Chad Elkins in

Chad Elkins

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Director of Product Management at AssetMark
📍 Charlotte, North Carolina, United States

Chad is a strategic FinTech product director at AssetMark, specializing in AI-driven digital transformation and workflow digitization. After a 26-year tenure at Charles Schwab managing platforms supporting $4T in assets, he now leads M&A integration and agile methodology shifts. Colleagues describe him as an inspiring, innovative, and effective leader.

Outside of his direct responsibilities, Chad shows a keen interest in the evolution of major technology companies, following industry leaders like Microsoft and IBM to stay informed on broader enterprise-level innovation.

Unique fact: He played a key role in the technical integration of the TD Ameritrade platform during the largest merger in Broker/Dealer history.

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Experience
14 Years
Current Role
Director of Product Management
Job Level
Mid-senior
Location
Charlotte, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Chad cares about

AI Product Strategy
He holds a certification from MIT xPro in "Designing and Building AI Products and Services, " reflecting a focus on leveraging artificial intelligence in his work.
FinTech Modernization
His career has focused on transforming legacy financial platforms into modern, scalable digital experiences for firms like Charles Schwab and AssetMark.
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Career

Work history

5-2024
Director of Product Management
AssetMark
12-2019 - 1-2024
Director - Product Management
Charles Schwab
7-2011 - 12-2019
Sr. Manager, Product Manager
Charles Schwab
7-2011 - 8-2013
Product Manger
Charles Schwab
In the press

Media appearances

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Education
11-2023 - 2-2024
Designing and Building AI Products and Services
MIT xPRO
2004 - 2007
Computer Information Services
DeVry University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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