{"id":1201715,"url":"https://alion.io/job/assetmark-channel-manager","title":"Channel Manager","company":{"id":5445,"name":"AssetMark","domain":"assetmark.com","url":"https://alion.io/company/assetmark","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-09-28T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Concord, United States","Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":135000,"currency":"USD","period":"year","gross":null,"usd_annual":135000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-24T21:16:29Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-09-28T03:23:13Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Description:\nAssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.\nThe Job/What You’ll Do\nWe are seeking a Channel Product Manager to lead product strategy and platform enhancements for our Advisor Managed offering, including AMP and AAS. In this role, you will serve as the primary advocate for advisors and firms that actively manage client portfolios, ensuring their workflows, business needs, and regulatory requirements are reflected in the platform roadmap.\nYou will partner closely with advisors, field leadership, investment teams, Operations, Compliance, Legal, Technology, Wealth Solutions, Product, and Engineering to deliver scalable capabilities that improve advisor productivity, client experiences, operational efficiency, and platform adoption across multiple channels, including broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust.\nWe can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC offices.\nResponsibilities:\nChannel Representation and Advocacy\nServe as the primary platform and product representative for the Advisor Managed offering.\nGather, prioritize, and translate business needs from firms, advisors, and sales teams into clear platform requirements.\nAdvocate for advisor and firm workflows in product and roadmap discussions.\nMaintain strong relationships with stakeholders to understand evolving investment management needs.\nEnsure platform architecture supports scalable capabilities across multiple channels and use cases.\n\nProduct Strategy and Roadmap\nDefine, maintain, and communicate the platform product roadmap.\nAlign platform enhancements with investment strategy, advisor productivity goals, client experience priorities, and compliance or regulatory changes.\nIdentify opportunities to improve portfolio construction, model management, trading, reporting, and related platform capabilities.\nDevelop clear business requirements, user stories, and feature priorities.\nPlatform Feature Development\nCollaborate with Product and Engineering teams to design and deliver capabilities that support:Portfolio construction\nModel portfolio management\nRebalancing and trading workflows\nPerformance analytics\nRisk and compliance monitoring\nClient reporting\nCustomization and channel-specific requirements\n\nGuide features from discovery and requirements definition through delivery, launch, and continuous improvement.\nChannel Workflow Optimization\nEvaluate current platform workflows and define future-state requirements.\nIdentify opportunities to improve functionality, automation, scalability, and ease of use.\nDrive enhancements that increase advisor efficiency and support the growth of the platform and its programs.\nCross-Functional Coordination\nPartner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders to deliver effective platform capabilities.\nEnsure solutions meet business, regulatory, investment policy, usability, scalability, and support requirements.\nCoordinate decision-making across teams and maintain alignment throughout the product development lifecycle.\n\nPlatform Adoption and Channel Enablement\nSupport the rollout and adoption of new platform capabilities.\nPartner with advisor enablement, training, and support teams to ensure advisors understand and effectively use available tools.\nDevelop user documentation, training materials, best practices, and other enablement resources.\nPromote education and adoption across the Advisor Managed Channel.\nPlatform Performance and Continuous Improvement\nContribute to broader wealth platform transformation initiatives, including improvements to portfolio management tools, trading infrastructure, and advisor desktop capabilities.\nTrack platform usage, advisor productivity, workflow efficiency, and channel feedback.\nUse data, user feedback, and performance insights to refine capabilities and prioritize future enhancements.\nLead or support performance improvement initiatives tied to measurable business outcomes.\nRisk, Compliance, and Operational Alignment\nRepresent the Advisor Managed Channel in governance meetings and platform investment decisions.\nEnsure platform capabilities align with AMK requirements and advisor firm policies.\nPartner with Compliance, Operations, and other stakeholders on oversight tools, trade supervision, client suitability controls, and related requirements.\nHelp ensure new and enhanced capabilities meet applicable regulatory and operational standards.\nKey Deliverables\nA clear and prioritized platform product roadmap\nDocumented business requirements and user stories\nChannel workflow assessments and improvement recommendations\nFeature adoption, training, and enablement plans\nPlatform performance metrics and continuous improvement initiatives\nSuccessful delivery of platform enhancements aligned with firm and advisor needs\nRequired Qualifications:\n5+ years experience in product management, trading operations, preferably within wealth management, investment management, financial technology, or a related field.\nExperience with trading systems such as VestMark, or InvestCloud. \nStrong understanding of advisor workflows, portfolio management, trading, model portfolios, reporting, and investment operations.\nAbility to translate complex business needs into clear product requirements and actionable priorities.\nDemonstrated experience working cross-functionally with Product, Engineering, Operations, Compliance, Legal, and Technology teams.\nStrong analytical, communication, stakeholder management, and decision-making skills.\nAbility to manage multiple priorities and drive initiatives from strategy through implementation.\nCommitment to building scalable, intuitive, and compliant solutions that deliver meaningful value for advisors and their clients.\nCompensation: The Base Salary range for this position is between $120,000-$135,000.\nThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\n#LI-hybrid\n#LI-TE 1\nWho We Are & What We Offer:\nWe are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.\nOur Mission\nOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.\nOur Values\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\nWe believe in:\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\nOur Culture & Benefits\nOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.\nFlex Time or Paid Time Off and Sick Time Off\n\n401K - 6% Employer Match\n\nMedical, Dental, Vision - HDHP or PPO\n\nHSA - Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","description_format":"text","description_chars":9053,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Travel Technology","Asset Management & Funds","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-24T21:16:29Z"}],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":3,"expected_fill_days":40,"reasons":["conf:2","velocity","win:early"],"computed_at":"2026-09-28T05:45:00Z"},"pay":{"stated_usd_annual":135000,"is_top_pay":false},"html_url":"https://alion.io/job/assetmark-channel-manager","json_url":"https://alion.io/job/assetmark-channel-manager.json","meta":{"generated_at":"2026-09-29T04:43:07Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4479,"day_limit":5000,"remaining_today":521,"minute_limit":60,"resets_at":"2026-09-30T00:00:00Z"}}}