leading and mentoring product managers to build a high-performing team. Why Join AssetMark? Influence and drive the success of innovative products in the wealth management space. Work in a dynamic, growth-focused, private equity-backed environment with ambitious expansion goals. Join a mission-driven organization dedicated to empowering financial advisors and their clients. Be part of a highly collaborative, cross-functional team that values innovation, execution, and customer impact. If you are a passionate product leader who thrives at the intersection of strategy, technology, and user experience, we invite you to apply and help shape the future of AssetMark’s platform. Compensation: The Base Salary range for this position is between $165,000-$200,000. 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. #LI-hybrid #LI-TN1 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 Our culture brings our mission and values to life. Here, we do what’s right, 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. 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.

Requirements

Must-haves

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 & Execution: Own the vision, strategy, and roadmap for the entitlements, securities, analytics and models platform services.
Technical Collaboration: Work closely with Product Engineering to define data platform requirements, ensuring strong technical foundations and scalable architectures.
Market & Customer Insights: Conduct market research and gather customer feedback to identify opportunities for innovation and improvement.
Roadmap Development: Build and maintain a multi-year product roadmap, prioritizing initiatives based on business impact, user needs, and technical feasibility.
Data Pipeline and API Design: Conduct analysis of legacy and future use cases to design and implement canonical data models, APIs and Snowflake data pipelines.
Cross-Functional Leadership: Collaborate with Sales, Marketing, Operations, and Application teams to ensure successful go-to-market execution and adoption.
Data-Driven Decision Making: Utilize analytics, user research, and partner feedback to refine data products and optimize performance.
Stakeholder Communication: Present product plans, updates, and performance metrics to senior leadership and other key stakeholders.
Team Leadership & Development: Manage and mentor product managers, fostering a high-performance, customer-focused product culture.
Proven ability to define and execute canonical data model design and APIs.
Strong technical acumen —comfortable discussing APIs, cloud architectures, and engineering trade-offs with developers.
Excellent communication and stakeholder management skills, with the ability to translate technical concepts into clear business insights.
A data-driven approach to decision-making, leveraging analytics and customer feedback to drive continuous product improvement.
Education & Experience 8 years of product management experience .
Strong understanding of wealth management, asset management, or fintech .
Experience working closely with application teams to create world-class data services.
Experience leading and mentoring product managers to build a high-performing team.
Why Join AssetMark? Influence and drive the success of innovative products in the wealth management space.
Work in a dynamic, growth-focused, private equity-backed environment with ambitious expansion goals.
Join a mission-driven organization dedicated to empowering financial advisors and their clients.
Be part of a highly collaborative, cross-functional team that values innovation, execution, and customer impact.
If you are a passionate product leader who thrives at the intersection of strategy, technology, and user experience, we invite you to apply and help shape the future of AssetMark’s platform.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice-to-haves

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Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

apigo

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Paid Time Off