Senior Manager, Investment Product Development and Management

AssetMark•Charlotte, NC

10d•$150,000 - $165,000•Hybrid

About The Position

The Job/What You’ll Do: The Senior Manager, Investment Product Development and Management, will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to drive execution of product initiatives, and help to define the vision, scope, and roadmap for AssetMark’s suite of investment solutions. The Senior Manager will lead product development and management efforts through strategy/ideation, research and design, stakeholder engagement, and final implementation with consideration for product positioning, distribution strategy and campaign management. Products and solutions will span all asset classes, goal orientations, and vehicle structures. In this role, the Senior Manager will leverage their solid understanding of investment products and industry dynamics to drive new product development that helps financial advisors address their client’s investment needs. Our ideal candidate is intellectually curious, loves to work with data and conduct research, has a business-owners mindset, strives for constant improvement, and excels in a highly collaborative culture. This position will require you to develop compelling business cases to help inform business decisions for high-priority projects and new product initiatives. We are seeking qualified applicants who can work in a hybrid model. Our current work model is Monday/Friday remote and Tuesday, Wednesday and Thursday in an AssetMark office. This position is open to the following AssetMark Financial office(s): Charlotte, NC

Requirements

Excellent analytical and financial modeling skills with ability to leverage quantitative and qualitative approaches to develop actionable recommendations. Strong Excel skills are a must
Understanding of financial services industry, particularly with ETF, mutual fund, fixed income and equity investment products and wealth management solutions; experience in supporting financial advisors is highly desired
Proven aptitude to conduct competitive market and product research, including market sizing and product pricing
Experience in leading and implementing major initiatives and ability to manage multiple projects simultaneously are required
Self-motivated, biased toward action, comfortable with operating in fast-paced, changing environment
Excellent written and interpersonal communications skills and able to present effectively to senior management and internal stakeholders. Strong PowerPoint skills are a must
Ability to understand operational and technical complexity, think creatively and strategically to problem solve in order to meet business objectives and client needs
Partners well with colleagues and outside business partners to get work completed
A positive, team oriented, can-do attitude
Bachelor’s Degree is required
Relevant experience in product management, research, or analytic roles within financial services, asset management, banking, Broker-Dealer, TAMP, or RIA preferred.
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Nice To Haves

MBA or CFA preferred, not required

Responsibilities

Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development
Develop subject matter expertise in competitive intelligence in advisory business, understand the competitive landscape in TAMP and BDs in terms of investment product trends, usage and pricing
Create and maintain a forward-looking product and services roadmap, drive new initiatives and support product launch activities including positioning and distribution strategy
Own the complete product life cycle, ensuring it remains competitive and meets long-term strategic direction as well as operational and financial objectives while always emphasizing the overall client experience.
Manage the product pipeline and support planning including, but not limited to, product rationalization and enhancements, product pricing, and profitability analysis
Collaborate with cross-functional business partners to support new launches and platform functionalities associated with our suite of investment products
Educate and engage with AssetMark’s sales team and financial advisors on new investment solutions, structure and use cases to drive adoption