Director, Engineering Manager

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.

The Opportunity

AssetMark is seeking an experienced Director, Engineering Manager to focus on our Adhesion business and lead an engineering team for portfolio management and trading. In this role, you will be responsible for building, managing, and developing a high-performing team of engineers while driving architectural decisions and technical execution for our portfolio management and trading systems. As a key leader within the engineering organization, you will partner closely with a Director of Product to translate business requirements into technical solutions that advance AssetMark's wealth management platform capabilities, with specific focus on portfolio management, order management, and trading technology.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Key Responsibilities

• Team Leadership & Development: Build, manage, and develop a team of 10-15 engineers, fostering a culture of technical excellence, collaboration, and continuous improvement
• Technical Strategy & Architecture: Drive architectural decisions aligned with AssetMark's technology roadmap, ensuring solutions are scalable, maintainable, and aligned with our platform product strategy, particularly for portfolio management and trading systems
• Delivery Excellence: Oversee the successful delivery of software initiatives, managing complex projects from concept to implementation while maintaining high quality standards
• Product Partnership: Collaborate closely with the Director of Product and other stakeholders to translate business requirements into technical solutions, balancing short-term needs with long-term platform vision
• Engineering Practices: Establish and enforce engineering best practices, coding standards, and quality assurance processes that elevate team performance
• Execution: Optimize team performance through effective sprint planning, resource allocation, and removal of delivery obstacles
• Talent Management: Lead recruiting efforts for your team, conduct performance evaluations, develop career paths, and create growth opportunities for team members
• Innovation & Continuous Improvement: Champion innovation within your team while implementing processes that drive continuous improvement in team productivity and code quality

Knowledge, Skills, Abilities:

• Deep understanding of wealth management or investment management, including pre-trade and post-trade workflows, reconciliation, optimization, risk models, and tax management
• Proven track record implementing and integrating technology for portfolio management, order management, and trading systems
• Experience building or working with PMS (Portfolio Management Systems), OMS (Order Management Systems), and/or EMS (Execution Management Systems)
• Strong technical background with experience implementing modern software architectures, including microservices, APIs, and cloud-native applications
• Experience modernizing legacy systems and leading technical transformation initiatives
• Excellent communication skills with ability to translate complex technical concepts for various audiences
• Track record of successful collaboration with product management and business stakeholders
• Experience implementing and optimizing agile development methodologies

Qualifications & Experience

• 8+ years of software engineering experience with 4+ years in engineering management roles
• Experience leading teams of 10+ engineers in a product-oriented environment
• Experience building technology solutions for portfolio management, trading, or investment operations
• Bachelor's degree in Computer Science, Engineering, or related field, or equivalent experience

Why Join AssetMark?

• Make significant impact by leading key technology initiatives at a growing wealth management platform
• Work with a collaborative leadership team committed to transforming the advisor technology landscape
• Drive the development of innovative solutions that empower financial advisors and their clients
• Lead a talented engineering team with opportunities to shape engineering culture and practices
• Advance your career in a supportive environment that values technical excellence and leadership
• Comprehensive benefits package including competitive compensation, healthcare, and retirement plans

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 technology

Compensation: The Base Salary range for this position is between $160,000-$180,000.

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.