: Position Overview:

The information below covers the role requirements, expected candidate experience, and accompanying qualifications. The Director of Asset Management Business Strategy will lead the strategic growth of the proprietary asset management business within AssetMark, a leading wealth management platform serving Registered Investment Advisors (RIAs) and independent financial advisors. This role, reporting to the SVP, Head of Investment Products, is responsible for driving asset and revenue growth by expanding the reach and scale of AssetMark’s proprietary asset management capabilities. This critical leadership role will focus on transforming the proprietary asset manager into the leading investment provider on the platform. As the asset allocator and advice-overlay provider, the proprietary asset manager is positioned to help advisors achieve scale, personalization, and successful client outcomes. A well-qualified candidate must think like a visionary but act strategically, with an understanding of the market dynamic in the wealth space and how to commercialize asset management capabilities on a leading wealth platform. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA, Charlotte, NC, or Chicago, IL. The Job/What You'll Do: Develop and execute strategies that leverage the proprietary asset allocation framework as a growth engine to drive new product development, UMA program offering and strategic partnerships. Design and implement strategies to maximize partnership opportunities with third-party managers on the platform, integrating proprietary asset allocation models to enhance value propositions and revenue streams. Oversee the strategic development, positioning, and expansion of AssetMark’s proprietary investment solutions, ensuring alignment with asset allocation strategies to drive AUM and revenue growth. Develop a strategic plan for the proprietary mutual fund business, evaluating growth potential and opportunities in product expansion and share class creation Stay abreast of trends in the wealth space and the proprietary asset management programs on competitor platforms to identify opportunities for improving and scaling our offering. Represent the AssetMark proprietary asset management business to sales, internal stakeholders and 3rd party managers by providing thought partnership and effectively driving alignment to achieve asset adoption and better client experience. Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, and to facilitate successful implementations. Lead and manage a team of product managers to achieve strategic goals, drive performance, and foster professional development Qualifications: Requires 10+ years of experience in financial services; must have product development experience in asset management and/or investment platform, with a proven track record of driving commercial outcomes through new products and partnerships. Expert knowledge of financial markets including knowledge on public equity and fixed income securities, derivative instruments, and private markets, including real assets Deep understanding of the value creation in the asset management and mutual fund business; experience with developing ETF, mutual funds and managed accounts programs is highly desired Excellent analytical/conceptual problem-solving skills, with ability to leverage quantitative and qualitative approaches to develop actionable recommendations Solid understanding of Broker-Dealer and RIA distribution channels, including an understanding of how wealth management platform and asset managers engage with distributors and financial advisors Intimate familiarity with and interest in various legal and tax jurisdictions and structuring considerations; understanding of ERISA and other regulatory frameworks Ability to engage credibly with sales, advisors, and senior executives, and external partners. Outstanding people leadership and culture-building skills, encouraging a high-energy, high-achievement culture balanced with respect and warmth. Expertise in financial analysis, market research, and using relevant financial software and platforms. Superb skills in Excel and PowerPoint are required. Bachelor's degree required. MBA and CFA preferred Compensation: The Base Salary range for this position is between $125,000 - $275,000. 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 #LI-TE 1 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.

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