Director - Wealth and Planning Product Solutions

Director, Wealth & Planning Solutions role at AssetMark, Inc. leading a team to define and execute strategic roadmap for wealth and planning solutions. Partner with senior leaders to develop and execute product vision, strategy, OKR/KPIs, and reporting. Manage relationships with third-party solution providers and lead efforts to develop and launch new holistic wealth solutions.

Requirements

• Extensive and direct experience in product strategy and development of wealth management solutions
• Strong background in managing third-party solution provider relationships
• Excellent analytical and financial modeling skills
• 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

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