AssetMark

Channel Manager, Advisor Managed Portfolios

AssetMark

full-time

Posted on:

Location Type: Hybrid

Location: Concord • California • Illinois • United States

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Salary

💰 $115,000 - $135,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesadvisor-facing trading toolsinvestment managementfinancial marketsETFsmutual fundsfixed incomeequitiesseparately managed accountsUMA structures
Soft Skills
analytical skillsproblem-solving skillswritten communicationverbal communicationcredibility building