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.
The Opportunity
AssetMark is seeking a Senior Product Manager to join our growing Product & Engineering group and own a critical domain within the Salesforce product team. You will own and evolve all Service Cloud capabilities — ensuring our service workflows, case management processes, and advisor support tools operate with excellence. This senior role involves owning Salesforce Service Cloud end-to-end, defining product roadmaps and vision, and leading cross-functional teams to deliver major product initiatives and working to continually improve our current platform. You'll work at a strategic level while maintaining hands-on execution excellence. This role sits at the intersection of product strategy, design, and the evolution of our Salesforce platform.
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 Strategy & Roadmap:
- Serve as the primary owner of Salesforce Service Cloud capabilities, ensuring the platform meets the evolving needs of service and operations teams.
- Define and continually refine the product roadmaps and vision for Service Cloud features and capabilities
- Ensure engineering teams are productively deployed and aligned with strategic objectives
- Lead cross-functional teams to deliver complex product initiatives
- Contribute actively to strategy and roadmap development for other parts of the product estate
- Write actionable user stories that result in meaningful product improvements
Product Design, Development, & Execution:
- Partner with operations, service, and support leaders to design and continually improve service workflows, leveraging Salesforce best practices.
- Design significant and complex new features that may require new platform patterns
- Independently design user experiences and specify shovel-ready platform enhancements
- Decompose complex product ideas into actionable user stories and lead feature development across multiple teams
- Track and forecast team capacity, resolving conflicts a quarter or more in advance
- Run multiple complex projects in parallel while maintaining quality and timeline commitments
- Quickly ramp up and contribute to other parts of the product estate as needed
- Fiercely protect engineering time to focus on designing, developing, and shipping product
- Maintain strong knowledge of technology stack and architecture for your product area
- Leverage data and technical insights independently to drive strategic decisions
Stakeholder & Ecosystem Engagement:
- Act as the product leader for Salesforce service capabilities, representing needs and constraints of service and support functions in all roadmap discussions.
- Serve as a trusted partner sought after by internal stakeholders
- Own one or more internal stakeholder relationships at senior levels
- Demo all features in your area internally and externally, adapting to audience and purpose
- Develop comprehensive knowledge of competitive landscape and industry developments
- Represent product capabilities and roadmap in high-stakes internal discussions
Leadership & Communication:
- Excel in cross-functional leadership, building consensus and driving alignment across departments
- Mentor and develop junior product managers, providing feedback and building team capabilities
- Assess product, design, engineering, and QA candidates of equivalent or lower seniority
- Communicate effectively with executive leadership, tailoring messages from technical details to high-level summaries
- Identify opportunities to improve SDLC processes and evangelize adoption across teams
Knowledge, Skills, Abilities
- Deep understanding of Salesforce Service Cloud, including Case Management, Omni‑Channel, Knowledge, Digital Engagement, CTI integrations, Chat, and Service Console best practices.
- Proven ability to define and execute comprehensive product strategies for complex products
- Strong technical acumen including understanding of software architecture, APIs, and engineering trade-offs
- Excellent stakeholder management and communication skills across all organizational levels
- Data-driven decision making with advanced analytics and customer insight capabilities
- Experience leading cross-functional teams and driving results without formal authority
- Deep understanding of wealth management, asset management, or fintech industries
- Ability to balance strategic thinking with hands-on execution excellence
Education & Experience
- Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
- 5–8 years of product management experience with demonstrated progression in scope and impact, preferably in fintech or financial services
- 4+ years of product management experience related to Salesforce
- Experience owning complete products or major product areas end-to-end
- Track record of successfully leading cross-functional teams and complex product initiatives
- Experience mentoring and developing junior product management talent
- Prior experience in a customer service, operations, or advisor support domain is a strong plus.
- Salesforce certifications (Admin, Platform App Builder, Service Cloud Consultant) are nice‑to‑have but not required.
Why Join AssetMark?
- Own meaningful features that directly impact financial advisors and their clients
- Work on the core experiences that define how advisors and clients interact with AssetMark
- Partner deeply with design and engineering to craft best-in-class digital experiences
- Work in a collaborative environment with experienced product and engineering leaders
- Develop specialized expertise at the intersection of wealth management and technology
- Drive product features from concept to launch with significant ownership and autonomy
- Be part of a mission-driven organization focused on empowering financial advisors
Compensation: The Base Salary range for this position is between $140,000-$160,000.
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.
