Director, Engineering Manager

Job Description:

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. Concord, CA or Atlanta, GA 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 initia