The Job/What You'll Do:

In this role you will be accountable for leading the product definition, planning, testing and deployment for integration and partnerships efforts related to Adhesion's Managed Account Platform. This includes other technology platforms, vendors, partners, custodians, asset managers and internal stakeholders.

Responsibilities:

Product Management

• Strategic Planning and longer-term trend forecasting
• Roadmap preparation and validation
• Research market trends and develop knowledge of pertinent issues, work with and gather feedback from current partners and prospective partners
• Interact with various areas of the organization to communicate, explain, and advocate product plans
• Develop expert level knowledge of platform functionality and use cases surrounding partnerships and needs for integrations
• Evaluate vendors and explore third party relationships
• Participate as a subject matter expert in sales conversations, conferences, seminars, and other public events to advance the Adhesion message.

Business Analysis (30%)

• Develop and propagate the User Experience (UX) design standards for the application and partnership expectations
• Collect, organize and prioritize client and prospect enhancement requests
• Convert requirements into product development specifications
• Work with Development, explain requirements then validate prototype output within Rapid Application Design framework
• Manage the library of product documentation

Project Management (20%)

• Oversee resource allocation for current development projects
• Maintain longer term project plan; outline course corrections as needed

Knowledge, Skills, Abilities:

• Familiarity with User Experience (UX) design standards and User Workflow best practices
• Experience with SQL Database design, table structures and basic queries
• Experience with Agile systems development methodology
• Experience with Visual Studio Team Server a plus.
• Familiarity with the Registered Investment Advisory (RIA) market a plus, but not required
• Experience with web-based investment advisory products (including performance measurement, analytics, accounting, modeling and trading) a plus
• Excellent oral and written communication skills; comfortable with public speaking
• Strong analytical and problem-solving skills, as well as a keen attention to detail
• A desire to gain deep understanding in the area of investment management practices including portfolio management, accounting, performance measurement, modeling and trading
• Superior interpersonal skills and ability to communicate with an array of individuals and personalities, including clients, prospects, management, vendors, internal constituents
• A polished, refined communication style that appears at ease in front of a high-profile audience

Education & Experience:

• 4 to 7 years' experience in investment management, investment advisory or brokerage services industry ideally in a business analyst, product manager, product support or project management capacity
• Bachelor's degree required

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#Adhesion

Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements.

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

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