What are the responsibilities and job description for the Channel Manager, Advisor Managed Portfolios position at AssetMark?
Job Description:
Channel Manager, Rep as Portfolio Manager Program
AssetMark is seeking a dynamic Channel Manager to lead the growth and evolution of our Rep as Portfolio Manager platform, Advisor Managed Portfolios (AMP). This role sits at the intersection of product strategy, advisor relationships, and commercial execution — making it ideal for someone who thrives on solving complex problems through collaboration and technology.
You'll serve as a key internal voice for the Advisor Managed Portfolios, partnering across Sales, Technology, Operations, and Compliance to shape the AMP roadmap and drive meaningful outcomes for advisors, broker-dealer partners, and their clients.
This role is hybrid and open to candidates near Concord, CA | Charlotte, NC | Chicago, IL | Atlanta, GA | Phoenix, AZ
What You'll Do
Channel Advocacy & Advisor Engagement
Be the internal champion for advisors who actively manage client portfolios. You'll gather and prioritize business needs from advisors, firms, and sales teams — translating them into platform requirements and ensuring advisor workflows are represented in every roadmap conversation. You'll maintain strong relationships across BD, Hybrid RIA, Independent RIA, and Bank Trust channels to stay ahead of evolving investment management needs.
Product Strategy & Roadmap Ownership
Define and maintain the AMP platform roadmap in partnership with field leadership, advisors, and investment teams. You'll align platform enhancements with firm investment strategy, advisor productivity goals, client experience improvements, and regulatory requirements — with a focus on portfolio construction, model management, trading, and reporting capabilities.
Workflow Optimization
Evaluate existing advisor workflows and identify opportunities to streamline processes, reduce friction, and introduce automation. You'll drive platform enhancements that meaningfully improve advisor efficiency and platform scalability.
Cross-Functional Collaboration
Act as the connective tissue between Operations, Compliance, Legal, Technology, and Wealth Solutions to deliver capabilities that meet business, regulatory, and investment policy requirements. You'll also represent the Advisor Managed channel in governance forums, ensuring channel priorities are reflected in platform investment decisions.
Performance Monitoring & Continuous Improvement
Track platform usage, advisor productivity, and workflow efficiency. Use data and qualitative feedback to refine capabilities, prioritize enhancements, and contribute to broader wealth platform transformation initiatives — including improvements to trading infrastructure and advisor desktop tools.
Risk & Compliance Alignment
Ensure platform capabilities align with AssetMark and advisor firm requirements. Partner with oversight teams on trade supervision, client suitability controls, and compliance tooling.
What You Bring
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.
1
Who We Are & What We Offer:
We 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.
Our Mission
Our 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.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Our Culture & Benefits
Our 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.
Channel Manager, Rep as Portfolio Manager Program
AssetMark is seeking a dynamic Channel Manager to lead the growth and evolution of our Rep as Portfolio Manager platform, Advisor Managed Portfolios (AMP). This role sits at the intersection of product strategy, advisor relationships, and commercial execution — making it ideal for someone who thrives on solving complex problems through collaboration and technology.
You'll serve as a key internal voice for the Advisor Managed Portfolios, partnering across Sales, Technology, Operations, and Compliance to shape the AMP roadmap and drive meaningful outcomes for advisors, broker-dealer partners, and their clients.
This role is hybrid and open to candidates near Concord, CA | Charlotte, NC | Chicago, IL | Atlanta, GA | Phoenix, AZ
What You'll Do
Channel Advocacy & Advisor Engagement
Be the internal champion for advisors who actively manage client portfolios. You'll gather and prioritize business needs from advisors, firms, and sales teams — translating them into platform requirements and ensuring advisor workflows are represented in every roadmap conversation. You'll maintain strong relationships across BD, Hybrid RIA, Independent RIA, and Bank Trust channels to stay ahead of evolving investment management needs.
Product Strategy & Roadmap Ownership
Define and maintain the AMP platform roadmap in partnership with field leadership, advisors, and investment teams. You'll align platform enhancements with firm investment strategy, advisor productivity goals, client experience improvements, and regulatory requirements — with a focus on portfolio construction, model management, trading, and reporting capabilities.
Workflow Optimization
Evaluate existing advisor workflows and identify opportunities to streamline processes, reduce friction, and introduce automation. You'll drive platform enhancements that meaningfully improve advisor efficiency and platform scalability.
Cross-Functional Collaboration
Act as the connective tissue between Operations, Compliance, Legal, Technology, and Wealth Solutions to deliver capabilities that meet business, regulatory, and investment policy requirements. You'll also represent the Advisor Managed channel in governance forums, ensuring channel priorities are reflected in platform investment decisions.
Performance Monitoring & Continuous Improvement
Track platform usage, advisor productivity, and workflow efficiency. Use data and qualitative feedback to refine capabilities, prioritize enhancements, and contribute to broader wealth platform transformation initiatives — including improvements to trading infrastructure and advisor desktop tools.
Risk & Compliance Alignment
Ensure platform capabilities align with AssetMark and advisor firm requirements. Partner with oversight teams on trade supervision, client suitability controls, and compliance tooling.
What You Bring
- 3 years of experience in financial services, with hands-on experience with advisor-facing trading tools and/or investment management; demonstrated track record of driving commercial outcomes through product management or channel partnerships
- Strong knowledge of financial markets, including ETFs, mutual funds, fixed income, and equities
- Deep understanding of separately managed accounts (SMAs) and UMA structures in the context of portfolio management
- Sharp analytical and problem-solving skills — comfortable working with both quantitative data and qualitative feedback to drive decisions
- Excellent written and verbal communication skills; able to present recommendations clearly to audiences ranging from advisors to senior executives
- Ability to build credibility quickly with sales teams, advisors, and external partners
- Proficiency in Excel and PowerPoint
- Bachelor's degree required
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.
1
Who We Are & What We Offer:
We 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.
Our Mission
Our 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.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
- Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
- Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
- Unyielding Integrity, doing what’s right, always. Even when it’s hard.
- Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
- Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
Our Culture & Benefits
Our 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.
- Flex Time or Paid Time Off and 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
Salary : $115,000 - $135,000