Senior Product Manager, Internal AI
AssetMark Financial HoldingsJob 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 Opportunity
AssetMark is building an AI Tiger Team to transform how our 1,000+ employees work, driving productivity, scale, and employee experience across our organization. As Senior Product Manager, Internal AI, you will be at the forefront of this transformation, owning the strategy, deployment, and impact of AI tools that will reshape how our teams — from investment professionals to engineers — accomplish their work.
This is a hands-on, technical product role where you'll design and build AI agents, manage enterprise AI tools like Slack and desktop AI assistants, and drive adoption across every function. You'll be responsible for identifying and executing high-impact opportunities, measuring tangible results, and cultivating a culture of AI-enabled productivity throughout AssetMark.
The ideal candidate is both a technical builder and a change agent—someone who can code agents one day and drive creative adoption campaigns the next, all while inspiring employees to become citizen developers solving their own workflow challenges with AI.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Key Responsibilities
Product Ownership & Strategy
Own the product roadmap and strategy for AssetMark's internal AI toolkit, including Slack AI, desktop AI assistants, and custom-built AI agents and tools
Source, evaluate, and prioritize AI opportunities across the organization—from operations to investment teams to engineers to corporate functions
Define product requirements and success metrics for AI initiatives, balancing business impact with technical feasibility
Maintain a roadmap view of AI investments, tracking aggregate impact and optimizing resource allocation
Hands-On Development & Implementation
Design, build, publish, and manage AI agents and automation tools using modern AI platforms and APIs
Partner closely with dedicated AI engineers on architecture and execution
Develop custom solutions for business users (operations, investment professionals, corporate functions) and technical teams (engineers, product managers, designers, data scientists, QA)
Implement and manage enterprise AI tools, ensuring optimal configuration, integration, and user experience
Work closely with Product Engineering and Data teams to integrate AI capabilities into existing workflows and systems
Impact Measurement & Reporting
Develop and operate a comprehensive methodology to quantify AI impact, tracking metrics including hours saved, cost reductions, quality improvements, and employee satisfaction
Establish baseline measurements and continuous tracking systems for AI initiatives
Create dashboards and reporting mechanisms to communicate progress to leadership and stakeholders
Conduct regular ROI analysis to guide investment decisions and demonstrate business value
Adoption & Change Management
Drive organization-wide activation and adoption of AI tools across all departments and functions
Develop comprehensive training materials, documentation, and best practice guides tailored to different user personas
Establish and manage an "AI Champions" program, partnering with representatives in each function to drive local adoption and gather feedback
Create incentive structures and recognition programs to encourage AI experimentation and citizen development
Build self-service resources enabling employees to solve their own workflow challenges with AI tools
Measure and improve adoption rates, user satisfaction, and capability maturity across teams
Ensure employees use AI tools ethically, safely, and responsibly, in adherence with AssetMark’s AI governance framework.
Cross-Functional Collaboration
Partner with function leaders to identify pain points and high-value automation opportunities
Collaborate with IT, Security, and Compliance teams to ensure AI implementations meet enterprise standards
Work with HR and Learning & Development on training programs, internal communications, and change management initiatives
Engage with vendors and technology partners to evaluate and integrate best-in-class AI solutions
Knowledge, Skills, Abilities
Technical hands-on capability: Demonstrated ability to build and deploy AI agents, automation workflows, and integrations using tools like GPT APIs, LangChain, Zapier, Make, or similar platforms
Product management excellence: Proven track record of owning products end-to-end, from strategy through execution and measurement
Data-driven mindset: Strong analytical skills with experience establishing metrics frameworks and conducting ROI analysis
Change management expertise: Success driving adoption of new technologies across large, diverse organizations with varying technical sophistication
Communication and influence: Ability to translate complex AI concepts for non-technical audiences and build excitement around new capabilities
Entrepreneurial spirit: Comfortable with ambiguity, able to build programs from scratch, and willing to roll up sleeves to get things done
User empathy: Deep understanding of diverse user needs across technical and non-technical roles
Strategic thinking: Ability to balance quick wins with long-term transformation, prioritizing based on business impact
Education & Experience
5+ years of product management experience, with at least 2 years focused on AI, automation, or internal tools
Hands-on technical experience building AI applications, agents, or automation workflows
Demonstrated success driving technology adoption and change management in enterprise environments
Experience working with diverse user groups, including technical teams (engineers, data scientists) and business users
Background in financial services, fintech, or wealth management is a plus but not required
Bachelor's degree in Computer Science, Engineering, Business, or related field; advanced degree is a plus
Why Join AssetMark?
Be a transformation leader: Shape how AI will fundamentally change how 1,000+ employees work, with measurable impact on productivity and innovation
Hands-on impact: This isn't a theoretical role—you'll build real tools that employees use daily and see direct results from your work
Greenfield opportunity: Join at the ground floor of AssetMark's AI transformation with the autonomy to define strategy and build programs from scratch
Diverse user base: Work with a fascinating mix of users—from software engineers to investment professionals—each with unique AI opportunities
Innovation-focused environment: Join a private equity-backed company investing heavily in technology and innovation to drive growth
Mission-driven culture: Be part of an organization dedicated to empowering financial advisors and improving financial wellness for their clients
Compensation: The Base Salary range for this position is between $142,000-$158,000.
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.