Product Manager

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 Product Manager to join our growing Product & Engineering Platform team. The role involves owning the data pipelines for Money Movement and Custodial Integration. This opportunity represents a significant step up in ownership and strategic impact, where you'll design feature improvements and new features while driving execution with engineering teams. You'll own multiple features or complex feature groups, working at the intersection of wealth management and software design to build products that make a meaningful impact 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 & Roadmap:

• Develop and maintain a clear, strategically aligned agenda for the features you own
• Create and manage a shovel-ready backlog for engineering teams at least 2 sprints out
• Maintain a high-quality roadmap at least a quarter out
• Write actionable user stories that drive meaningful product improvements

Product Design, Development, & Execution:

• Write RFCs for feature enhancements and new features
• Independently sketch first drafts of user experience designs
• Specify platform components required to power new features, identifying where existing vs new platform capabilities are needed
• Decompose RFCs into actionable user stories, including work that may span multiple teams
• Track team capacity and proactively manage priorities 1-2 sprints in advance
• Run at least two feature-sized projects in parallel
• Provide engineers with business context and serve as first line of defense against distractions
• Use data and analytics tools to inform product decisions
• Design and execute comprehensive test plans for feature enhancements

Stakeholder & Ecosystem Engagement:

• Build credibility with internal stakeholders by helping them solve for their full outcomes
• Demo all features in your area internally and, with advance notice, externally
• Develop working knowledge of players and developments in the wealth management space relevant to your product area
• Manage stakeholder expectations through regular updates and timeline alignment
• May own one or more internal stakeholder relationships

Leadership & Communication:

• Lead feature planning and prioritization meetings
• Articulate product requirements and decisions clearly to cross-functional teams
• Resolve minor team conflicts and maintain positive momentum
• Demonstrate cross-functional leadership, often persuading without formal authority
• Mentor junior PMs, provide feedback, and build team morale

Knowledge, Skills, Abilities

• Experience working with custodians, financial institutions, or other external providers and integrating their APIs into platform products.
• Understanding of money movement applications and the backend integrations that support transaction execution, processing, status tracking, and reconciliation across internal and external systems.
• Strong analytical thinking and ability to translate business requirements into actionable development work
• Solid understanding of software development principles, APIs, and system integrations
• Proven ability to work effectively with engineering, design, and QA teams
• Experience with agile development methodologies and sprint planning
• Strong communication skills with ability to adapt messaging for different audiences
• Data-driven approach to decision-making using analytics and customer feedback
• Understanding of wealth management, asset management, or fintech domains
• Ability to manage multiple projects simultaneously while maintaining quality

Education & Experience

• Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
• 3-6 years of product management experience, preferably in fintech or financial services
• Experience writing technical requirements and working closely with engineering teams
• Track record of successfully shipping software products or features
• Experience with user research and data analysis to inform product decisions

Why Join AssetMark?

• Own meaningful features that directly impact financial advisors and their clients
• Work in a collaborative environment with experienced product and engineering leaders
• Develop specialized expertise at the intersection of wealth management and technology
• Drive product features from concept to launch with significant ownership and autonomy
• Be part of a mission-driven organization focused on empowering financial advisors

Compensation: The Base Salary range for this position is between $100,000-$125,000.

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.

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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.