Vice President, Head of Platform Product

Job Description:

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.

The Opportunity

AssetMark is seeking a VP, Head of Platform Product to lead the product strategy and vision for our foundational technology platform. This senior leadership role will collaborate closely with the VP, Head of Platform Engineering to conceptualize, design, and deliver a robust, scalable platform of services and APIs that will underpin our entire product estate and enable our next phase of growth.

The ideal candidate is a seasoned product leader with deep experience in platform strategy, API product management, and data-driven decision making. This role requires a strategic thinker who can identify and unlock commercial opportunities through platform capabilities while evangelizing platform-first thinking across the organization. You will partner with key stakeholders to develop a unified vision for AssetMark's platform architecture and create a roadmap that maximizes business value and competitive advantage.

As the Head of Platform Product, you will establish and lead a product management function focused on platform components, developer experience, and enterprise-wide data governance. Your work will create the foundation that accelerates product development across the organization while ensuring consistency, reliability, and scalability.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Key Responsibilities

• Commercial Opportunity Identification: Identify and prioritize platform capabilities that unlock new revenue streams, enhance existing offerings, and create sustainable competitive advantages
• Platform Product Strategy: Define the vision, strategy, and roadmap for AssetMark's platform products that directly support business growth objectives
• Cross-Functional Leadership: Partner closely with the Head of Platform Engineering to align product strategy with technical architecture and implementation
• Data Modeling Excellence: Lead the definition of canonical data models that enable seamless data flow throughout the enterprise while maintaining integrity and security
• API Design Leadership: Establish API design standards that balance usability, performance, and flexibility while supporting diverse commercial use cases
• Platform Evangelism: Coach product teams across the organization on platform-first approaches to product design and development
• Enablement & Education: Develop comprehensive training programs and resources to elevate platform thinking and capabilities across the entire product organization
• Stakeholder Management: Engage with leadership across product, engineering, and business units to align platform capabilities with organizational needs
• Platform Adoption: Develop strategies to drive platform adoption across product teams, including creating compelling documentation, developer portals, and enablement programs
• Requirements Definition: Create clear product requirements for platform components that balance technical feasibility, business needs, and user experience
• Metrics & Analytics: Establish key metrics for platform success and implement systems to track adoption, performance, and business impact
• Team Development: Build and lead a team of platform product managers focused on different aspects of the platform ecosystem

Knowledge, Skills, Abilities:

• Proven track record identifying and realizing commercial opportunities through platform capabilities
• Deep expertise in data modeling, ontology development, and enterprise information architecture
• Expert knowledge of API design principles, patterns, and best practices for enterprise platforms
• Demonstrated success coaching and evangelizing platform approaches across product organizations
• Strong background in wealth management, asset management, or financial services technology
• Experience leading organizational transformation to platform-centric models
• Expertise in building and mentoring high-performing product teams

Education & Experience

• 12+ years of product management experience with at least 6+ years leading platform product initiatives
• Bachelor's degree in Business, Computer Science, or related field; advanced degree preferred or equivalent experience

Leadership Capabilities

• Strategic vision with ability to connect platform capabilities to commercial opportunities
• Exceptional communication skills with proven ability to evangelize technical concepts across diverse audiences
• Strong executive presence with demonstrated success influencing senior leadership and driving organizational change
• Coaching mindset with focus on elevating platform thinking throughout the product organization
• Collaborative approach with emphasis on partnership across product, engineering, and business functions
• Data-driven decision making with focus on measurable business outcomes and commercial impact

Why Join AssetMark?

• Unique opportunity to shape the product foundation that will drive AssetMark's next phase of growth
• Executive leadership role with significant influence on product strategy and commercial success
• Build and lead a specialized product function focused on platform capabilities that unlock business value
• Apply deep expertise in data modeling and API design in a domain-rich financial services context
• Coach and develop product leaders across the organization to adopt platform-first thinking
• Drive digital transformation in a growth-oriented, private equity-backed environment
• Create meaningful impact for financial advisors and ultimately the end clients they serve

If you are a visionary product leader passionate about building commercially valuable platform products and transforming organizations through platform thinking, we invite you to apply and help shape the future of AssetMark's technology foundation.

Compensation: The Base Salary range for this position is between $210,000-$240,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.