Head of Internal AI Products & Adoption

Asset Mark is a leading wealth management platform dedicated to empowering independent financial advisors. Over 10,000 advisors rely on Asset Mark for investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.

Asset Mark is building an AI Tiger Team to transform how our 1,000+ employees work. As Director of Product - Internal AI
, you will lead the product strategy, roadmap, execution, and adoption of internal AI tools that drive productivity, scale, and employee experience across the organization.

This role requires strength in three areas:

Deep technical AI credibility. You must have personally built and shipped AI-enabled products, agents, automations, or internal tools into production. You should be able to partner with and challenge engineering on architecture, integrations, data flows, model/tool selection, reliability, and scalability. This is a product role that meaningfully blurs into engineering.

Strong product management craft. You will treat employees as users, deeply understand their workflows and jobs to be done, define what product-market fit means for internal AI tools, and build roadmaps around adoption, repeat usage, trust, and measurable value.

Creative adoption leadership. You will drive AI adoption across a diverse employee base, from sophisticated software engineers and data scientists to colleagues early in their personal AI journeys. Success requires imagination, empathy, training, storytelling, incentives, and strong change management.

You will also lead and coach a more junior product manager on the AI Tiger Team.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA office.

• Define and lead the roadmap for Asset Mark’s internal AI toolkit, including custom AI agents, automations, our in-house AI development harness, ChatGPT, Slack, and more.
• Source, evaluate, and prioritize high-impact AI opportunities across operations, investment teams, engineering, product, data, and corporate functions.
• Translate employee needs, business priorities, and technical feasibility into clear product strategies, roadmaps, requirements, and success metrics.
• Build business cases for major AI initiatives, including expected ROI, adoption plans, risks, and resourcing needs.

• Design, prototype, launch, and manage AI agents, automations, and internal AI tools.
• Serve as a credible counterpart to engineering, engaging deeply on architecture, implementation tradeoffs, integrations, data dependencies, evaluation, security, reliability, and scalability.
• Partner with AI engineers, Product Engineering, Data, IT, Security, and Compliance to deliver secure, scalable, enterprise-ready AI capabilities.
• Evaluate and implement enterprise AI platforms and vendors.

• Treat Asset Mark employees as internal customers and users, developing a deep understanding of their workflows, pain points, and jobs to be done.
• Conduct discovery across technical and non‑technical teams to identify problems worth solving.
• Define MVPs, features, requirements, launch plans, and iteration loops.
• Measure product‑market fit through adoption, repeat usage, satisfaction, workflow integration, and business impact.

• Lead organization‑wide activation and adoption of AI tools across all departments.
• Create training, demos, office hours, documentation, playbooks, and self‑service resources tailored to different user personas.
• Build and manage an AI Champions program to drive local adoption, gather feedback, and surface new use cases.
• Develop creative campaigns, incentives, and recognition programs that encourage responsible AI experimentation and citizen development.
• Ensure AI tools are used ethically, safely, and responsibly in accordance with Asset Mark’s AI governance framework.

• Establish metrics and dashboards to track AI impact, including hours saved, cost reduction, quality improvement, cycle‑time reduction, adoption, and employee satisfaction.
• Report…