Director, Product Management

Job Description:

Asset Mark 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 Asset Mark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.

The Opportunity As Asset Mark continues to evolve and expand, we are seeking a Director, Platform Product Management to drive the success of application data services within our technology ecosystem. This leader will be responsible for managing the analytics, securities, entitlements and models data pipelines and APIs, shaping their strategic direction, and ensuring they align with the company’s broader growth objectives.

The Director will work closely with engineering, design, sales, marketing, and applications teams to translate business needs into market-leading platform solutions.

The ideal candidate is a strategic thinker with deep technical acumen and a commercial mindset—someone who thrives on partnering with application teams, designing compelling data services, and ensuring flawless execution. They must also be an advocate for user experience, ensuring our products are intuitive, seamless, and impactful for financial advisors and their clients.

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 & Execution:
Own the vision, strategy, and roadmap for the entitlements, securities, analytics and models platform services.

Technical

Collaboration:

Work closely with Product Engineering to define data platform requirements, ensuring strong technical foundations and scalable architectures.

Market & Customer Insights:
Conduct market research and gather customer feedback to identify opportunities for innovation and improvement.

Roadmap Development:
Build and maintain a multi-year product roadmap, prioritizing initiatives based on business impact, user needs, and technical feasibility.

Data Pipeline and API Design:
Conduct analysis of legacy and future use cases to design and implement canonical data models, APIs and Snowflake data pipelines.

Cross-Functional Leadership:
Collaborate with Sales, Marketing, Operations, and Application teams to ensure successful go-to-market execution and adoption.

Data-Driven Decision Making:
Utilize analytics, user research, and partner feedback to refine data products and optimize performance.

Stakeholder Communication:
Present product plans, updates, and performance metrics to senior leadership and other key stakeholders.

Team Leadership & Development:
Manage and mentor product managers, fostering a high-performance, customer-focused product culture.

Knowledge, Skills, Abilities:

Proven ability to define and execute canonical data model design and APIs.Strong technical acumen—comfortable discussing APIs, cloud architectures, and engineering trade-offs with developers.

Excellent communication and stakeholder management skills, with the ability to translate technical concepts into clear business insights.

A data-driven approach to decision-making, leveraging analytics and customer feedback to drive continuous product improvement.

Education & Experience8+ years of product management experience.

Strong understanding of wealth management, asset management, or fintech.

Experience working closely with application teams to create world-class data services.

Experience leading and mentoring product managers to build a high-performing team.

Why Join Asset Mark?

Influence and drive the success of innovative products in the wealth management space.

Work in a dynamic,…