Senior Vice President, Head of Product

About AssetMark

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management.

The Job/What You'll Do:

As AssetMark embarks on its next phase of growth following its recent transition to private ownership, we are seeking a Head of Product to set the strategic vision and drive execution for our technology products. This executive will be a 1:1 peer with the Head of Product Engineering, working in close partnership to translate commercial opportunities into world-class technology solutions.

The ideal candidate is a highly commercial, growth-oriented product leader who can identify and validate market opportunities, develop compelling product strategies, and ensure AssetMark's technology evolves to capture those opportunities over a rolling three-year horizon. They must also be deeply technical, capable of engaging in architectural debates with engineers while effectively articulating complex product decisions to diverse audiences. Additionally, this individual will be heavily involved in UX and UI design, ensuring a seamless and intuitive user experience across all AssetMark products.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our office locations in Concord, CA, Phoenix, AZ, Atlanta, GA, or Charlotte, NC.

Key Responsibilities:

• Product Strategy & Vision: Define and drive a forward-thinking product strategy that aligns with business growth opportunities and client needs.
• Technology Roadmap: Develop a strategic three-year rolling plan for AssetMark's technology estate, ensuring the platform evolves in lockstep with business objectives.
• Commercial Leadership: Identify, validate, and champion new growth opportunities, balancing business viability, technical feasibility, and user desirability.
• Technical Product Execution: Translate business strategy into technically viable product builds, collaborating with engineering to ensure strong architectural foundations.
• UX & UI Leadership: Play a critical role in defining and improving user experience and interface design, ensuring products are not only functional but also intuitive and engaging.
• Cross-Functional Collaboration: Partner closely with Product Engineering, Sales, Marketing, Operations, and Client Success to drive cohesive execution.
• Product Communication Excellence: Produce high-quality product narratives, visual frameworks, and strategic documentation to align stakeholders and inspire action.
• Champion of Product Discipline: Build a best-in-class product management function, leading talent acquisition, mentorship, and professional development.
• Stakeholder Engagement: Communicate effectively with internal teams, executive leadership, investors, and clients, ensuring alignment and enthusiasm around the product roadmap.

Knowledge, Skills, and Abilities:

• Strongly opinionated and highly commercial, able to identify market opportunities and chart how to capitalize on them from a given position in the ecosystem.
• A consummate champion of the product discipline with a passion for hiring, developing, and mentoring top-tier product talent.
• Strong background in wealth management or asset management.
• Proven track record of defining and executing growth-oriented product strategies.
• Exceptional ability to synthesize commercial insights into technical product decisions.
• Strong technical acumen; comfortable debating technical architecture, APIs, and cloud-native technologies with engineers.
• Deep understanding of UX and UI design principles, with experience working closely with designers to create best-in-class digital experiences.
• Outstanding written, visual, and verbal communication skills; ability to create compelling product documents and presentations.

Education & Experience:

• 15+ years of product management experience, with 8+ years in executive product leadership roles.
• Bachelor's or Master's degree in Business, Computer Science, Engineering, or a related field.

Why Join AssetMark?

• Influence and shape the future of wealth technology.
• Work in a growth-focused, private equity-backed environment with ambitious expansion goals.
• Join a mission-driven organization dedicated to empowering financial advisors and their clients.

If you are a visionary product leader who thrives at the intersection of commercial strategy, technical execution, and user experience, we invite you to apply and help shape the future of AssetMark's platform.

Compensation: The Base Salary range for this position is between $300,000-$350,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.