Senior Product Manager

About the role

AssetMark is seeking a Senior Product Manager to drive the success of entire products or significant product areas within our technology ecosystem. This senior role involves owning complete products (such as New Account Opening or Strategist Portal), 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 office.

Responsibilities

• Product Strategy & Roadmap:
• Own entire products or significant product areas with full strategic accountability
• Define product roadmaps and vision for owned areas, maintaining 12-month roadmaps
• Ensure engineering teams are productively deployed and aligned with strategic objectives
• Lead cross-functional teams to deliver complex product initiatives
• 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
• Mentor and develop junior 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 products
• 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

Benefits

Additional Information

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.

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