Investment Manager jobs in Concord, CA

The Job/What You'll Do:

The Senior Manager, Investment Product Development and Management will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to define vision, scope, and roadmap for AssetMark's suite of investment products and solutions.

The Senior Manager will drive product development through strategy/ideation, research and design, and the final implementation that includes product positioning, distribution strategy, and campaign management. Products and solutions will span all asset classes, goal orientations, and vehicle structures. In this role, the Senior Manager will leverage their solid understanding of investment products and industry dynamics to drive new product development that helps financial advisors address their client's investment needs.

Our ideal candidate is intellectually curious, loves to work with data and conduct research, has a business-owners mindset, strives for constant improvement, and excels in a highly collaborative culture. This position will require you to develop compelling business cases to help inform business decisions for high-priority projects and new product initiatives.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

• 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 development
• Develop subject matter expertise in competitive intelligence in the advisory business, understand the competitive landscape in TAMP and BDs in terms of investment product trends, usage, and pricing
• Create and maintain a forward-looking product and services roadmap, drive new initiatives, and support product launch activities including positioning and distribution strategy
• Own the complete product life cycle, 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 the product pipeline and support planning including, but not limited to, product rationalization and enhancements, product pricing, and profitability analysis
• Collaborate with cross-functional business partners to support new launches and platform functionalities associated with our suite of investment products
• Educate and engage with AssetMark's sales team and financial advisors on new investment solutions, structure, and use cases to drive adoption

Knowledge, Skills, and Abilities:

• Excellent analytical and financial modeling skills with the ability to leverage quantitative and qualitative approaches to develop actionable recommendations
• Strong Excel skills are a must
• Understanding of the financial services industry, particularly with ETF, mutual fund, fixed income and equity investment products and wealth management solutions; experience in supporting financial advisors is highly desired
• Proven aptitude to conduct competitive market and product research, including market sizing and product pricing
• Experience in leading and implementing major initiatives and the ability to manage multiple projects simultaneously is required
• Self-motivated, biased toward action, comfortable with operating in a fast-paced, changing environment
• Excellent written and interpersonal communication skills and ability to present effectively to senior management and internal stakeholders
• Strong PowerPoint skills are a must
• Ability to understand operational and technical complexity, think creatively and strategically to problem solve in order to meet business objectives and client needs
• Partners well with colleagues and outside business partners to get work completed
• A positive, team-oriented, can-do attitude

Education & Experience:

• Bachelor's Degree is required
• MBA or CFA preferred, not required
• Relevant experience in product management, research, or analytic roles within financial services, asset management, banking, Broker-Dealer, TAMP, or RIA preferred

Compensation: The Base Salary range for this position is between $130,000-$160,000.

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.

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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
• Hybrid Work Schedule

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