AssetMark

Account Manager

• Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships
• Build relationships with RIA firms, branches, and advisors, serving as a trusted partner and knowledgeable resource on the Adhesion platform
• Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding
• Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options
• Lead consultative conversations promoting Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs
• Maintain familiarity with the industry, trends, and solutions that enhance Adhesion's platform and offering to advisors
• Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs
• Spend 50% plus of activity proactively, with 50% plus in-territory travel, in-person meetings, and electronic client interfaces including video calls, email campaigns, and phone campaigns
• Forecast results, maintain a forward-looking pipeline, and deliver against sales goals
• Perform other duties as assigned

Regional Strategic Relationship Manager

Product Manager

• Own the custodial data and operations platform with full strategic accountability
• Define product roadmaps and vision, maintaining 12-month roadmaps
• Ensure engineering teams are productively deployed and aligned with strategic objectives
• Lead cross-functional teams to deliver complex initiatives such as straight-through processing for account opening and money movement
• Design significant and complex new features and independently specify platform enhancements
• Decompose complex product ideas into actionable user stories and lead feature development across multiple teams
• Track and forecast team capacity and resolve conflicts in advance
• Run multiple complex projects in parallel while maintaining quality and timeline commitments
• Maintain strong knowledge of the technology stack and architecture
• Use data and technical insights to drive strategic decisions
• Manage and develop multiple product managers
• Assess product, design, engineering, and QA candidates of equivalent or lower seniority
• Demonstrate features internally and externally
• Develop knowledge of the competitive landscape and industry developments
• Represent product capabilities and roadmap in high-stakes internal discussions
• Improve SDLC processes and evangelize adoption across teams

Senior Product Manager

Events

• Lead AssetMark's enterprise events function and oversee the event portfolio, planning framework, operational processes, and execution standards
• Lead, coach, and develop a high-performing team of event leads
• Establish roles, responsibilities, accountability, standardized processes, templates, project plans, and operating rhythms
• Lead portfolio prioritization and resource planning across the event calendar
• Drive project management discipline, including milestones, risks, dependencies, and stakeholder communications
• Partner with Creative, Marketing, Sales, Product, Executive Leadership, Finance, Procurement, Brand, and Experience Design teams
• Align event strategy, attendee experience, brand expression, messaging, and environmental design
• Own the annual corporate events budget across marquee, series, and sponsored events
• Develop budget planning, forecasting, tracking, and reporting processes
• Monitor event investments, optimize costs, negotiate efficiencies, and maximize return on investment
• Establish portfolio-level reporting measuring event performance, attendee outcomes, budget utilization, and business impact
• Develop strategic relationships with agencies, production partners, venues, and key vendors
• Evaluate vendor selection, contract strategy, and partner performance
• Collaborate with Procurement to optimize sourcing strategies and vendor partnerships
• Improve team operations through retrospective reviews, process optimization, and knowledge sharing

Director, Event Management

Manager

• Lead product strategy and platform enhancements for the Advisor Managed offering, including AMP and AAS
• Serve as the primary advocate for advisors and firms that actively manage client portfolios
• Gather, prioritize, and translate business needs into platform requirements
• Define, maintain, and communicate the platform product roadmap
• Align enhancements with investment strategy, advisor productivity, client experience, and compliance priorities
• Identify opportunities to improve portfolio construction, model management, trading, reporting, and platform capabilities
• Develop business requirements, user stories, and feature priorities
• Collaborate with Product and Engineering teams to design and deliver platform capabilities
• Guide features from discovery and requirements definition through delivery, launch, and continuous improvement
• Evaluate workflows and define future-state requirements
• Drive enhancements to functionality, automation, scalability, and ease of use
• Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders
• Coordinate decision-making across teams throughout the product development lifecycle
• Support rollout and adoption of new platform capabilities
• Develop user documentation, training materials, best practices, and enablement resources
• Track platform usage, advisor productivity, workflow efficiency, and channel feedback
• Use data, user feedback, and performance insights to refine capabilities and prioritize enhancements
• Lead or support performance improvement initiatives tied to measurable business outcomes
• Represent the Advisor Managed Channel in governance meetings and platform investment decisions
• Partner on oversight tools, trade supervision, client suitability controls, and related requirements
• Help ensure capabilities meet applicable regulatory and operational standards
• Deliver a prioritized product roadmap, documented requirements, workflow recommendations, adoption plans, performance metrics, and platform enhancements

Channel Manager

• Manage a set number of Gold Advisor relationships, providing personalized service and proactive training and communications on new platform initiatives
• Partner with Gold Service Specialist, Gold New Business, and Gold Operations peers to serve Gold offices
• Manage service relationships between outside Sales Consultants, internal Sales Consultants, and assigned Advisors
• Travel occasionally to Advisor offices for onsite meetings and relationship-building initiatives
• Monitor outstanding trading exception issues and work with Custodians to resolve them
• Evaluate day-to-day activities for process improvement opportunities, communicate outages, offer solutions, and make improvements
• Participate in departmental process improvement initiatives and assigned duties
• Report AssetMark deficits to the Customer Experience Group and communicate progress to Advisors until resolution
• Provide Advisors feedback regarding implemented corporate policy and procedure changes

Gold Relationship Manager

Account Executive

• Serve as the primary internal sales partner to the assigned Regional Retirement & SDBA Business Development Consultant
• Develop and execute coordinated territory strategies with target advisors, opportunities, and sales activities
• Prepare the Regional Consultant for advisor meetings, opportunity reviews, finalist presentations, and strategic partner discussions
• Conduct proactive outbound outreach to financial advisors to identify and develop retirement plan opportunities
• Gather plan information, understand advisor objectives, and determine next steps
• Coordinate benchmarking, proposal development, investment comparisons, and other sales resources
• Educate advisors on AssetMark’s retirement plan fiduciary solutions, investment options, and value proposition
• Identify and develop Self-Directed Brokerage Account opportunities and support the SDBA sales process
• Maintain accurate retirement plan and SDBA opportunity pipelines in Salesforce
• Track next steps, close dates, estimated assets, contacts, proposals, milestones, and sales activity
• Conduct pipeline reviews and support accurate sales forecasting
• Build relationships with financial advisors, AssetMark teams, recordkeepers, and DCIO partners
• Participate in advisor meetings, webinars, educational events, and sales presentations
• Execute targeted outbound campaigns and follow up on marketing campaigns, referrals, events, and inbound leads
• Coordinate sales materials, proposals, benchmarking analyses, onboarding, and implementation handoffs
• Communicate advisor feedback, competitive intelligence, and marketplace trends to leadership
• Maintain expertise in retirement plans, SDBAs, recordkeeping platforms, regulatory developments, and competitive offerings

Internal Retirement, SDBA Sales Consultant

Client Services Representative

• Lead, coach, and develop a team of four to eight Client Support Specialists
• Build a positive, collaborative, and accountable team culture
• Train team members on service standards, processes, tools, and best practices
• Develop and improve service processes and workflows to increase consistency and efficiency
• Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service
• Identify performance gaps, root causes, and improvement opportunities; partner with colleagues and leadership to implement corrective actions
• Serve as the primary escalation point for complex advisor and client service issues
• Resolve client concerns promptly while reinforcing a high-quality, client-focused service experience
• Develop a deep understanding of advisor and client needs to continuously improve the client experience
• Build strong partnerships with internal teams to support timely issue resolution and ongoing service improvement
• Ensure team readiness for new capabilities and product launches
• Work alongside the team to resolve complex client service issues
• Communicate information clearly and proactively to RIA leadership and clients
• Facilitate prompt and effective resolutions
• Help team members understand the broader purpose of their work