Director, Wealth Planning Solutions

Director, Wealth & Planning Solutions

The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients partnering with AssetMark. If you've been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career.

The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors' needs. The Director will take over two existing products, AssetMark's Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions. In this role you'll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors' value proposition beyond solely delivering asset management services.

A well-qualified candidate will be able to lead a team, think flexibly and strategically, and partner effectively across the organization to execute on the strategic roadmap. You excel in a fast-paced, challenging, collaborative and "hands-on" environment where everyone is in - it - together.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices : Concord, CA or Charlotte, NC.

Key responsibilities of the position include :

• Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for AssetMark's wealth and planning solutions.
• Effectively manage and communicate product vision, strategy, OKR / KPIs and reporting.
• Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams.
• Take ownership of existing offerings, including AssetMark's Securities Backed Line of Credit (SBLOC) and AssetMark Charitablewith a mandate to grow and expand these solutions.
• Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs.
• Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management.
• Partner with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams.
• Craft & execute clear pipeline plans to research / analyze issues, explore new ideas and solutions, and drive decision making.
• Support sales efforts by championing the solution set across distribution channels and addressing product competitiveness and positioning with in target client segments.
• Lead and support the development of junior staff, fostering collaboration and a high-performance culture.

Knowledge / Skill Requirements :

Additional Requirements :

Education / Experience :

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

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.

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