Director, Wealth Planning Solutions

Director, Wealth Planning Solutions – Asset Mark About the Role

Act as a key member of the Wealth Solutions team, reporting to the VP, Wealth Solutions. Partner with senior leaders to define vision, scope, and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients. Work closely with the SVP of Advanced Planning to develop and execute a strategic roadmap, manage existing products (SBLOC and Charitable), and launch new holistic wealth solutions.

Collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functions to enhance our offerings beyond asset management services.

Candidate must accommodate a hybrid work schedule and be located near Concord, CA;
Chicago, IL; or Charlotte, NC.

• Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for Asset Mark’s wealth and planning solutions.
• Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting.
• Develop top‑grade executive presentations and lead discussions that support decision alignment or promote awareness with leadership teams.
• Take ownership of existing offerings, including SBLOC and Charitable, with a mandate to grow and expand these solutions.
• Lead efforts to develop and launch new holistic wealth solutions, with a focus on banking, lending, charitable giving, trustee services, and planning‑adjacent needs.
• Manage relationships with third‑party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management.
• Partner with cross‑functional teams to execute strategic plans, ensure a modern digital experience and enable well‑equipped sales and service teams.
• Craft and execute clear pipeline plans to research/​analyze issues, explore new ideas and solutions, and drive decision making.
• Support sales efforts by championing the solution set across distribution channels and addressing product competitiveness and positioning within target client segments.
• Lead and support the development of junior staff, fostering collaboration and a high‑performance culture.

• Extensive experience in product strategy and development of wealth management solutions such as cash, lending, retirement, or other offers that 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.
• Strong background in managing third‑party solution provider relationships, including contract negotiation and performance oversight.
• Understanding of Broker‑Dealer and RIA environments, including how TAMPs function within the industry, is helpful; not required.
• 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 the overall organization.
• Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences.
• Thrives in a fast‑paced, dynamic environment with a strong team orientation and collaborative mindset.
• Positive, solutions‑focused attitude, team‑oriented, and can‑do attitude.

• Limited travel approximately 10‑15% depending on business needs.

• Bachelor’s degree in business or related field.
• 10+ years of relevant experience.

Base Salary ranges:

• Concord, CA: $195,000 – $222,000
• Charlotte, NC: $165,000 – $188,000

Position eligible for variable incentive compensation and competitive benefits.

Asset Mark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice…