Channel Manager, Advisor Managed Portfolios
About The Position
AssetMark is seeking a dynamic Channel Manager to lead the growth and evolution of our Rep as Portfolio Manager platform, Advisor Managed Portfolios (AMP). This role sits at the intersection of product strategy, advisor relationships, and commercial execution — making it ideal for someone who thrives on solving complex problems through collaboration and technology. You'll serve as a key internal voice for the Advisor Managed Portfolios, partnering across Sales, Technology, Operations, and Compliance to shape the AMP roadmap and drive meaningful outcomes for advisors, broker-dealer partners, and their clients. This role is hybrid and open to candidates near Concord, CA | Charlotte, NC | Chicago, IL | Atlanta, GA | Phoenix, AZ
Requirements
- 3+ years of experience in financial services, with hands-on experience with advisor-facing trading tools and/or investment management; demonstrated track record of driving commercial outcomes through product management or channel partnerships
- Strong knowledge of financial markets, including ETFs, mutual funds, fixed income, and equities
- Deep understanding of separately managed accounts (SMAs) and UMA structures in the context of portfolio management
- Sharp analytical and problem-solving skills — comfortable working with both quantitative data and qualitative feedback to drive decisions
- Excellent written and verbal communication skills; able to present recommendations clearly to audiences ranging from advisors to senior executives
- Ability to build credibility quickly with sales teams, advisors, and external partners
- Proficiency in Excel and PowerPoint
- Bachelor's degree required
- Candidates must be legally authorized to work in the US to be considered.
- We are unable to provide visa sponsorship for this position.
Responsibilities
- Channel Advocacy & Advisor Engagement
- Product Strategy & Roadmap Ownership
- Workflow Optimization
- Cross-Functional Collaboration
- Performance Monitoring & Continuous Improvement
- Risk & Compliance Alignment
Benefits
- Flex Time or Paid Time Off and 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
