Director, Product Management

As AssetMark continues to evolve and expand, we are seeking a Director, Platform Product Management to drive the success of application data services within our technology ecosystem. This leader will be responsible for managing the analytics, securities, entitlements and models data pipelines and APIs, shaping their strategic direction, and ensuring they align with the company’s broader growth objectives. The Director will work closely with engineering, design, sales, marketing, and applications teams to translate business needs into market-leading platform solutions.

The ideal candidate is a strategic thinker with deep technical acumen and a commercial mindset—someone who thrives on partnering with application teams, designing compelling data services, and ensuring flawless execution. They must also be an advocate for user experience, ensuring our products are intuitive, seamless, and impactful 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.

• Product Strategy & Execution: Own the vision, strategy, and roadmap for the entitlements, securities, analytics and models platform services.
• Technical Collaboration: Work closely with Product Engineering to define data platform requirements, ensuring strong technical foundations and scalable architectures.
• Market & Customer Insights: Conduct market research and gather customer feedback to identify opportunities for innovation and improvement.
• Roadmap Development: Build and maintain a multi-year product roadmap, prioritizing initiatives based on business impact, user needs, and technical feasibility.
• Data Pipeline and API Design: Conduct analysis of legacy and future use cases to design and implement canonical data models, APIs and Snowflake data pipelines.
• Cross-Functional Leadership: Collaborate with Sales, Marketing, Operations, and Application teams to ensure successful go-to-market execution and adoption.
• Data-Driven Decision Making: Utilize analytics, user research, and partner feedback to refine data products and optimize performance.
• Stakeholder Communication: Present product plans, updates, and performance metrics to senior leadership and other key stakeholders.
• Team Leadership & Development: Manage and mentor product managers, fostering a high-performance, customer-focused product culture.

Knowledge, Skills, Abilities:

• Proven ability to define and execute canonical data model design and APIs.
• Strong technical acumen—comfortable discussing APIs, cloud architectures, and engineering trade-offs with developers.
• Excellent communication and stakeholder management skills, with the ability to translate technical concepts into clear business insights.

• A data-driven approach to decision-making, leveraging analytics and customer feedback to drive continuous product improvement.

• 8+ years of product management experience.
• Strong understanding of wealth management, asset management, or fintech.
• Experience working closely with application teams to create world-class data services.
• Experience leading and mentoring product managers to build a high-performing team.

• Influence and drive the success of innovative products in the wealth management space.
• Work in a dynamic, growth-focused, private equity-backed environment with ambitious expansion goals.
• Join a mission-driven organization dedicated to empowering financial advisors and their clients.
• Be part of a highly collaborative, cross-functional team that values innovation, execution, and customer impact.

If you are a passionate product leader who thrives at the intersection of strategy, technology, and user experience, we invite you to apply and help shape the future of AssetMark27s platform.

Compensation: The Base Salary range for this position is between $165,000-$200,000.

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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