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Charlotte, North Carolina, United States
Hybrid
Not Available
AssetMark is building an AI Tiger Team to transform how our 1,000+ employees work, driving productivity, scale, and employee experience across our organization. As Product Manager, Internal AI, you will play a key role in this transformation, supporting the strategy, deployment, and impact of AI tools that will reshape how our teams — from investment professionals to engineers — accomplish their work.
The Job/What You'll Do:
This is a hands-on, technical product role where you'll help design and build AI agents, support enterprise AI tools like Slack and desktop AI assistants, and drive adoption across functions. You'll partner closely with engineering and business stakeholders to identify high-impact opportunities, measure tangible results, and help cultivate a culture of AI-enabled productivity throughout AssetMark.
The ideal candidate is both a technical builder and a strong collaborator—someone who can contribute to building AI agents while also supporting adoption efforts, helping employees become citizen developers solving their own workflow challenges with AI.
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.
Key Responsibilities
Product Ownership & Strategy
Contribute to the product roadmap and execution for AssetMark's internal AI toolkit, including Slack AI, desktop AI assistants, and custom-built AI agents and tools
Partner with stakeholders across the organization to identify and prioritize AI opportunities—from operations to investment teams to engineers to corporate functions
Support development of product requirements and success metrics for AI initiatives, balancing business impact with technical feasibility
Track AI initiatives and support reporting on aggregate impact and resource allocation
Hands-On Development & Implementation
Design, build, publish, and manage AI agents and automation tools using modern AI platforms and APIs
Partner closely with AI engineers on architecture and execution
Develop solutions for business users (operations, investment professionals, corporate functions) and technical teams (engineers, product managers, designers, data scientists, QA)
Support implementation and management of enterprise AI tools, ensuring strong configuration, integration, and user experience
Collaborate with Product Engineering and Data teams to integrate AI capabilities into existing workflows and systems
Impact Measurement & Reporting
Support development of methodologies to quantify AI impact, tracking metrics including hours saved, cost reductions, quality improvements, and employee satisfaction
Help establish baseline measurements and tracking systems for AI initiatives
Contribute to dashboards and reporting mechanisms to communicate progress to leadership and stakeholders
Assist with ROI analysis to guide prioritization and demonstrate business value
Adoption & Change Management
Support organization-wide activation and adoption of AI tools across departments and functions
Develop training materials, documentation, and best practice guides tailored to different user personas
Partner in managing an "AI Champions" program to drive adoption and gather feedback
Help create incentive structures and recognition programs to encourage AI experimentation and citizen development
Build and maintain self-service resources enabling employees to solve workflow challenges with AI tools
Measure and improve adoption rates, user satisfaction, and capability maturity across teams
Ensure employees use AI tools ethically, safely, and responsibly, in adherence with AssetMark’s AI governance framework
Cross-Functional Collaboration
Partner with function leaders to identify pain points and automation opportunities
Collaborate with IT, Security, and Compliance teams to ensure AI implementations meet enterprise standards
Work with HR and Learning & Development on training programs, internal communications, and change management initiatives
Engage with vendors and technology partners to evaluate and integrate AI solutions
Knowledge, Skills, Abilities:
Technical hands-on capability: Experience building and deploying AI agents, automation workflows, and integrations using tools like GPT APIs, LangChain, Zapier, Make, or similar platforms
Product management foundation: Experience contributing to products from discovery through execution and measurement
Data-driven mindset: Strong analytical skills with experience defining metrics and evaluating outcomes
Change management capability: Experience supporting adoption of new technologies across teams with varying technical sophistication
Communication skills: Ability to explain AI concepts clearly to non-technical audiences
Comfort with ambiguity: Able to operate in evolving environments and contribute to building programs from the ground up
User empathy: Understanding of diverse user needs across technical and non-technical roles
Prioritization skills: Ability to balance near-term wins with longer-term opportunities
Education & Experience:
3–5 years of product management experience, with exposure to AI, automation, or internal tools
Hands-on experience building AI applications, agents, or automation workflows
Experience supporting technology adoption initiatives in enterprise environments
Experience working with both technical teams (engineers, data scientists) and business users
Background in financial services, fintech, or wealth management is a plus but not required
Bachelor's degree in Computer Science, Engineering, Business, or related field
Compensation: The Base Salary range for this position is between $122,000-$146,000.
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:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and 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.