Product Manager, Advisor & Client Experience

AssetMark•Charlotte, NC

1d•$97,000 - $122,000•Hybrid

About The Position

AssetMark is seeking a Product Manager to join our growing Product & Engineering group and own a critical domain within the Advisor & Client Experience team. You’ll lead high-impact initiatives that improve advisor productivity, unlock revenue opportunities, and strengthen our position as a tech-forward partner to independent advisors. This role sits at the intersection of product strategy, UX design, and the evolution of our front-end platform. You’ll own a product domain end-to-end and leverage your software development experience to ship iterative improvements while driving towards a long-term platform vision. You'll own multiple feature groups, working at the intersection of wealth management, UX, and software design to build products that meaningfully improve outcomes for advisors and their clients. We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Requirements

Strong analytical thinking and ability to translate business requirements into actionable development work
Solid understanding of software development principles, APIs, and system integrations
Proven ability to work effectively with engineering, design, and QA teams
Experience partnering closely with UX and front-end engineering teams to deliver high-quality user experiences
Experience with agile development methodologies and sprint planning
Strong communication skills with ability to adapt messaging for different audiences
Data-driven approach to decision-making using analytics and customer feedback
Understanding of wealth management, asset management, or fintech domains
Ability to manage multiple projects simultaneously while maintaining quality
Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
3–6 years of product management experience, preferably in fintech or financial services
Experience writing technical requirements and working closely with engineering teams
Track record of successfully shipping software products or features
Experience with user research and data analysis to inform product decisions

Responsibilities

Product Strategy & Roadmap: Develop and maintain a clear, strategically aligned agenda for your product domain
Create and manage a well-defined backlog for engineering teams that drives execution
Help translate business strategy into measurable product outcomes and maintain a high-quality, multi-quarter roadmap
Write actionable user stories that result in meaningful product improvements
Product Design, Development, & Execution: Write RFCs for feature enhancements and new features
Independently sketch first drafts of user experience designs with a strong bias toward intuitive, high-quality UX
Partner closely with design and front-end engineering to bring experiences to life with high fidelity
Specify platform components required to power new features, identifying where existing vs. new platform capabilities are needed
Decompose RFCs into actionable user stories, including work that may span multiple teams
Track team capacity and proactively manage priorities 1–2 sprints in advance
Run at least two feature-sized projects in parallel
Provide engineers with business context and serve as first line of defense against distractions
Use data and analytics tools to inform product decisions
Design and execute comprehensive test plans for feature enhancements
Stakeholder & Ecosystem Engagement: Build credibility with internal stakeholders by helping them solve for their full outcomes and manage expectations through regular updates and timeline alignment
Demo all features in your area internally and, with advance notice, externally
Develop working knowledge of players and developments in the wealth management space relevant to your product area
Leadership & Communication: Lead feature planning and prioritization meetings
Articulate product requirements and decisions clearly to cross-functional teams
Resolve minor team conflicts and maintain positive momentum
Demonstrate cross-functional leadership, often persuading without formal authority
Mentor junior PMs, provide feedback, and build team morale