Director, Adhesion Investment Program Management

Job Description:

Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Wealth Manager Exchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors gain access to a scalable, multi-custodian platform upon which to grow successful practices. Adhesion Wealth is a wholly owned subsidiary of AssetMark Financial Holdings, Inc. (“AssetMark”)

Position Summary

Reporting to the Senior Vice President, Head of Investment Products, the Director, Investment Program Management leads a team responsible for providing life-cycle product management and driving the AUM and revenue growth by expanding the reach and scalability of Adhesion model marketplace.  This role will oversee the manager onboarding, manage relationships with asset managers, and develop commercial alignment with key strategic partners.  The Director will collaborate with senior leadership at both AssetMark and Adhesion to define the scope and roadmap for Adhesion’s suite of investment solutions and programs to achieve the firm’s long-term strategic objectives.

The Director will support new investment products and capabilities, including business case development, product launch, go-to-market strategy, and work in collaboration with Adhesion’s distribution team to drive successful advisor adoption.  A key focus of this role is building for scale, designing and implementing repeatable and scalable processes to create a best-in-class model marketplace for asset managers and advisors
 

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Job Responsibilities

• Provide strategic planning and development support, including market analysis and client feedback to inform product roadmap, distribution and investment activities.

• Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product or revenue program development

·       Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, ensuring successful execution

• Own the complete product life-cycle of the Adhesion model marketplace, ensuring it remains competitive and meets long-term strategic direction as well as operational and financial objectives while always emphasizing the overall client experience.

• Manage, evaluate and enhance strategic partnerships to align with business objectives and growth strategies.

• Represent Adhesion’s investment products and programs to sales teams, internal stakeholders, and third-party managers by providing thought leadership and driving alignment to achieve asset adoption and improve client experience.

• Design, streamline, and implement scalable processes and operational frameworks supporting the product life-cycle that enhance platform efficiency and support long-term growth.

Required Qualifications, Capabilities And Skills

·       Requires 10+ years of experience in financial services; must have product development experience in asset management and/or investment platform, with a proven track record of driving commercial outcomes through new products and partnerships.

• Requires experience in the RIA business, and deep understanding of the asset and wealth management industry, including trends in products and programs

• Strong knowledge of financial markets including knowledge of public equity and fixed income securities, derivative instruments, and private markets, including real assets

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• Solid understanding of Broker-Dealer and RIA distribution channels, including an understanding of how wealth management platform and asset managers engage with distributors and financial advisors

• Excellent analytical/conceptual problem-solving skills, with ability to leverage quantitative and qualitative approaches to develop actionable recommendations

• Ability to engage credibly with sales, advisors, and senior executives, and external partners.

• Outstanding people leadership and culture-building skills, encouraging a high-energy, high-achievement culture balanced with respect and warmth.

• Superb skills in Excel and PowerPoint are required.

• Bachelor's degree required.  MBA and CFA preferred

Compensation: The Base Salary range for this position is between $160,000-$180,000.  

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 

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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.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

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 

   

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