Product Manager, Advisor & Client Experience

Job Description:

AssetMark is seeking a Product Manager to join our growing Product & Engineering group and own a critical domain within the Advisor & Client Experience team. You’ll lead high-impact initiatives that improve advisor productivity, unlock revenue opportunities, and strengthen our position as a tech-forward partner to independent advisors.

This role sits at the intersection of product strategy, UX design, and the evolution of our front-end platform. You’ll own a product domain end-to-end and leverage your software development experience to ship iterative improvements while driving towards a long-term platform vision.  

You'll own multiple feature groups, working at the intersection of wealth management, UX, and software design to build products that meaningfully improve outcomes for advisors and their clients.

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.

Key Responsibilities

Product Strategy & Roadmap:

• Develop and maintain a clear, strategically aligned agenda for your product domain

• Create and manage a well-defined backlog for engineering teams that drives execution

• Help translate business strategy into measurable product outcomes and maintain a high-quality, multi-quarter roadmap

• Write actionable user stories that result in meaningful product improvements

Product Design, Development, & Execution:

• Write RFCs for feature enhancements and new features

• Independently sketch first drafts of user experience designs with a strong bias toward intuitive, high-quality UX

• Partner closely with design and front-end engineering to bring experiences to life with high fidelity

• Specify platform components required to power new features, identifying where existing vs. new platform capabilities are needed

• Decompose RFCs into actionable user stories, including work that may span multiple teams

• Track team capacity and proactively manage priorities 1–2 sprints in advance

• Run at least two feature-sized projects in parallel

• Provide engineers with business context and serve as first line of defense against distractions

• Use data and analytics tools to inform product decisions

• Design and execute comprehensive test plans for feature enhancements

Stakeholder & Ecosystem Engagement:

• Build credibility with internal stakeholders by helping them solve for their full outcomes and manage expectations through regular updates and timeline alignment

• Demo all features in your area internally and, with advance notice, externally

• Develop working knowledge of players and developments in the wealth management space relevant to your product area

Leadership & Communication:

• Lead feature planning and prioritization meetings

• Articulate product requirements and decisions clearly to cross-functional teams

• Resolve minor team conflicts and maintain positive momentum

• Demonstrate cross-functional leadership, often persuading without formal authority

• Mentor junior PMs, provide feedback, and build team morale

Knowledge, Skills, Abilities

• Strong analytical thinking and ability to translate business requirements into actionable development work

• Solid understanding of software development principles, APIs, and system integrations

• Proven ability to work effectively with engineering, design, and QA teams

• Experience partnering closely with UX and front-end engineering teams to deliver high-quality user experiences

• Experience with agile development methodologies and sprint planning

• Strong communication skills with ability to adapt messaging for different audiences

• Data-driven approach to decision-making using analytics and customer feedback

• Understanding of wealth management, asset management, or fintech domains

• Ability to manage multiple projects simultaneously while maintaining quality

Education & Experience

• Bachelor's degree in Business, Finance, Economics, Computer Science, or related field

• 3–6 years of product management experience, preferably in fintech or financial services

• Experience writing technical requirements and working closely with engineering teams

• Track record of successfully shipping software products or features

• Experience w