Director, GTM, Technology Products

AssetMark Financial Holdings • Concord, CA

4d • Hybrid

About The Position

AssetMark is seeking a go-to-market leader to support the growth of its technology platform and advisor experiences. The Director will translate complex technology into clear value for financial advisors, their clients, and AssetMark teams, connecting Product and Engineering with Marketing, Sales, Operations, and Service. The role focuses on planning launches, communicating product value, preparing demonstrations, 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 in Marketing, Sales, Operations, Service, Product, Design, and Engineering. Candidates must be able to accommodate a hybrid work schedule and be close to AssetMark’s Concord, California, or Charlotte, North Carolina, office. The role is responsible for technology product positioning and messaging, cross-functional launch planning and execution, sales and internal enablement, product experience and creative quality, and market and customer insight.

Success is measured by coordinated launches delivered on agreed dates; sales and service teams’ ability to explain and demonstrate the technology; advisors’ understanding of product value; accurate, clear, visually strong launch materials; useful feedback reaching Product and Engineering; and improved adoption and engagement. The position offers a base salary range of $155,000–$194,000 in Charlotte, NC, or $182,000–$228,000 in Concord, CA, plus eligibility for variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the United States; visa sponsorship is not available.

Requirements

• Bachelor’s degree in marketing, business, communications, or a related field, or equivalent experience.
• 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.
• Strong product marketing, positioning, and go-to-market skills.
• Ability to explain technology clearly to business and advisor audiences.
• Strong writing, presentation, and demonstration skills.
• Good visual judgment and attention to design quality.
• Ability to lead cross-functional work without direct authority.
• Strong planning skills and ability to manage multiple launch activities at once.
• Practical understanding of financial services, fintech, wealth management, or asset management.
• Ability to accommodate a hybrid work schedule and be close to the Concord, CA, or Charlotte, NC, office.
• Must be legally authorized to work in the United States; visa sponsorship is not available.

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 technology products, platform capabilities, and advisor experiences.
• Translate complex product and technical concepts into clear, useful language for advisors and internal teams, tailoring messages to audience needs.
• Develop technology product messaging distinct from investment product and investment strategy marketing.
• Coordinate launch plans across Product, Engineering, Marketing, Sales, Service, and Operations.
• Set launch goals, audiences, messages, materials, owners, and timing with partner teams; track readiness, identify gaps, and help resolve launch issues.
• Plan post-launch adoption activities, including follow-up communications, 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 advisor conversations.
• Gather questions and feedback from Sales, Operations, and advisors and share useful findings with Product and Engineering.
• Review demonstrations, launch materials, and 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, and help teams communicate 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 a 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.
• Eligibility for additional variable incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Director