Senior Vice President, Head of Investment Platform Strategy & Management

Job Description: Job Description AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. We provide investment, technology, and practice management solutions that help advisors grow their businesses and deliver better outcomes for their clients. The Head of Investment Platform Strategy & Management is a senior leadership role responsible for defining and executing AssetMark's enterprise-wide investment platform strategy. This leader will drive the evolution of AssetMark's wealth platform across managed accounts, model portfolios, unified managed accounts, alternatives, private markets, tax-managed solutions, and high-net-worth offerings. The role combines strategic vision, commercial leadership, partner management, and organizational leadership to accelerate growth, advisor adoption, and platform differentiation. Reporting to the Executive Vice President, Wealth Solutions, this individual will partner closely with executive leadership, sales, marketing, technology, operations, compliance, and investment teams to deliver innovative solutions that meet the evolving needs of advisors and investors. We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Responsibilities Platform Strategy & Innovation Define and execute a multi-year vision and roadmap for AssetMark's investment platform. Lead the development of platform capabilities spanning model portfolios, SMAs, UMAs, alternatives, private markets, tax-managed solutions, and high-net-worth offerings. Evaluate market trends, competitive dynamics, advisor needs, and emerging technologies to identify growth opportunities and strategic investments. Advance AssetMark's platform from a traditional TAMP model to a comprehensive advisor-centric wealth management platform. Ensure platform experiences are intuitive, scalable, and aligned with advisor and client expectations. Commercial Strategy & Business Growth Own platform pricing strategy, product packaging, and fee model optimization. Drive growth across key business metrics including assets under management, advisor acquisition, advisor retention, platform adoption, revenue per advisor, and share of wallet. Develop business cases and investment priorities that support long-term platform growth and profitability. Partner with Sales and Marketing to develop positioning, value propositions, and go-to-market strategies. Establish performance metrics and accountability frameworks to measure platform success. Product Management & Execution Translate strategic objectives into actionable product roadmaps and execution plans. Prioritize initiatives and allocate resources across competing business opportunities. Lead cross-functional execution across technology, operations, compliance, PMO, and investment teams. Establish product governance and lifecycle management practices that support speed, quality, and accountability. Drive operational excellence and continuous improvement across the product organization. Advisor Segment Leadership Ensure platform capabilities effectively serve multiple advisor channels including RIAs, independent broker-dealers, hybrid advisors, and enterprise relationships. Align platform offerings to the needs of diverse client segments, including mass affluent and high-net-worth investors. Identify and address platform gaps related to changing advisor business models, economics, and client expectations. Create differentiated solutions that support advisor growth and deepen client engagement. Partner & Ecosystem Management Serve as executive relationship leader for strategic asset managers, sub-advisors, platform providers, and technology partners. Negotiate and strengthen partnerships that create long-term enterprise value. Evaluate opportunities for co-development, strategic distribution arrangements, and platform expansion. Represent AssetMark with industry partners, advisory boards, conferences, and external stakeholder groups. Leadership & Talent Development Lead, coach, and develop a high-performing team of product and platform professionals. Build organizational capabilities that support AssetMark's future growth objectives. Foster a culture of innovation, accountability, collaboration, and continuous learning. Partner with senior leaders across Wealth Solutions and the broader organization on strategic planning and resource allocation. Serve as a key member of the Wealth Solutions leadership team. Knowledge, Skills, and Abilities Deep understanding of wealth management platforms, managed account programs, and advisor business models. Strong commercial acumen with experience driving revenue growth, pricing strategy, and platform economics. Demonstrated ability to build and execute enterprise-level product strategies. Exceptional leadership, communication, and stakeholder management skills. Experience influencing executive leadership teams, boards, and external partners. Strong analytical and strategic thinking capabilities with the ability to balance vision and execution. Ability to thrive in a complex, highly matrixed organization. Strong understanding of regulatory and operational considerations within wealth management. Education & Experience Required Qualifications Bachelor's degree in Business, Finance, Economics, or a related field. 15+ years of experience in wealth management, asset management, financial services, or related industries. Significant experience leading investment platform strategy, managed account programs, product management, or wealth solutions businesses. Experience owning business performance, platform economics, pricing strategy, or P&L accountability. Demonstrated success leading large-scale platform transformation initiatives. Proven experience managing and developing high-performing teams. Experience working cross-functionally across sales, technology, operations, compliance, marketing, and investment functions. Preferred Qualifications MBA, CFA, CFP, CIMA, or other advanced professional designation. Experience with alternatives, private markets, direct indexing, tax-managed solutions, or high-net-worth investment offerings. Experience integrating acquired businesses, products, or platforms. Experience serving multiple advisor distribution channels, including RIAs and independent broker-dealers. Leadership Competencies Strategic mindset with the ability to anticipate market trends and position the business for long-term success. Strong business and financial acumen. Customer-centric approach with a deep understanding of advisor and investor needs. Ability to influence across organizational boundaries and drive alignment among diverse stakeholders. Results-oriented leader who balances innovation with execution. Collaborative and inclusive leadership style that develops talent and fosters engagement. Compensation: The Base Salary range for this position is between $300,000-$330,000. 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. #LI-hybrid #LI-JM1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 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 As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.