Senior Manager, Investment Product Development And Management

Job Description:

The Job/What You'll Do:

The Senior Manager, Investment Product Development and Management, will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to drive execution of product initiatives, and help to define the vision, scope, and roadmap for AssetMark's suite of investment solutions.

The Senior Manager will lead product development and management efforts through strategy/ideation, research and design, stakeholder engagement, and final implementation with consideration for product positioning, distribution strategy and campaign management. Products and solutions will span all asset classes, goal orientations, and vehicle structures. In this role, the Senior Manager will leverage their solid understanding of investment products and industry dynamics to drive new product development that helps financial advisors address their client's investment needs.

Our ideal candidate is intellectually curious, loves to work with data and conduct research, has a business-owners mindset, strives for constant improvement, and excels in a highly collaborative culture. This position will require you to develop compelling business cases to help inform business decisions for high-priority projects and new product initiatives.

We are seeking qualified applicants who can work in a hybrid model. Our current work model is Monday/Friday remote and Tuesday, Wednesday and Thursday in an AssetMark office. This position is open to the following AssetMark Financial office(s): Charlotte, NC

Responsibilities:

• Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development

• Develop subject matter expertise in competitive intelligence in advisory business, understand the competitive landscape in TAMP and BDs in terms of investment product trends, usage and pricing

• Create and maintain a forward-looking product and services roadmap, drive new initiatives and support product launch activities including positioning and distribution strategy

• Own the complete product life cycle, ensuring it remains competitive and meets long-term strategic direction as well as operational and financial objectives while always emphasizing the overall client experience.

• Manage the product pipeline and support planning including, but not limited to, product rationalization and enhancements, product pricing, and profitability analysis

• Collaborate with cross-functional business partners to support new launches and platform functionalities associated with our suite of investment products

• Educate and engage with AssetMark's sales team and financial advisors on new investment solutions, structure and use cases to drive adoption

Knowledge, Skills, Abilities:

• Excellent analytical and financial modeling skills with ability to leverage quantitative and qualitative approaches to develop actionable recommendations. Strong Excel skills are a must

• Understanding of financial services industry, particularly with ETF, mutual fund, fixed income and equity investment products and wealth management solutions; experience in supporting financial advisors is highly desired

• Proven aptitude to conduct competitive market and product research, including market sizing and product pricing

• Experience in leading and implementing major initiatives and ability to manage multiple projects simultaneously are required

• Self-motivated, biased toward action, comfortable with operating in fast-paced, changing environment

• Excellent written and interpersonal communications skills and able to present effectively to senior management and internal stakeholders. Strong PowerPoint skills are a must

• Ability to understand operational and technical complexity, think creatively and strategically to problem solve in order to meet business objectives and client needs

• Partners well with colleagues and outside business partners to get work completed

• A positive, team oriented, can-do attitude

Education & Experience:

• Bachelor's Degree is required, MBA or CFA preferred, not required

• Relevant experience in product management, research, or analytic roles within financial services, asset management, banking, Broker-Dealer, TAMP, or RIA preferred.

Compensation: The Base Salary range for this position is between $150,000-$165,000.

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.

#LI-hybrid

#LI-TE 1

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.