Associate Product Manager

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.

The Opportunity

AssetMark is seeking an Associate Product Manager to join our growing Product & Engineering team. This role offers an opportunity to accelerate a product management career at the intersection of wealth management and software design. We take a fulsome interpretation of the role of a product manager and aim to provide an environment in which passionate product practitioners can advance in their craft, working alongside seasoned product, design, and engineering leaders, and build wealthtech products that make a meaningful impact.

We welcome applicants who are able to adhere to a hybrid work schedule and reside within commuting distance of our Charlotte, NC office.

Key Responsibilities

• Software Product Design: Create detailed product specifications, wireframes, and user stories for wealth management software features
• Technical Requirements: Translate business and user needs into clear technical requirements for engineering teams
• API & Integration Knowledge: Apply and expand understanding of APIs, data models, and system integrations critical to financial technology platforms
• Development Process: Drive agile ceremonies including sprint planning, standups, and retrospectives for assigned feature areas
• Technical Research: Research and recommend new technologies and technical approaches that could enhance AssetMark's wealth management platform
• Technical Testing: Define test plans and validate that software features meet both technical specifications and wealth management requirements
• User Research & Insights: Lead targeted research initiatives to collect and analyze feedback from financial advisors on software usability and digital experience
• Data-Driven Design: Leverage data analytics to inform product decisions and measure software feature performance
• Technical Documentation: Develop and maintain comprehensive technical product documentation, including feature specifications and integration requirements
• Cross-Functional Collaboration: Drive effective collaboration with engineering, design, and QA teams throughout the software development process

Knowledge, Skills, Abilities

• Strong analytical thinking and logical problem-solving capabilities
• Demonstrated ability to translate business requirements into technical specifications
• Solid understanding of software development principles and processes
• Interest in financial markets, investments, or wealth management
• Ability to effectively communicate technical concepts to various audiences
• Strong attention to detail and system thinking
• Proficiency in product analytics and data interpretation
• Technical skills in areas such as SQL, API design, and data modeling
• Collaborative mindset with proven ability to work effectively with engineers and designers
• Demonstrated track record of shipping software products or features
• Knowledge of investment concepts and the wealth and asset management industries, or a passion to learn these areas
• Understanding of software architecture concepts
• Experience with agile development methodologies and product lifecycle management

Education & Experience

• Bachelor's degree in Business, Finance, Economics, Computer Science, or related field or equivalent experience
• 2-5 years of product management experience, preferably in fintech

Why Join AssetMark?

• Advance your technical product management skills while working on software solutions that impact financial advisors and their clients
• Develop specialized expertise at the intersection of wealth management and technology
• Work alongside experienced product and engineering leaders in a collaborative environment focused on professional growth
• Apply your experience with modern software development practices, cloud technologies, and financial data systems
• Expand both your technical depth and financial domain expertise, setting yourself apart in the product management field
• Drive wealth management software features from concept to launch with increasing ownership and autonomy
• Be part of a technically innovative organization focused on digital transformation in the financial advice industry
• Progress your career in technical product management within a growth-focused fintech company

AssetMark values diversity of thought and background and is committed to building an inclusive workplace. We encourage applications from candidates of all backgrounds, including those who are traditionally underrepresented in financial technology.

Compensation: The Base Salary range for this position is between $85,000-$95,000.

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.

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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.