Job Description:
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.
The Job/What You’ll Do
We are seeking a Channel Product Manager to lead product strategy and platform enhancements for our Advisor Managed offering, including AMP and AAS. In this role, you will serve as the primary advocate for advisors and firms that actively manage client portfolios, ensuring their workflows, business needs, and regulatory requirements are reflected in the platform roadmap.
You will partner closely with advisors, field leadership, investment teams, Operations, Compliance, Legal, Technology, Wealth Solutions, Product, and Engineering to deliver scalable capabilities that improve advisor productivity, client experiences, operational efficiency, and platform adoption across multiple channels, including broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC offices.
Responsibilities:
Channel Representation and Advocacy
Serve as the primary platform and product representative for the Advisor Managed offering.
Gather, prioritize, and translate business needs from firms, advisors, and sales teams into clear platform requirements.
Advocate for advisor and firm workflows in product and roadmap discussions.
Maintain strong relationships with stakeholders to understand evolving investment management needs.
Ensure platform architecture supports scalable capabilities across multiple channels and use cases.
Product Strategy and Roadmap
Define, maintain, and communicate the platform product roadmap.
Align platform enhancements with investment strategy, advisor productivity goals, client experience priorities, and compliance or regulatory changes.
Identify opportunities to improve portfolio construction, model management, trading, reporting, and related platform capabilities.
Develop clear business requirements, user stories, and feature priorities.
Platform Feature Development
Collaborate with Product and Engineering teams to design and deliver capabilities that support: Portfolio construction
Model portfolio management
Rebalancing and trading workflows
Performance analytics
Risk and compliance monitoring
Client reporting
Customization and channel-specific requirements
Guide features from discovery and requirements definition through delivery, launch, and continuous improvement.
Channel Workflow Optimization
Evaluate current platform workflows and define future-state requirements.
Identify opportunities to improve functionality, automation, scalability, and ease of use.
Drive enhancements that increase advisor efficiency and support the growth of the platform and its programs.
Cross-Functional Coordination
Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders to deliver effective platform capabilities.
Ensure solutions meet business, regulatory, investment policy, usability, scalability, and support requirements.
Coordinate decision-making across teams and maintain alignment throughout the product development lifecycle.
Platform Adoption and Channel Enablement
Support the rollout and adoption of new platform capabilities.
Partner with advisor enablement, training, and support teams to ensure advisors understand and effectively use available tools.
Develop user documentation, training materials, best practices, and other enablement resources.
Promote education and adoption across the Advisor Managed Channel.
Platform Performance and Continuous Improvement
Contribute to broader wealth platform transformation initiatives, including improvements to portfolio management tools, trading infrastructure, and advisor desktop…