Director, GTM, Technology Products
About The Position
AssetMark is seeking a go-to-market leader to support its expanding technology platform and advisor experiences. The Director will translate complex technology into clear value for financial advisors, their clients, and internal teams, connecting Product and Engineering with Marketing, Sales, Operations, and Service. The role focuses on launch planning, product positioning, demos, and equipping employees who support and sell AssetMark services. It calls for strong marketing judgment, visual design sensibility, and working knowledge of fintech and asset management. The position reports to the SVP of Product and partners closely with leaders across Marketing, Sales, Operations, Service, Product, Design, and Engineering. Candidates must be able to work a hybrid schedule and be located near the Concord, California, or Charlotte, North Carolina, office. Success means delivering coordinated launch plans on agreed dates; enabling Sales and Service teams to explain and demonstrate technology; helping advisors understand product value; producing accurate, clear, visually strong materials; relaying feedback to Product and Engineering; and improving adoption and engagement.
Requirements
- Strong product marketing, positioning, and go-to-market skills.
- Ability to explain technology clearly to business and advisor audiences.
- Strong writing, presentation, and demo skills.
- Good visual judgment and attention to design quality.
- Ability to lead work across teams without direct authority.
- Strong planning skills and ability to manage several launch activities at once.
- Practical understanding of financial services, fintech, wealth management, or asset management.
- Bachelor’s degree in marketing, business, communications, or a related field; equivalent experience may be considered.
- At least 8 years of experience in product marketing, technology marketing, or a related role.
- Experience launching software products or platform capabilities.
- Experience creating product positioning, sales materials, presentations, and demos.
- Legally authorized to work in the United States; visa sponsorship is not available.
- Must be able to accommodate a hybrid work schedule and be near the Concord, CA, or Charlotte, NC, office.
Nice To Haves
- Experience in financial services, fintech, wealth management, or asset management.
- Experience coordinating cross-functional teams.
Responsibilities
- Define value propositions and messaging for AssetMark technology products, platform capabilities, and advisor experiences.
- Translate complex product and technical concepts into clear language tailored to advisors, clients, and internal audiences.
- Develop technology product messaging distinct from investment product and investment strategy marketing.
- Coordinate launch plans across Product, Engineering, Marketing, Sales, Service, and Operations, including goals, audiences, messages, materials, owners, and timing.
- Track launch readiness, identify gaps early, and help partner teams resolve issues that could affect launches.
- Plan post-launch adoption activities, including follow-up communication, education, and feedback.
- Prepare demos, presentations, product guides, and talking points with Sales and client-facing teams.
- Help teams explain how technology fits into advisor workflows and AssetMark’s broader platform.
- Build and maintain product materials for conversations with advisors.
- Gather questions and feedback from Sales, Operations, and advisors, and share useful findings with Product and Engineering.
- Review product demonstrations, launch materials, and other customer-facing content for clarity, consistency, and quality.
- Partner with Product Design and Marketing to ensure materials reflect the product experience and AssetMark brand.
- Apply visual judgment to presentations, demos, and digital content, showing product value through workflows, use cases, and examples.
- Build knowledge of advisor needs, fintech trends, wealth management platforms, and the asset management industry.
- Gather input from advisors and internal teams to improve positioning and launch plans.
- Monitor competitor activity and market changes that may affect how AssetMark technology is understood.
- Use adoption and engagement data to improve messaging and future launches.
Benefits
- Flex time or paid time off and sick time off.
- 401(k) with 6% employer match.
- Medical, dental, and vision insurance, with HDHP or PPO options.
- Employer HSA contribution for HDHP participants.
- Volunteer time off.
- Career development and recognition.
- Fitness reimbursement.
- Hybrid work schedule.
- Additional variable incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Director
