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Director, Wealth Planning Solutions

Director, Wealth Planning Solutions

AssetMarkConcord, CA, US
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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 :

  • Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account. Private banking experience is a plus.
  • Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts.
  • Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight.
  • Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required.
  • Excellent analytical and financial modeling skills; able to combine quantitative and qualitative approaches to develop strategic recommendations.
  • Demonstrated ability to manage and deliver complex projects on time and within budget.
  • Self-motivated and results-oriented, with a strong bias for action and ability to lead workstreams from start to finish with limited oversight.
  • Ability to evaluate risks and the impact of decisions on an overall organization.
  • Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences.
  • Thrives in a fast-paced, dynamic environment with a strong team orientation and collaborative mindset, and a quickly changing atmosphere.
  • Positive, solutions-focused attitude, team oriented, and can-do attitude.

    • Additional Requirements :

  • Limited travel approximately 10-15% depending on the business needs.

    • Education / Experience :

  • Bachelor's degree in business or other related fields.
  • 10+ years of relevant 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.

  • 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.

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