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Director, Wealth & Planning Solutions — Hybrid Growth Leader

Job in Town of Charlotte, Chautauqua County, New York, USA
Listing for: AssetMark
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 220000 USD Yearly USD 200000.00 220000.00 YEAR
Job Description & How to Apply Below
Location: Town of Charlotte

Asset Mark, Inc. in New York, invites a Director, Wealth & Planning Solutions to lead a portfolio of wealth and planning products for over 12,000 financial advisor clients.

You will partner with senior leaders to define vision, scope, and roadmap and to grow the three existing products: SBLOC, Charitable, and Self Directed Brokerage Accounts. The role requires 10+ years in wealth management product strategy, strong executive communication, and the ability to drive cross-functional initiatives,

We are seeking a motivated Director, Wealth & Planning Solutions — Hybrid Growth Leader to join Asset Mark in Town of Charlotte, NY, United States.

The position is based in Town of Charlotte, NY, United States.

This opportunity is part of our work in Management & Operations, Consulting.

The advertised compensation is 200..

We aim to respond to suitable candidates as soon as possible.

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