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.

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.

Channel Manager, Advisor Managed Portfolios

Key skills