Senior Product Manager

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.