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Vice President, Operations Technology (Hybrid)

Company: AssetMark, Inc.
Location: Concord
Posted on: September 24, 2022

Job Description:

Job Description:

The Vice President, Operations Technology of is a senior-level position with authority and responsibility over the Applications Development Team focused on critical initiatives for our Operations and Service Platforms, that will lead the architecture, build and deliver a comprehensive technology strategy for the modernization of our Operations and Services platform. This role will also have authority and responsibility over the Solutions Delivery Teams focused on those critical areas.

The Vice President, Operations Technology is a key member of the Information Technology leadership team, reporting to the Chief Application Officer and supporting the technology landscape and future direction for operations technology at AssetMark. This role will provide strategic vision and leadership for planning, architecture design and implementation of the information technology initiatives in support of the operations functions in order to improve overall efficiency, service quality and business performance. This role will drive the overall transformation agenda, while continuing to deliver reliable IT services that are in place today.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to any of our office locations in either Concord, CA; Phoenix, AZ; Encino, CA; Chicago, IL; or Atlanta, GA.


  • Direct an applications development solutions group.
  • Develop the IT Operations technology roadmap and framework in support of the Operations priorities which will become the basis for business/IT priorities as well as the future technology strategy
  • Lead the Agile transformation for the IT and Operations team
  • Champion our cloud and containerization initiatives on behalf of strategic delivery
  • Establish a trusted, close touch relationship with the business product team. Interfacing with key stakeholders internally and externally
  • Supplement internal resources with outside expertise as required
  • Develop and mentor a high performing team, focused on timely delivery and creative solutions, ensuring succession as well as their own people development objectives
  • Manage offshore resources, ensuring vendor alignment with AssetMark's strategic goals and interests
  • Stay current on industry trends and leading technologies and have a burning desire to provide the best customer experience

    Knowledge, Skills and Abilities:
    • Exceptional technical skills, marked by poise, positive influence, and the ability to drive change
    • Ability to credibly contribute to business discussions and influence strategic and commercial outcomes across the business
    • Strong analytical and strategic thinking skills, with the ability to influence senior product leaders across both the business and technology
    • Demonstrated advanced ability to use integrated and conceptual thinking to solve problems
    • Significant expertise establishing and develop strong working relationships with all levels of associates, while maintaining appropriate levels of objectivity to their work
    • Demonstrated ability to employ judgment and experience to make rapid, complex decisions
    • Strong interpersonal, presentation, and communications skills (written and oral)
    • Results orientation; ability to remove obstacles and hold people accountable for achieving challenging business results
    • Attention to detail, good team dynamics, and an ability to work independently as needed
    • Must have excellent interpersonal relationship and influencing skills
    • Intellectually curious; interested in understanding and experimenting with new leading-edge technologies
    • A management style that is collaborative, energetic, results-oriented, and innovative
    • Proven track record of being able to identify top technical talent and inspire and manage through change
    • Ability to establish credibility with, as well as motivate and mentor, highly technical engineers
    • Player-coach for the team, ability to lead by example.

      Education and Experience:
      • Bachelor's degree required
      • Minimum of 15 years' progressive technology engineering or technology-focused management experience
      • Minimum of 10 years' experience leading a software engineering team, preferably including Operations platforms
      • Experience in Financial Services (Wealth Management / Investment Banking / Brokerage Services) experience or equivalent education experience, required
      • Superior technical proficiency; well versed in Cloud technology and hands-on technical abilities
      • Extensive software engineering background; tenure with forward-leaning world-class technology organizations known for superior customer experience; preferably with financial services experience
      • Excellent Delivery track record driven by business value
      • Extensive experience with Agile and product management methodologies
      • Extensive experience with multi-site team management with offshore vendor teams
      • Proven experience driving/disrupting the business through technology innovation



        Who We Are & What We Offer:

        AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

        AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

        • Flex Time Off or Paid Time/Sick Time Off
        • 401K - 6% Employer Match
        • Medical, Dental, Vision - HDHP or PPO
        • HSA - Employer contribution (HDHP only)
        • Volunteer Time Off
        • Career Development / Recognition
        • Fitness Reimbursement
        • Hybrid Work Schedule

          As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Keywords: AssetMark, Inc., Concord , Vice President, Operations Technology (Hybrid), Executive , Concord, California

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