Director, Product Management

AssetMark Financial Holdings•Charlotte, NC
•Hybrid

About The Position

AssetMark is seeking a Director, Platform Product Management to lead application data services within its technology ecosystem. The role owns the strategic direction and execution of analytics, securities, entitlements, and models data pipelines and APIs, ensuring they support the company’s broader growth objectives. The Director partners with engineering, design, sales, marketing, operations, and application teams to turn business needs into scalable platform solutions and deliver a seamless, impactful user experience for financial advisors and their clients. The position includes defining product vision and roadmaps, designing canonical data models, APIs, and Snowflake data pipelines, and using market research, analytics, user research, and customer feedback to improve products. The Director also presents plans and performance to senior stakeholders and manages and mentors product managers. Candidates must be able to work a hybrid schedule and be located near AssetMark’s Charlotte, North Carolina office. Candidates must be legally authorized to work in the United States; visa sponsorship is not available.

Requirements

  • At least 8 years of product management experience.
  • Proven ability to define and execute canonical data model design and APIs.
  • Strong technical acumen, including the ability to discuss APIs, cloud architectures, and engineering trade-offs with developers.
  • Excellent communication and stakeholder management skills, including the ability to translate technical concepts into clear business insights.
  • A data-driven approach to decision-making, using analytics and customer feedback to support continuous product improvement.
  • Experience working closely with application teams to create data services.
  • Experience leading and mentoring product managers.
  • Must be legally authorized to work in the United States; visa sponsorship is not available.
  • Must be able to accommodate a hybrid work schedule and be close to the Charlotte, North Carolina office.

Nice To Haves

  • Strong understanding of wealth management, asset management, or fintech.

Responsibilities

  • Own the vision, strategy, and roadmap for entitlements, securities, analytics, and models platform services.
  • Partner with Product Engineering to define data platform requirements and ensure strong technical foundations and scalable architectures.
  • Conduct market research and gather customer feedback to identify opportunities for innovation and improvement.
  • Build and maintain a multi-year product roadmap, prioritizing initiatives based on business impact, user needs, and technical feasibility.
  • Analyze legacy and future use cases to design and implement canonical data models, APIs, and Snowflake data pipelines.
  • Collaborate with Sales, Marketing, Operations, and Application teams to support successful go-to-market execution and adoption.
  • Use analytics, user research, and partner feedback to refine data products and optimize performance.
  • Present product plans, updates, and performance metrics to senior leadership and other stakeholders.
  • Manage and mentor product managers and foster a high-performance, customer-focused product culture.

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
  • HSA with employer contribution for HDHP participants
  • Volunteer time off
  • Career development and recognition
  • Fitness reimbursement
  • Hybrid work schedule
  • Additional variable incentive compensation
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