Director, GTM, Technology Products

Job Description:

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses.

The Opportunity

AssetMark is expanding its technology platform and advisor experiences. We need a go-to-market leader who can turn complex technology into clear value for advisors, their clients, and AssetMark teams.

You will connect Product and Engineering with Marketing, Sales, Operations, and Service. You will help teams plan launches, explain product value, prepare demos, and equip employees who support and sell our services. You will bring strong marketing judgment, a keen eye for design, and a working knowledge of fintech and asset management.

This role reports to the SVP of Product and partners closely with the leaders of Marketing, Sales, Operations, Service, Product, Design, and Engineering.

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

Key Responsibilities:

Technology product positioning and messaging

Define value propositions and messages for AssetMark’s technology products, platform capabilities, and advisor experiences

Turn complex product and technical concepts into clear, useful language for advisors and internal teams

Tailor messages to advisor needs, client needs, and the audiences involved in evaluating, adopting, and using our technology

Develop technology product messaging which is distinct from investment product and investment strategy marketing

Launch planning and execution

Coordinate launch plans across Product, Engineering, Marketing, Sales, Service, and Operations

Set launch goals, audiences, messages, materials, owners, and timing with partner teams

Track launch readiness, raise gaps early, and help teams resolve issues that could affect launch

Plan for adoption after launch, including follow-up communication, education, and feedback

Sales and internal enablement

Partner with Sales and client-facing teams to prepare demos, presentations, product guides, and talking points

Help teams explain how technology fits into advisor workflows and AssetMark’s broader platform

Build and maintain product materials that teams can use in conversations with advisors

Gather questions and feedback from Sales, Operations, and advisors, then share useful findings with Product and Engineering

Product experience and creative quality

Review product demonstrations, launch materials, and other customer-facing content for clarity, consistency, and quality

Partner with Product Design and Marketing to make sure materials reflect the product experience and AssetMark’s brand

Apply strong visual judgment to presentations, demos, and digital content

Help teams show product value through clear workflows, use cases, and examples

Market and customer insight

Build knowledge of advisor needs, fintech trends, wealth management platforms, and the asset management industry

Gather input from advisors and internal teams to improve positioning and launch plans

Monitor competitor activity and market changes that may affect how AssetMark’s technology is understood

Use adoption and engagement data to improve messaging and future launches

Knowledge, Skills, and Abilities

Strong product marketing, positioning, and go-to-market skills

Ability to explain technology in clear language for business and advisor audiences

Strong writing, presentation, and demo skills

Good visual judgment and attention to design quality

Ability to lead work across teams without direct authority

Strong planning skills and ability to manage several launch activities at once

Practical understanding of financial services, fintech, wealth management, or asset management

Education and Experience

Bachelor’s degree in marketing, business, communications, or a related field; equivalent experience may be considered

8 or more years of experience in product marketing, technology marketing, or a related role

Experience launching software products or platform capabilities

Experience creating product positioning, sales materials, presentations, and demos

Experience in financial services, fintech, wealth management, or asset management preferred

Experience coordinating cross-functional teams preferred

How We’ll Measure Success

Launch plans are clear, coordinated, and delivered against agreed dates

Sales and service teams can explain and demonstrate the technology

Advisors understand the product’s value and how it supports their work

Product launch materials are accurate, clear, and visually strong

Product feedback reaches Product and Engineering and informs future improvements

Adoption and engagement improve for the technology products this role supports

Compensation: The Base Salary range for this position is between $155,000-$194,000 in Charlotte, NC and $182,000-$228,000 for Concord, CA.

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.