Director, Wealth Planning Solutions

The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at Asset Mark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients partnering with Asset Mark.

If you’ve been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career.

The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors’ needs.  The Director will take over two existing products, Asset Mark’s Securities Backed Line of Credit (SBLOC) and Asset Mark Charitable, with a mandate to grow these offers and develop new wealth solutions.  

In this role you’ll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors’ value proposition beyond solely delivering asset management services.
** Key responsibilities of the position include:
** Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams.
** Knowledge / Skill Requirements
** Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account.  Private banking experience is a plus.

Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts.

Excellent analytical and financial modeling skills; able to combine quantitative and qualitative approaches to develop strategic recommendations.

Demonstrated ability to manage and deliver complex projects on time and within budget. Self-motivated and results-oriented, with a strong bias for action and ability to lead work streams from start to finish with limited oversight.

Ability to evaluate risks and the impact of decisions on an overall organization Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences
** Additional Requirements*
* ** Education / Experience
** Asset Mark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.
* Compensation:
The Base Salary range for this position is as follows:
** For Concord, CA:
Salary range is $195,000-$222,000
** For Charlotte, NC:
Salary range is $165,000-$188,000
** This information reflects a base salary range that Asset Mark 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-TE 110+ years of relevant experience.
* 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 Asset Mark  is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place.  We offer competitive salaries, full benefits, and excellent opportunities for growth.
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