Director, Wealth Planning Solutions

Job Description:

Director, Wealth & Planning Solutions 

The Job/What You'll Do

The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc.  In this capacity, the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients partnering with AssetMark.  If you’ve been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career. 

The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors’ needs.  The Director will take over two existing products, AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions.  In this role you’ll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors’ value proposition beyond solely delivering asset management services.   

A well-qualified candidate will be able to lead a team, think flexibly and strategically, and partner effectively across the organization to execute on the strategic roadmap.  You excel in a fast-paced, challenging, collaborative and “hands-on” environment where everyone is in-it-together. 

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA or Charlotte, NC.

Key responsibilities of the position include: 

• Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for AssetMark’s wealth and planning solutions. 

• Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting 

• Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams. 

• Take ownership of existing offerings, including AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable—with a mandate to grow and expand these solutions. 

• Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs. 

• Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management. 

• Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and