AssetMark · 17 hours ago
Senior Product Manager, Internal AI
Charlotte, NC
Full-time
Hybrid
Senior Level
$142K/yr - $158K/yr
5+ years expAssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They are seeking a Senior Product Manager for their Internal AI team to own the strategy, deployment, and impact of AI tools that will reshape how their teams accomplish their work.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Own the product roadmap and strategy for AssetMark's internal AI toolkit, including Slack AI, desktop AI assistants, and custom-built AI agents and tools
Source, evaluate, and prioritize AI opportunities across the organization—from operations to investment teams to engineers to corporate functions
Define product requirements and success metrics for AI initiatives, balancing business impact with technical feasibility
Maintain a roadmap view of AI investments, tracking aggregate impact and optimizing resource allocation
Design, build, publish, and manage AI agents and automation tools using modern AI platforms and APIs
Partner closely with dedicated AI engineers on architecture and execution
Develop custom solutions for business users (operations, investment professionals, corporate functions) and technical teams (engineers, product managers, designers, data scientists, QA)
Implement and manage enterprise AI tools, ensuring optimal configuration, integration, and user experience
Work closely with Product Engineering and Data teams to integrate AI capabilities into existing workflows and systems
Develop and operate a comprehensive methodology to quantify AI impact, tracking metrics including hours saved, cost reductions, quality improvements, and employee satisfaction
Establish baseline measurements and continuous tracking systems for AI initiatives
Create dashboards and reporting mechanisms to communicate progress to leadership and stakeholders
Conduct regular ROI analysis to guide investment decisions and demonstrate business value
Drive organization-wide activation and adoption of AI tools across all departments and functions
Develop comprehensive training materials, documentation, and best practice guides tailored to different user personas
Establish and manage an "AI Champions" program, partnering with representatives in each function to drive local adoption and gather feedback
Create incentive structures and recognition programs to encourage AI experimentation and citizen development
Build self-service resources enabling employees to solve their own workflow challenges with AI tools
Measure and improve adoption rates, user satisfaction, and capability maturity across teams
Ensure employees use AI tools ethically, safely, and responsibly, in adherence with AssetMark’s AI governance framework
Partner with function leaders to identify pain points and high-value automation opportunities
Collaborate with IT, Security, and Compliance teams to ensure AI implementations meet enterprise standards
Work with HR and Learning & Development on training programs, internal communications, and change management initiatives
Engage with vendors and technology partners to evaluate and integrate best-in-class AI solutions
Qualification
Required
5+ years of product management experience, with at least 2 years focused on AI, automation, or internal tools
Hands-on technical experience building AI applications, agents, or automation workflows
Demonstrated success driving technology adoption and change management in enterprise environments
Experience working with diverse user groups, including technical teams (engineers, data scientists) and business users
Bachelor's degree in Computer Science, Engineering, Business, or related field; advanced degree is a plus
Demonstrated ability to build and deploy AI agents, automation workflows, and integrations using tools like GPT APIs, LangChain, Zapier, Make, or similar platforms
Proven track record of owning products end-to-end, from strategy through execution and measurement
Strong analytical skills with experience establishing metrics frameworks and conducting ROI analysis
Success driving adoption of new technologies across large, diverse organizations with varying technical sophistication
Ability to translate complex AI concepts for non-technical audiences and build excitement around new capabilities
Comfortable with ambiguity, able to build programs from scratch, and willing to roll up sleeves to get things done
Deep understanding of diverse user needs across technical and non-technical roles
Ability to balance quick wins with long-term transformation, prioritizing based on business impact
Preferred
Background in financial services, fintech, or wealth management is a plus but not required
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