Head of Design

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services. We are an integrated team of technologists, investment professionals, and operations experts working to keep our clients at the forefront of wealth management.

The Opportunity

We are looking for a Head of Design to lead the evolution of our product design function as AssetMark enters a pivotal phase of growth and platform transformation. This executive role will report directly to the SVP, Head of Product, and work in close partnership with Product and Engineering to deliver seamless, elegant, and intuitive experiences across a complex ecosystem of advisor and client-facing tools.

We operate in the wealth management space—an industry groaning under deeply complex workflows and legacy user experiences. The upside for great design is enormous. We are looking for a design leader excited to help turn complexity into clarity and deliver products that can be sophisticated while also human.

You will inherit an existing design team and be responsible for elevating and growing it into a high-performing function known for craft, clarity, and user obsession. This includes leading the creation and stewardship of a design system, building scalable design operations, and embedding user research and testing into the product development lifecycle.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA or Charlotte, NC.

Key Responsibilities

Design Leadership & Strategy: Define and drive a clear, compelling vision for design that aligns with our product strategy and roadmap.

Cross-Functional Partnership: Work hand-in-hand with Product and Engineering leadership to embed design thinking early and often in the development process.

Team Development & Mentorship: Build, lead, and grow a team of product designers and UX researchers. Champion design as a core capability across the organization.

Design Systems & Consistency: Lead the development and adoption of a robust, scalable design system that ensures consistency, accessibility, and velocity across the platform.

User Research & Testing: Build a strong research capability to deeply understand the needs, behaviors, and mental models of financial advisors and investors. Use those insights to inform design decisions and test them regularly with real users.

Workflow Simplification: Tame the complexity of financial workflows with clean, intuitive interfaces that delight users without sacrificing power or flexibility.

Design Execution: Ensure high-quality design outcomes across all product teams, providing thoughtful critique, coaching, and hands-on support where needed.

Design Operations: Introduce tools, processes, and rituals that scale quality design across a multi-product, multi-team environment.

Knowledge, Skills, Abilities:

Proven success designing complex, data-rich applications or workflows—ideally in fintech, SaaS, or similarly complex domains.

Deep understanding of design systems and experience leading their development and adoption across teams.

Expertise in user research, usability testing, and iterative design based on real-world feedback.

Highly collaborative, with a strong track record of building close partnerships with Product and Engineering peers.

Fluent in modern design tools and platforms (Figma, Storybook, Miro, etc.).

Strong design instincts and attention to detail—able to give meaningful feedback on visual polish, interaction design, and usability.

Excellent communication and storytelling skills; able to advocate for users and design at every level of the organization.

Education & Experience

10+ years of product design experience, with 5+ years leading and scaling high-performing design teams.

Bachelor’s or Master’s degree in Design, HCI, Psychology, or a related field or equivalent experience

Why Join AssetMark?

Lead design in a product-led transformation of a complex and high-impact financial platform.

Work closely with empowered product and engineering peers to build experiences that truly serve financial advisors and their clients.

Build the design system, research practices, and team culture you believe in—with executive support behind you.

Help shape the future of wealth management technology by making powerful tools feel effortless to use.

Compensation: The Base Salary range for this position is between $160,000-$180,000.

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:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

Flex Time Off or Paid Time/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.

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