Job summary
Job post source
This job is directly from AssetMark
Job overview
The Director, Asset Management Business Strategy at AssetMark leads strategic growth of the proprietary asset management business to drive asset and revenue growth by expanding capabilities on the wealth management platform.
Responsibilities and impact
The role involves developing and executing growth strategies, maximizing partnerships, overseeing investment solution expansion, staying updated on market trends, representing the business internally and externally, collaborating cross-functionally, and leading a product management team.
Compensation and benefits
The base salary ranges from $125,000 to $275,000 with additional variable incentives and competitive benefits including 401K match, medical/dental/vision plans, HSA contributions, paid time off, volunteer time, fitness reimbursement, and a hybrid work schedule.
Experience and skills
Requires 10+ years in financial services with product development experience in asset management or investment platforms, expert knowledge of financial markets and asset management products, strong analytical skills, understanding of distribution channels and regulatory frameworks, leadership skills, and proficiency in financial software; Bachelor's required, MBA and CFA preferred.
Career development
The role offers opportunities for leadership growth and professional development within a high-achievement culture that values respect and warmth.
Work environment and culture
AssetMark promotes a culture driven by mission and values of Heart, Integrity, Excellence, and Respect, encouraging innovation and diversity in a supportive environment.
Company information
AssetMark is a leading wealth management platform serving financial advisors with technology, consulting, and investment solutions to enhance client service and advisor success.
Team overview
The candidate will lead a team of product managers focused on achieving strategic goals and fostering professional growth.
Job location and travel
The position supports a hybrid work schedule with offices in Concord, CA, Charlotte, NC, or Chicago, IL, requiring proximity to one of these locations.
Unique job features
This role uniquely combines strategic leadership with product development in a proprietary asset management business within a top wealth management platform, offering impactful growth opportunities.
Company overview
AssetMark is a leading provider of investment and wealth management solutions, catering primarily to financial advisors. The company generates revenue through advisory fees, asset management services, and technology platforms designed to enhance financial planning and portfolio management. Founded in 1996, AssetMark has a history of innovation in financial services, including its acquisition by Huatai Securities in 2016, which expanded its global reach. The firm is known for its robust support infrastructure, helping advisors deliver personalized investment strategies to their clients.
How to land this job
Position your resume to highlight your leadership in asset management business strategy, emphasizing your experience in product development, strategic partnerships, and driving asset and revenue growth within wealth management platforms like AssetMark.
Focus on showcasing your expertise in financial markets, asset allocation frameworks, mutual fund business growth, and your ability to collaborate cross-functionally with sales, advisors, and senior executives to align strategic initiatives.
Apply to the Director, Asset Management Business Strategy role via multiple channels including AssetMark's corporate career site and LinkedIn to maximize your application visibility and chances of success.
Connect with current AssetMark employees in the investment products or asset management divisions on LinkedIn; use ice breakers like commenting on recent AssetMark product launches, asking about the company's strategic vision for proprietary asset management, or inquiring about team culture and leadership style.
Optimize your resume for ATS systems by incorporating keywords from the job description such as 'asset allocation framework,' 'strategic partnerships,' 'mutual funds,' 'financial markets,' 'product development,' and 'wealth management platform' to ensure your resume passes initial automated screenings.
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