Director, Wealth Planning Solutions

Job Description:

The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at Asset Mark, 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 Asset Mark.

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, Asset Mark’s Securities Backed Line of Credit (SBLOC) and Asset Mark 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, Chicago, IL, or Charlotte, NC.

• Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for Asset Mark’s wealth and planning solutions.
• Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting.
• Develop top‑grade executive presentations and lead discussions that support decision alignment or promote awareness with leadership teams.
• Take ownership of existing offerings, including Asset Mark’s Securities Backed Line of Credit (SBLOC) and Asset Mark Charitable—with 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 within target client segments.
• Lead and support the development of junior staff, fostering collaboration and a high‑performance culture.

• 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…