Participate in moderately to highly complex initiatives and deliverables by utilizing data-driven, advanced analytical techniques to make actionable insights, trends, recommendations, or contribute to large-scale planning that has a broader impact. D Product Manager, Manager, Product Management, Lead, Business, Product Owner, Technology, Banking

Job Description:The Job/What You'll Do:As the Operations Product Manager, Workflow Automation & Digitization in the Operations & Service organization, you will be an integral member of a team developing industry-leading workflow solutions that provide clients with an easy, real-time straight-through processing experience for account opening and maintenance requests. You will collaborate with cross functional team members including technology, project management, operations managers, designers, and business stakeholders to develop solutions that meet client needs while driving operating scale. You will implement a roadmap to automate workflows and successfully launch digital workflow products and features with a business goal of 75% automated for AssetMark Trust by 2025.The Product Manager will also act as the Product Owner of an Agile squad collaborating with a Scrum Master, Solutions Architect, technology developers and the Quality Assurance team. You will define, prioritize, and/or execute the MVP of a product or feature that optimizes business requirements, user experience, and technical feasibility to deliver a touchless digital experience for client requests.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ, Chicago, IL or Concord, CA office.Responsibilities:* Product Owner managing the Product Backlog in support of business priorities* Write user stories, features, and epics* Participate in Agile team ceremonies and remove blockers related to functional issues, prioritization and clarification of requirements* Develop product-related deliverables such as Product Briefs, Business Requirements documents, experience workflows, etc.* Under the direction of the Director of Workflow Digitization, create, execute and iterate on a roadmap of digitized products and features from initial concept through launch* Collaborate with other departments and stakeholders to help manage product integrations/launches/changes throughout the product lifecycle* Lead all cross-functional aspects of gathering feedback, executing, and rolling out features related to Operations and Service.* Develop training and stakeholder communication materials to support product releases* Act as a subject matter expert for all product related inquiries.* Ensure user experience delivers the intended value user outcomes and align to the business and stakeholder objectives.* Troubleshoot production issues in a timely manner and prioritize resolution appropriately* Assess current manual and online workflows with a process re-engineering lens. Challenge the status quo to create an optimal digital and streamlined experience for advisor clients.* Create business cases, conduct competitive reviews, define capabilities, and measure post launch success as neededKnowledge, Skills, Abilities:* Working knowledge of financial services processes and technologies, including domain knowledge and experience developing a variety of financial advisor or consumer facing tools to open and fund accounts, process account maintenance, and support all aspects of an account life cycle.* Track record of managing successful projects launches from design to implementation* Preferred: Experience with Agile methodologies to prioritize and manage product delivery. Proficient with JIRA and Confluence.* Able to think creatively, display intellectual curiosity and master complex subject matter quickly* Possess a process improvement /re-engineering mindset* Superior critical thinking skills, including the capacity to identify and appropriately assess and order competing interests and priorities* Exceptional research, writing, analytical and organizational skills, and the ability to convey complex concepts in a clear, concise and logical manner* Strong communications skills with the ability to present complex data / information in format that can be understood by technical and non-technical audiences* Demonstrates confidence and leadership when interacting with others* Partners well with colleagues and outside business partners to get work done* Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook)* A positive, team oriented, can-do attitude* Must be able to work effectively in fast-paced, changing environment* Must be able to work hard, have fun and deliver results!Education & Experience:* Bachelor's degree, preferred.* 5+ years in experience in product management, business analysis or project execution within the Financial Services industryCompensation: The Base Salary range for this position is between $85,000-$100,000.This 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.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-hybrid#LI-TN1Who 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 ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Be accountable for articulating the product area vision, establishing product goals and key result targets, prioritizing the product backlog, and providing direction to product owners and agile teams tasked to design, develop and deliver high-impact Product Manager, Lead, Manager, Product Development, Product Management, Senior, Banking, Business Services

Job Description: The Job/What You'll Do: We are looking for an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help launch and lead new financial services and solutions for our clients. In this role, the Senior Manager will partner with cross functional teams and work with management to define the vision, scope and roadmap for the Wealth Management Services team. This role will collaborate across investment, distribution and operations teams to develop new wealth management offerings and capabilities for financial advisors and their clients. The role will drive development through the research, design, and final implementation, including positioning, distribution strategy and campaign management. Preferred office location for this position is Concord, CA, but we will consider our Chicago, IL, Encino, CA or Phoenix, AZ offices. This is a hybrid role, with three days in office and two days remote per week. Responsibilities: <ul><li>Work with leaders on strategic direction and design of AssetMark's wealth management programs and services</li><li>Lead the development and deployment of new wealth management programs and services, products, and features:<ul><li>Ownership of the complete product life-cycle with a keen focus on the overall client experience.</li><li>Partner with cross-functional teams (Sales, Operations, Marketing, Technology, Legal & Compliance) to support new service by developing detailed requirements, analyzing results and synthesizing learnings</li></ul></li></ul> <ul><li>Serve as the subject matter expert for our wealth management capabilities, leveraging knowledge of AssetMark's investment products, services and best practices</li><li>Provide day-to-day oversight, management, reporting and troubleshooting of assigned wealth management programs and services</li><li>Analyze and monitor the industry, other TAMPs, and advisor platform trends to better align AssetMark's wealth management programs and services with those of our Broker Dealer partners and financial advisors</li><li>Manage relationships and negotiate pricing with 3rd party firms</li><li>Support sales, marketing and product education efforts</li></ul> Knowledge, Skills, and Abilities: <ul><li>Possess understanding of portfolio construction, securities trading, and financial planning best practices</li><li>Proven ability to think creatively and strategically as it relates to investment products and services in order to assess and meet client needs and profitability goals</li><li>Excellent written and interpersonal communication skills with the ability to comprehend and communicate complex issues to internal departments and external stakeholders.</li><li>Strong presentation skills - both building presentations and delivering them</li><li>A Self-Starter/Team Player Attitude: You are excited by a fast-paced environment and the accountability that comes with owning important products and projects.</li><li>Comfortable with ambiguity in an evolving role in a growing organization. Ability to multi-task, change direction and prioritize is a must</li><li>Familiarity with wealth management segments, advisor personas, and trends </li></ul> Education & Experience: <ul><li>8+ years of experience in product development or management within the Financial Services or FinTech industries; knowledge of advisory industry, financial products and wealth management services</li><li>A bachelor's degree is required; MBA, CFA charter or CPA is a plus</li></ul> Compensation: The Base Salary range for this position is between $130,000-$150,000. This 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. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid 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. <ul><li>Flex Time Off or Paid Time/Sick Time Off</li><li>401K - 6% Employer Match</li><li>Medical, Dental, Vision - HDHP or PPO</li><li>HSA - Employer contribution (HDHP only)</li><li>Volunteer Time Off</li><li>Career Development / Recognition</li><li>Fitness Reimbursement</li><li>Hybrid Work Schedule</li></ul> As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Product Manager Jobs in Concord, CA

Lead Product Manager Bank To Bank Product
November 17, 2024

Digital Product Manager
November 13, 2024

Operations Product Manager
November 5, 2024

Senior Lead Product Manager
October 31, 2024

Senior Product Manager Wealth Management Solutions
October 30, 2024

Operations Product Manager
October 28, 2024

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Product Manager Jobs in Concord, CA

Lead Product Manager Bank To Bank ProductNovember 17, 2024

Digital Product ManagerNovember 13, 2024

Operations Product ManagerNovember 5, 2024

Senior Lead Product ManagerOctober 31, 2024

Senior Product Manager Wealth Management SolutionsOctober 30, 2024

Operations Product ManagerOctober 28, 2024