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…