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Vice President, Product Strategy

Company: AssetMark
Location: Concord
Posted on: February 14, 2021

Job Description:

The Vice President, Investment Product Strategy will work as a member of the Investment Product Strategy, Development and Management team at AssetMark, Inc. In this capacity, the VP will report to the SVP, Product Strategy and Development and work with senior management to define vision, scope and roadmap for investment solutions and services available to clients on the AssetMark platform, as well as, lead other strategic programs that drive firm growth. If you've been looking for a high-profile role at a dynamic company where your deep understanding of financial markets and the investment advisor marketplace will be utilized and appreciated, this new and stimulating position may be a compelling next step for your career. The VP will lead the Investment Product Strategy team, which is focused on driving our product and solution vision, evaluating new product and solution opportunities, and leading key strategic growth initiatives with a keen focus on client need and business impact. As an expert in product strategy and development, the VP analyzes market, industry, competitive and client data to identify and prioritize market opportunities that accelerate revenue and increase market share and profitability. The team also supports the company's strategic planning process, aligning product investment plans to corporate imperatives and financial targets, while contributing to the development of new product plans and strategies. The team will collaborate with investment, distribution, finance and other support organizations in plan development and closely partner / advise with product managers on product strategy, business case development, roadmap prioritization and planning. A well-qualified candidate expresses an insatiable desire to continue expanding their knowledge, can think like a visionary but act strategically, and has an outstanding ability to define and deconstruct problems while intuitively recommending solutions. The position will require you to work cross functionally, partner closely with sales and key clients so that you are positioned to advocate and present customer centric initiatives to senior management. You excel in a fast-paced, challenging, collaborative and "hands on" environment where everyone is in it together. Key responsibilities of the position include:

  • Provides data driven insights to executive leadership on market, industry and client trends across short-term (one to three year) and long-term (three to five year) time horizons.
  • Translates market, financial advisor, and investor trends, competitive intelligence and cross-functional input / analysis into actionable and innovative roadmap initiatives.
  • Craft & execute on clear plans to research/analyze issues, explore new ideas & solutions, and work towards decisions.
  • Develops top-grade executive presentations and leads presentations or discussions that support decision alignment or promote awareness with leadership teams.
  • Influences leaders with credible, independent, and objective points of view.
  • Develops and runs strategy programs driving alignment across product and cross functional teams around critical strategic imperatives, product initiatives, technology trends.
  • Advises product managers on roadmap; proactively helping them prioritize plans and helping ensure execution of the vision.
  • Navigate, influence and build relationships across the organization and diverse groups.
  • Excels at balancing multiple projects and priorities over time.
  • Lead the development of robust competitor and platform product and services analytic reporting; helping us monitor and assess health of the business.
  • Lead, manage, and develop the product strategy team.-- Education/Experience
    • Bachelor's degree in business or other related fields.
    • 10+ years of relevant experience. A combination of corporate strategy, product strategy, product development, or a similar role with another turnkey asset management platform (TAMP) or financial services firm is highly preferred. Knowledge/Skill Requirements The ideal candidate will demonstrate:
      • Extensive and direct experience in the product strategy and development of managed accounts, model driven investment solutions and other financial and wealth management services used by financial advisors when servicing their clients.
      • Solid understanding of Broker-Dealer and RIA distribution channels, including an understanding of how TAMPs function within our industry.
      • Excellent analytical and financial modeling skills with ability to leverage quantitative and qualitative approaches to develop actionable recommendations.
      • Ability to manage and deliver multiple large projects by leading the Product Strategy team and other functional SMEs.
      • Self-motivated, biased toward action, capable of defining objectives and delivering workstreams start to finish with limited oversight.
      • Outstanding verbal and written communication skills. Comfortable with all levels of management and able to communicate and present effectively to executive audiences.
      • Personality that thrives in a fast moving, quickly changing atmosphere.
      • A strong action orientation, drive for results.
      • Partners well with colleagues and outside business partners to get work done. Additional Requirements Limited travel approximately 10 - 15%, depending on the business need #LI-DNI #LI-DNP AssetMark, Inc. is a leading strategic provider of groundbreaking investment and consulting solutions created to serve independent financial advisors and help them create great outcomes for their clients. Through a consistent program of engagement, education and community-building, AssetMark brings like-minded advisors together to share their ideas, experiences and solutions. This collaboration guides our development of investment, client relationship and practice management tools that advisors can tap to help clients achieve their investment objectives and life goals. We are always seeking bright, creative, energetic individuals who want to learn and grow with the company. AssetMark is an innovative organization, delivering the best services in the industry. We offer a rewarding work environment, competitive salaries, full benefits, and excellent opportunities for career growth. We are headquartered in the San Francisco Bay Area. We also have regional offices in Phoenix, AZ, Encino, CA, Atlanta, GA, Chicago, IL, and State College, PA. Become a part of our growing team today! Posted 14 Days Ago Full time Req-000833 About Us We have talented, passionate and dedicated associates at AssetMark. If you're looking to join a friendly, supportive environment where everyone works together to make a difference in the lives of advisors and their clients, come work for us. You'll find myriad opportunities to learn and grow professionally in a fun, fast-paced, and challenging environment.

Keywords: AssetMark, Concord , Vice President, Product Strategy, Executive , Concord, California

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