AssetMark · 1 week ago
Vice President, Product Management (Salesforce)
Concord, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$230K/yr - $250K/yr
10+ years expAssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. They are seeking a visionary and strategic Vice President of Product Management to oversee and manage the full suite of Salesforce products across the enterprise, driving platform adoption and delivering transformative experiences for financial advisors and internal stakeholders.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Define and own the multi-year vision and roadmap for Salesforce platform, ensuring alignment with AssetMark’s business strategy and advisor experience goals
Champion the integration and optimization of Salesforce products to deliver seamless, data-driven, and personalized experiences across the advisor lifecycle
Oversee the end-to-end lifecycle for Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and related products
Drive platform governance, release management, and roadmap prioritization across business units
Lead, mentor, and grow a team of 5 Product Managers, fostering a high-performance, customer-obsessed culture
Establish clear goals, KPIs, and development plans to elevate team capabilities and impact
Partner with Engineering to deliver scalable, intuitive, and secure Salesforce solutions
Work closely with Sales, Marketing, Service and Operations to ensure persona-centric design, successful go-to-market execution and platform adoption
Leverage stakeholder feedback, analytics, and market research to identify opportunities for innovation and differentiation
Stay ahead of Salesforce ecosystem trends, including AI, automation, and data cloud capabilities
Ensure Salesforce platforms deliver 360-degree customer views, modern lead management and onboarding, omni-channel service experiences, personalized journeys, and actionable insights
Drive initiatives that enhance data quality, enrichment, and master data management across Salesforce tools
Support Product Managers in presenting product strategy, performance metrics, and roadmap updates to senior leadership and stakeholders
Serve as a thought leader and internal evangelist for Salesforce innovation and advisor enablement
Qualification
Required
10+ years of product management experience, with 5+ years in Salesforce platform leadership (with experience in Financial Services Cloud, Marketing Cloud, etc.)
Bachelor's degree in business, Computer Science, or related field
Experience in implementing Financial Services Cloud or designing experiences as a hands-on Solution Engineer
Proven success in leading enterprise-scale CRM transformations and delivering measurable business outcomes
Strong technical acumen—comfortable discussing APIs, cloud architecture, and platform integrations
Experience managing and scaling high-performing product teams
Deep understanding of wealth management, fintech, or financial services
Exceptional communication, stakeholder management, and strategic thinking skills
Preferred
Advanced degree preferred or equivalent experience
Benefits
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase