Apply on Employer Site

AssetMark · 2 days ago

Director - Wealth and Planning Product Solutions

Concord, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$195K/yr - $222K/yr

10+ years exp

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Director, Wealth & Planning Solutions, will define the vision and roadmap for wealth solutions while collaborating with various departments to enhance financial advisors' offerings.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for AssetMark’s wealth and planning solutions

Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting

Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams

Take ownership of existing offerings, including AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable—with a mandate to grow and expand these solutions

Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs

Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management

Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams

Craft & execute clear pipeline plans to research/analyze issues, explore new ideas and solutions, and drive decision making

Support sales efforts by championing the solution set across distribution channels and addressing product competitiveness and positioning within target client segments

Lead and support the development of junior staff, fostering collaboration and a high-performance culture

Qualification

Wealth management solutionsProduct strategy developmentThird-party relationship managementAnalytical skillsFinancial modelingProject managementVerbal communicationWritten communicationTeam collaborationProblem-solving attitude

Required

Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account

Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts

Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight

Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required

Excellent analytical and financial modeling skills; able to combine quantitative and qualitative approaches to develop strategic recommendations

Demonstrated ability to manage and deliver complex projects on time and within budget

Self-motivated and results-oriented, with a strong bias for action and ability to lead workstreams from start to finish with limited oversight

Ability to evaluate risks and the impact of decisions on an overall organization

Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences

Thrives in a fast-paced, dynamic environment with a strong team orientation and collaborative mindset, and a quickly changing atmosphere

Positive, solutions-focused attitude, team oriented, and can-do attitude

Bachelor's degree in business or other related fields

10+ years of relevant experience