Job Description:

AssetMark 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.

The Job/What You'll Do:

We are seeking a highly organized, operationally-focused Chief of Staff to support our Chief Product & Technology Officer in managing a 500-person global product and engineering organization. This role requires exceptional organizational skills, a passion for technology, and the ability to thrive in a complex, fast-paced environment.

The ideal candidate will be a strategic operational partner who can seamlessly navigate between high-level organizational management, detailed administrative work, product operations, and strategic initiatives. We have a strong preference for candidates with experience in either software development or wealth or asset management.

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

Key Responsibilities:

Organizational & People Management

Support the CPTO in operating a 500-person global product and engineering organization

Facilitate cross-functional communication and alignment across teams

Assist with organizational design, team structure optimization, and talent planning

Help manage leadership team dynamics and strategic initiatives

Administrative Operations

Own budgeting and financial planning processes for the product and engineering organization

Manage vendor relationships, contract negotiations, and statement of work (SOW) processes

Coordinate with Executive Assistant on strategic priorities and complex operational matters

Handle compliance, procurement, and strategic operational tasks

Product Operations

Define and implement processes for product and engineering teams

Partner with our Heads of Product and Engineering on roadmap operations, including planning cycles, prioritization frameworks, and stakeholder communication

Research, evaluate, and drive adoption of new tools for engineers and designers

Stay current on AI tools and emerging technologies relevant to product development disciplines

Optimize team workflows and operational efficiency

Strategy & Executive Support

Support the CPTO in senior-level strategy discussions and decision-making

Contribute to M&A evaluations, partnership assessments, and strategic planning

Assist with roadmap decisions and product portfolio strategy

Support competitive analysis and market research initiatives

Provide analytical support for board-level and executive team strategic work

Background & Experience

5-8 years of professional experience in FP&A, corporate development, investment banking, consulting, or in product management or engineering

Preference for candidates with experience in the wealth management or asset management industries

Demonstrated excellence in managing complex operational processes and stakeholder relationships

Track record of working in fast-paced, high-growth, or highly regulated environments

Core Competencies

Exceptional Organizational Skills: Natural ability to create structure, manage multiple complex workstreams, and maintain operational excellence

Technology Passion: Genuine interest in and understanding of technology trends, product development, and engineering practices

Analytical Rigor: Strong quantitative and qualitative analytical capabilities with attention to detail

Communication Excellence: Outstanding written and verbal communication skills across all organizational levels

Process Optimization: Instinctive drive to identify inefficiencies and implement systematic improvements

Stakeholder Management: Proven ability to manage relationships with diverse internal and external stakeholders

Technology Interest & Understanding

Curiosity about emerging technologies, particularly AI tools and their applications

Understanding of software development lifecycle and product management principles

Interest in staying current with technology trends and their business implications

Ability to quickly learn and evaluate new tools and platforms

Mindset & Approach

Operational Excellence: Takes pride in flawless execution of both strategic and administrative responsibilities

Learning Orientation: Eager to understand how technology organizations operate at scale

Pragmatic Mindset: Understands that access to high-level strategy requires excellence in operational fundamentals

Growth Focus: Views challenges as opportunities to build new capabilities and expertise

Compensation: The Base Salary range for this position is between $140,000-$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.

#LI-hybrid

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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.