AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Over 10,000 advisors rely on AssetMark for investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses.
The Opportunity
AssetMark is building an AI Tiger Team to transform how our 1,000+ employees work. As Director of Product - Internal AI, you will lead the product strategy, roadmap, execution, and adoption of internal AI tools that drive productivity, scale, and employee experience across the organization.
This role requires strength in three areas:
Deep technical AI credibility. You must have personally built and shipped AI-enabled products, agents, automations, or internal tools into production. You should be able to partner with and challenge engineering on architecture, integrations, data flows, model/tool selection, reliability, and scalability. This is a product role that meaningfully blurs into engineering.
Strong product management craft. You will treat employees as users, deeply understand their workflows and jobs to be done, define what product-market fit means for internal AI tools, and build roadmaps around adoption, repeat usage, trust, and measurable value.
Creative adoption leadership. You will drive AI adoption across a diverse employee base, from sophisticated software engineers and data scientists to colleagues early in their personal AI journeys. Success requires imagination, empathy, training, storytelling, incentives, and strong change management.
You will also lead and coach a more junior product manager on the AI Tiger Team.
We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA office.
Key Responsibilities
Product Strategy & Roadmap
Define and lead the roadmap for AssetMark’s internal AI toolkit, including custom AI agents, automations, our in-house AI development harness, ChatGPT, Slack, and more.
Source, evaluate, and prioritize high-impact AI opportunities across operations, investment teams, engineering, product, data, and corporate functions.
Translate employee needs, business priorities, and technical feasibility into clear product strategies, roadmaps, requirements, and success metrics.
Build business cases for major AI initiatives, including expected ROI, adoption plans, risks, and resourcing needs.
Technical Product Leadership
Design, prototype, launch, and manage AI agents, automations, and internal AI tools.
Serve as a credible counterpart to engineering, engaging deeply on architecture, implementation tradeoffs, integrations, data dependencies, evaluation, security, reliability, and scalability.
Partner with AI engineers, Product Engineering, Data, IT, Security, and Compliance to deliver secure, scalable, enterprise-ready AI capabilities.
Evaluate and implement enterprise AI platforms and vendors.
Product Management & User Discovery
Treat AssetMark employees as internal customers and users, developing a deep understanding of their workflows, pain points, and jobs to be done.
Conduct discovery across technical and non-technical teams to identify problems worth solving.
Define MVPs, features, requirements, launch plans, and iteration loops.
Measure product-market fit through adoption, repeat usage, satisfaction, workflow integration, and business impact.
Adoption & Change Management
Lead organization-wide activation and adoption of AI tools across all departments.
Create training, demos, office hours, documentation, playbooks, and self-service resources tailored to different user personas.
Build and manage an AI Champions program to drive local adoption, gather feedback, and surface new use cases.
Develop creative campaigns, incentives, and recognition programs that encourage responsible AI experimentation and citizen development.
Ensure AI tools are used ethically, safely, and responsibly in accordance with AssetMark’s AI governance framework.
Impact Measurement & Leadership
Establish metrics and dashboards to track AI impact, including hours saved, cost reduction, quality improvement, cycle-time reduction, adoption, and employee satisfaction.
Report progress, ROI, risks, and opportunities to leadership and stakeholders.
Lead, coach, and develop a junior product manager on the AI Tiger Team.
Partner with business leaders, HR, Learning & Development, Communications, IT, Security, Legal, Risk, Compliance, and external vendors.
Knowledge, Skills, Abilities
Hands-on experience building and shipping AI products, agents, automations, or integrations into production.
Strong technical fluency in generative AI, LLM APIs, AI agents, automation platforms, integrations, data flows, and enterprise AI tools.
Proven product management skills, including discovery, roadmap development, prioritization, requirements, launch planning, and success measurement.
Ability to define product-market fit for internal tools by understanding employee workflows, jobs to be done, adoption patterns, and business value.
Strong communication skills with the ability to influence executives, engineers, business leaders, and non-technical users.
Creative change-management instincts and demonstrated success driving adoption of new technologies.
Strong analytical skills and experience measuring ROI and operational impact.
Understanding of responsible AI, data security, privacy, compliance, and enterprise risk.
Ability to coach and develop product talent.
Education & Experience
8+ years of product management, technology product leadership, AI product development, automation, internal tools, or related experience.
3+ years focused on AI, automation, internal productivity tools, AI agents, or enterprise technology transformation.
Demonstrated experience personally building and launching AI-enabled tools or products into production.
Proven ability to work deeply with engineering teams and engage on technical tradeoffs.
Experience driving technology adoption and change management across diverse enterprise user groups.
People management or coaching experience required.
Background in financial services, fintech, wealth management, or a regulated industry is a plus.
Bachelor’s degree in Computer Science, Engineering, Business, or related field; advanced degree is a plus.
Why Join AssetMark?
Lead a major AI transformation affecting 1,000+ employees.
Build real tools that employees use every day.
Work in a rare role that blends product leadership, hands-on AI building, and enterprise change management.
Coach and develop product talent on a high-impact AI Tiger Team.
Help define how AssetMark responsibly uses AI to improve productivity, innovation, and employee experience.
Compensation: The Base Salary range for this position is between $235,000-$270,000.
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:
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.