AssetMark · 2 days ago
Director, Adhesion Investment Program Management
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $180K/yr
10+ years expAssetMark is a leading provider of outsourced investment management solutions for registered investment advisors. The Director of Adhesion Investment Program Management will lead a team focused on life-cycle product management and driving growth by expanding the Adhesion model marketplace, while collaborating with senior leadership to define investment solutions and achieve strategic objectives.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Provide strategic planning and development support, including market analysis and client feedback to inform product roadmap, distribution and investment activities
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 or revenue program development
Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, ensuring successful execution
Own the complete product life-cycle of the Adhesion model marketplace, 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, evaluate and enhance strategic partnerships to align with business objectives and growth strategies
Represent Adhesion’s investment products and programs to sales teams, internal stakeholders, and third-party managers by providing thought leadership and driving alignment to achieve asset adoption and improve client experience
Design, streamline, and implement scalable processes and operational frameworks supporting the product life-cycle that enhance platform efficiency and support long-term growth
Qualification
Required
10+ years of experience in financial services
Product development experience in asset management and/or investment platform
Proven track record of driving commercial outcomes through new products and partnerships
Experience in the RIA business
Deep understanding of the asset and wealth management industry, including trends in products and programs
Strong knowledge of financial markets including knowledge of public equity and fixed income securities, derivative instruments, and private markets, including real assets
Solid understanding of Broker-Dealer and RIA distribution channels
Excellent analytical/conceptual problem-solving skills
Ability to engage credibly with sales, advisors, and senior executives, and external partners
Outstanding people leadership and culture-building skills
Superb skills in Excel and PowerPoint
Bachelor's degree required
Preferred
MBA and CFA preferred
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