Head of Product Management and

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

As a Product Manager on the Billing Data team, you will play a key role in developing and delivering scalable, high-quality solutions that support AssetMark's advisory billing platform. Working cross-functionally with stakeholders across Product, Engineering, Operations, Finance, and Compliance, you will lead product strategy and execution. Acting as the Product Owner, you will define and prioritize features while driving automation, operational efficiency, and platform modernization.

Successful candidates should be highly analytical, comfortable writing SQL, have a history understanding data flows between systems, documenting data mappings, improving processes, and working independently to solve complex business problems.

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
Maintains a high-quality roadmap at least a quarter out

Product Design, Development, & Execution

Independently sketches first draft of user experience

Specifies the platform components required to power new features, including where existing vs new platform capabilities are required

Able to run at least two feature-sized projects in parallel

Provides their engineers business context about their projects and serves as the first line of defense against distractions for their engineers

Uses data and analytics tools to inform decisions

Builds credibility with internal stakeholders by helping them solve for their full outcomes, rather than limiting engagement to the \"product part\" of an issue

Develops a working knowledge of players and developments in our space relevant to their product area

Lead feature planning and prioritization meetings

Understanding of the end-to-end product development process from ideation to launch and iteration.

Familiarity with Agile frameworks, sprint planning, backlog grooming, and working with cross-functional Agile teams.

Uses SQL to analyze production data, to triage errors, and validate requirements.

Understands data flows across systems, and maintains data mapping

Knowledge of how to conduct competitive analysis, user interviews, and usability testing.

Foundational understanding of systems architecture, APIs, databases, and software development processes (especially important for technical product managers).

Proficiency in analyzing data (e.g., using SQL, Excel, or dashboards) to inform product decisions.

Strong written and verbal communication skills for working with executives, customers, and cross-functional teams.

Ability to collaborate effectively with engineering, design, operations, marketing, and other stakeholders.

Committed to delivering products that improve efficiency for customers and enhance user experience.

Ability to manage competing priorities, meet deadlines, and deliver high-quality outcomes under pressure.

Bachelor’s degree: Often in fields such as Business, Computer Science, Engineering, Economics, or a related discipline or equivalent experience.

We are AssetMark, a company on the move, shaping the future of financial services. 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.

Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

Flex Time or Paid Time Off and Sick Time Off

Medical, Dental, Vision - HDHP or PPO

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.

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