Senior Portfolio Manager responsible for executing risk - based coverage plans and monitoring credit portfolios. Requires extensive experience in consumer credit, leadership, and project management.
About the role
- Channel Manager leading growth of Advisor Managed Portfolios at AssetMark. Collaborating with advisors and teams to drive product strategy and drive commercial outcomes.
Responsibilities
- Be the internal champion for advisors who actively manage client portfolios.
- Gather and prioritize business needs from advisors, firms, and sales teams — translating them into platform requirements.
- Maintain strong relationships across BD, Hybrid RIA, Independent RIA, and Bank Trust channels.
- Define and maintain the AMP platform roadmap.
- Align platform enhancements with firm investment strategy.
- Evaluate existing advisor workflows and identify opportunities to streamline processes.
- Act as the connective tissue between Operations, Compliance, Legal, Technology, and Wealth Solutions.
- Track platform usage, advisor productivity, and workflow efficiency.
- Ensure platform capabilities align with AssetMark and advisor firm requirements.
Requirements
- 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.
Benefits
- 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
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