AssetMark · 10 hours ago
Senior Product Manager
Concord, CA
Full-time
Hybrid
Mid, Senior Level
$184K/yr - $204K/yr
3+ years expAssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They are seeking a Senior Product Manager to join their growing Product & Engineering team, where the role involves designing feature improvements and new features while driving execution with engineering teams.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Develop and maintain a clear, strategically aligned agenda for the features you own
Create and manage a shovel-ready backlog for engineering teams at least 2 sprints out
Maintain a high-quality roadmap at least a quarter out
Write actionable user stories that drive meaningful product improvements
Write RFCs for feature enhancements and new features
Independently sketch first drafts of user experience designs
Specify platform components required to power new features, identifying where existing vs new platform capabilities are needed
Decompose RFCs into actionable user stories, including work that may span multiple teams
Track team capacity and proactively manage priorities 1-2 sprints in advance
Run at least two feature-sized projects in parallel
Provide engineers with business context and serve as first line of defense against distractions
Use data and analytics tools to inform product decisions
Design and execute comprehensive test plans for feature enhancements
Build credibility with internal stakeholders by helping them solve for their full outcomes
Demo all features in your area internally and, with advance notice, externally
Develop working knowledge of players and developments in the wealth management space relevant to your product area
Manage stakeholder expectations through regular updates and timeline alignment
May own one or more internal stakeholder relationships
Lead feature planning and prioritization meetings
Articulate product requirements and decisions clearly to cross-functional teams
Resolve minor team conflicts and maintain positive momentum
Assess junior product candidates in interviews
Demonstrate cross-functional leadership, often persuading without formal authority
Mentor junior PMs, provide feedback, and build team morale
Qualification
Required
Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
3-6 years of product management experience, preferably in fintech or financial services
Experience writing technical requirements and working closely with engineering teams
Track record of successfully shipping software products or features
Experience with user research and data analysis to inform product decisions
Strong analytical thinking and ability to translate business requirements into actionable development work
Solid understanding of software development principles, APIs, and system integrations
Proven ability to work effectively with engineering, design, and QA teams
Experience with agile development methodologies and sprint planning
Strong communication skills with ability to adapt messaging for different audiences
Data-driven approach to decision-making using analytics and customer feedback
Understanding of wealth management, asset management, or fintech domains
Ability to manage multiple projects simultaneously while maintaining quality
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