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 expansion on the wealth management platform.
Responsibilities and impact
The role involves developing and executing growth strategies, managing partnerships, overseeing product development, staying updated on market trends, representing the business internally and externally, collaborating cross-functionally, and leading a team of product managers.
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 off, 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, asset management value creation, regulatory frameworks, and strong leadership and analytical skills; MBA and CFA preferred.
Career development
The position offers opportunities for professional growth through leadership of a product management team and involvement in strategic initiatives within a leading wealth management platform.
Work environment and culture
AssetMark values Heart, Integrity, Excellence, and Respect, fostering a high-energy, achievement-oriented culture balanced with warmth and inclusivity, supporting diversity and work-life balance with hybrid work options.
Company information
AssetMark is a leading wealth management platform serving RIAs and independent financial advisors, providing technology, consulting, and investment solutions to empower financial advisors.
Team overview
The candidate will lead a team of product managers focused on strategic growth and product development within the proprietary asset management business.
Job location and travel
The role 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 visionary strategic leadership with hands-on execution to transform AssetMark's proprietary asset management into a leading investment provider on the platform, emphasizing innovation in product development and partnership integration.
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 leadership in asset management business strategy, focusing on driving growth through proprietary asset allocation frameworks and strategic partnerships.
Emphasize experience in product development within asset management, knowledge of financial markets, and success in commercializing investment products such as mutual funds, ETFs, and UMA programs.
Apply through multiple channels including AssetMark's corporate careers page and LinkedIn to maximize your application visibility.
Connect with AssetMark professionals in the investment products or asset management divisions on LinkedIn; use ice breakers like commenting on recent product launches or asking about the company’s approach to proprietary asset management growth.
Optimize your resume for ATS by incorporating keywords from the job description such as 'asset allocation,' 'proprietary investment solutions,' 'product development,' 'financial markets,' and 'strategic partnerships.'
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application platforms, and find relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking.
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