Job Specifications
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 visionary and strategic Vice President of Product Management to oversee and manage the full suite of Salesforce products across the enterprise, including Financial Services Cloud, Marketing Cloud, Personalization, Agentforce, Data Cloud sand future Salesforce innovations. This role will be instrumental in shaping the Salesforce product strategy, driving platform adoption, and delivering transformative experiences for financial advisors, and internal sales, marketing and service stakeholders. This is a unique opportunity to redesign sales, service and marketing experience across the latest versions of Salesforce Platform capabilities, as part of a 2026 enterprise transformation program.
This executive will lead a team of five Product Managers working in close partnership with dedicated engineering and Salesforce admin roles. The role will also collaborate cross-functionally with Marketing, Sales, Operations, Service and Product & Engineering to ensure Salesforce capabilities are aligned with AssetMark’s growth objectives and customer-centric mission.
This role will report to the Co-Head of Product within the Product, Engineering and Data team.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office locations in Concord, CA or Charlotte, NC. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Key Responsibilities
Strategic Leadership
Define and own the multi-year vision and roadmap for Salesforce platform, ensuring alignment with AssetMark’s business strategy and advisor experience goals.
Champion the integration and optimization of Salesforce products to deliver seamless, data-driven, and personalized experiences across the advisor lifecycle.
Platform Ownership
Oversee the end-to-end lifecycle for Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and related products.
Drive platform governance, release management, and roadmap prioritization across business units.
Team Management
Lead, mentor, and grow a team of 5 Product Managers, fostering a high-performance, customer-obsessed culture.
Establish clear goals, KPIs, and development plans to elevate team capabilities and impact.
Cross-Functional Collaboration
Partner with Engineering to deliver scalable, intuitive, and secure Salesforce solutions.
Work closely with Sales, Marketing, Service and Operations to ensure persona-centric design, successful go-to-market execution and platform adoption.
User & Market Insights
Leverage stakeholder feedback, analytics, and market research to identify opportunities for innovation and differentiation.
Stay ahead of Salesforce ecosystem trends, including AI, automation, and data cloud capabilities.
Data & Experience Optimization
Ensure Salesforce platforms deliver 360-degree customer views, modern lead management and onboarding, omni-channel service experiences, personalized journeys, and actionable insights.
Drive initiatives that enhance data quality, enrichment, and master data management across Salesforce tools.
Stakeholder Management
Support Product Managers in presenting product strategy, performance metrics, and roadmap updates to senior leadership and stakeholders.
Serve as a thought leader and internal evangelist for Salesforce innovation and advisor enablement.
Qualifications
10+ years of product management experience, with 5+ years in Salesforce platform leadership (with experience in Financial Services Cloud, Marketing Cloud, etc.).
Bachelor’s degree in business, Computer Science, or related field; advanced degree preferred or equivalent experience
Experience in implementing Financial Services Cloud or designing experiences as a hands-on Solution Engineer.
Proven success in leading enterprise-scale CRM transformations and delivering measurable business outcomes.
Strong technical acumen—comfortable discussing APIs, cloud architecture, and platform integrations.
Experience managing and scaling high-performing product teams.
Deep understanding of wealth management, fintech, or financial services.
Exceptional communication, stakeholder management, and strategic thinking skills.
Why Join AssetMark?
Lead the transformation of Salesforce into a strategic growth engine for AssetMark.
Work in a dynamic, private equity-backed environment with ambitious expansion goals.
Join a mission-driven organization focused on empowering financial advisors and their clients.
Be part of a collaborative, innovative Product & Eng
About the Company
AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and...
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