Financial Advisors Product Jobs

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Today

Senior Product Manager

Assetmark Charlotte, NC

Charlotte, NC

Today

$160k - $180k/yr Full time Senior Ai Workflows APIs

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Job Description

AssetMark is hiring a Senior Product Manager to own a significant area of its technology platform, translating product vision into roadmap execution and measurable business impact.

Responsibilities

Own the product: define vision, strategy, and roadmap for a major product area; decide where to invest, what to prioritize, and what not to build
Understand problems worth solving: build deep understanding of financial advisors, their workflows, and their challenges; use customer insights, data, and business context to surface meaningful opportunities
Shape solutions: collaborate hands-on with design and engineering to create intuitive experiences and resolve complex technical and operational issues
Lead from idea through impact: convert opportunities into actionable plans; identify upstream and downstream dependencies; coordinate delivery across multiple teams
Drive adoption and outcomes: stay accountable after launch for adoption, user satisfaction, and business results, with clarity on how product work contributes
Bring people along: build strong relationships across engineering, design, sales, operations, and leadership; adjust communication for different audiences; align priorities across teams, including beyond the immediate ownership area
Raise the bar: apply curiosity, sound judgment, and a commitment to excellent work; challenge the status quo, welcome feedback, and help others improve

Requirements

Wealth management expertise: meaningful experience in wealth management, asset management, or closely related fintech; working understanding of investment products, portfolio management, and the data/workflows that support them
Exceptional communication and storytelling: ability to translate complex problems into clear narratives; adapt between technical and business audiences; active listening and influence across organizational levels
Technical fluency and product judgment: hands-on experience with complex software systems, APIs, data flows, and legacy dependencies; work deeply with engineering while tying technical decisions to intuitive UX and business goals
Progressive product ownership: 5+ years of product management experience with increasing scope and responsibility, including end-to-end ownership (strategy through delivery)
Experience navigating organizational complexity: demonstrated ability to drive initiatives across multiple teams with competing priorities, distributed ownership, and interconnected systems, particularly in large organizations with established technology platforms
Strong operational discipline: maintain actionable roadmaps; proactively communicate priorities and progress; anticipate dependencies; keep complex cross-functional efforts organized
Mentorship and product leadership: experience mentoring product managers, strengthening product practices, or improving how product teams operate
Product design and UX fluency: strong design instincts; ability to translate workflows and data into user-friendly experiences
Modern, efficient ways of working: ability to adopt emerging tools and technologies, including AI, to accelerate research, analysis, product design, and execution while maintaining quality and judgment

Technologies

APIs
AI

Benefits

Flex Time or Paid Time Off and Sick Time Off
401K with 6% employer match
Medical, Dental, Vision (HDHP or PPO)
HSA with employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule

Compensation

Base salary range: USD 160,000 - 180,000 per year
Eligible for additional variable incentive compensation and competitive benefits
Candidates must be legally authorized to work in the US; no visa sponsorship for this position

Location: Charlotte, NC (hybrid). Experience required: 5+ years.

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