Chad Elkins

Evaluator
DISC Type : csd

Director of Product Management at AssetMark

Charlotte, North Carolina, United States

Overview

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.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care 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.
M&A Integration
He has recent, direct experience leading complex technical integrations, including the Schwab/TD Ameritrade merger and Morningstar Wealth's TAMP business at AssetMark.

Media Appearances

Chad has no verified media appearances

Work History

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

Education

11-2023 - 2-2024
Designing and Building AI Products and Services from MIT xPRO
2004 - 2007
Computer Information Services from DeVry University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Charlotte, North Carolina, United States Job Level : Mid-senior Designation : Director of Product Management at AssetMark
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Chad

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Chad take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Chad

Personality Compatibility


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