AssetMark is seeking a Vice President of Product Management to oversee and manage the full suite of Salesforce products across the enterprise, including Financial Services Cloud, Marketing Cloud, Personalization, Agentforce, Data Cloud and future Salesforce innovations. This role will be instrumental in shaping the Salesforce product strategy, driving platform adoption, and delivering transformative experiences for financial advisors, and internal sales, marketing and service stakeholders. This is a unique opportunity to redesign sales, service and marketing experience across the latest versions of Salesforce Platform capabilities, as part of a 2026 enterprise transformation program.
Requirements
- 10+ years of product management experience, with 5+ years in Salesforce platform leadership (with experience in Financial Services Cloud, Marketing Cloud, etc.).
- Experience in implementing Financial Services Cloud or designing experiences as a hands-on Solution Engineer.
- Proven success in leading enterprise-scale CRM transformations and delivering measurable business outcomes.
- Strong technical acumen—comfortable discussing APIs, cloud architecture, and platform integrations.
- Experience managing and scaling high-performing product teams.
- Deep understanding of wealth management, fintech, or financial services.
- Stay ahead of Salesforce ecosystem trends, including AI, automation, and data cloud capabilities.
Responsibilities
- Define and own the multi-year vision and roadmap for Salesforce platform, ensuring alignment with AssetMark’s business strategy and advisor experience goals.
- Champion the integration and optimization of Salesforce products to deliver seamless, data-driven, and personalized experiences across the advisor lifecycle.
- Oversee the end-to-end lifecycle for Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and related products.
- Drive platform governance, release management, and roadmap prioritization across business units.
- Partner with Engineering to deliver scalable, intuitive, and secure Salesforce solutions.
- Ensure Salesforce platforms deliver 360-degree customer views, modern lead management and onboarding, omni-channel service experiences, personalized journeys, and actionable insights.
- Drive initiatives that enhance data quality, enrichment, and master data management across Salesforce tools.
Other
- Lead, mentor, and grow a team of 5 Product Managers, fostering a high-performance, customer-obsessed culture.
- Establish clear goals, KPIs, and development plans to elevate team capabilities and impact.
- Work closely with Sales, Marketing, Service and Operations to ensure persona-centric design, successful go-to-market execution and platform adoption.
- Leverage stakeholder feedback, analytics, and market research to identify opportunities for innovation and differentiation.
- Support Product Managers in presenting product strategy, performance metrics, and roadmap updates to senior leadership and stakeholders.
