Channel Manager, Advisor Managed Portfolios
AssetMark, Chicago, IL, United States
Channel Manager, Rep as Portfolio Manager
AssetMark is seeking a dynamic Channel Manager to lead the growth and evolution of our Rep as Portfolio Manager platform, Advisor Managed Portfolios (AMP). This role sits at the intersection of product strategy, advisor relationships, and commercial execution making it ideal for someone who thrives on solving complex problems through collaboration and technology. You'll serve as a key internal voice for the Advisor Managed Portfolios, partnering across Sales, Technology, Operations, and Compliance to shape the AMP roadmap and drive meaningful outcomes for advisors, broker-dealer partners, and their clients. This role is hybrid and open to candidates near Concord, CA | Charlotte, NC | Chicago, IL | Atlanta, GA | Phoenix, AZ What You'll Do
Channel Advocacy & Advisor Engagement Product Strategy & Roadmap Ownership Workflow Optimization Cross-Functional Collaboration Performance Monitoring & Continuous Improvement Risk & Compliance Alignment What You Bring
3+ years of experience in financial services, with hands-on experience with advisor-facing trading tools and/or investment management; demonstrated track record of driving commercial outcomes through product management or channel partnerships Strong knowledge of financial markets, including ETFs, mutual funds, fixed income, and equities Deep understanding of separately managed accounts (SMAs) and UMA structures in the context of portfolio management Sharp analytical and problem-solving skills comfortable working with both quantitative data and qualitative feedback to drive decisions Excellent written and verbal communication skills; able to present recommendations clearly to audiences ranging from advisors to senior executives Ability to build credibility quickly with sales teams, advisors, and external partners Proficiency in Excel and PowerPoint Bachelor's degree required Compensation: The Base Salary range for this position is between $115,000-$135,000. 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. 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 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 familybecause 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.
AssetMark is seeking a dynamic Channel Manager to lead the growth and evolution of our Rep as Portfolio Manager platform, Advisor Managed Portfolios (AMP). This role sits at the intersection of product strategy, advisor relationships, and commercial execution making it ideal for someone who thrives on solving complex problems through collaboration and technology. You'll serve as a key internal voice for the Advisor Managed Portfolios, partnering across Sales, Technology, Operations, and Compliance to shape the AMP roadmap and drive meaningful outcomes for advisors, broker-dealer partners, and their clients. This role is hybrid and open to candidates near Concord, CA | Charlotte, NC | Chicago, IL | Atlanta, GA | Phoenix, AZ What You'll Do
Channel Advocacy & Advisor Engagement Product Strategy & Roadmap Ownership Workflow Optimization Cross-Functional Collaboration Performance Monitoring & Continuous Improvement Risk & Compliance Alignment What You Bring
3+ years of experience in financial services, with hands-on experience with advisor-facing trading tools and/or investment management; demonstrated track record of driving commercial outcomes through product management or channel partnerships Strong knowledge of financial markets, including ETFs, mutual funds, fixed income, and equities Deep understanding of separately managed accounts (SMAs) and UMA structures in the context of portfolio management Sharp analytical and problem-solving skills comfortable working with both quantitative data and qualitative feedback to drive decisions Excellent written and verbal communication skills; able to present recommendations clearly to audiences ranging from advisors to senior executives Ability to build credibility quickly with sales teams, advisors, and external partners Proficiency in Excel and PowerPoint Bachelor's degree required Compensation: The Base Salary range for this position is between $115,000-$135,000. 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. 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 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 familybecause 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.