The Job/What You'll Do:
The Senior Channel Content Lead role will be responsible for marketing content and messaging strategy and development for AssetMark’s financial intermediary channels, with a focus on RIA, bank/trust companies and broker-dealer firms.
The ideal candidate is a creative marketer, talented writer, and strategic thinker with experience in marketing to financial professionals in a B2B environment. Strong ability to create compelling content in a deadline-driven environment is a must.
This is a full-time position in our Concord, CA office with a hybrid work schedule.
Responsibilities:
Develop and manage a full spectrum of content—from thought leadership and narrative-driven storytelling to product and campaign content that brings new investment and technology solutions to market
Translate complex investment, technology, and platform capabilities into clear, compelling, advisor-focused value propositions
Plan, create and manage content across multiple formats and channels, including print collateral, digital assets, presentations, website content, email campaigns, social media posts and video
Collaborate with cross-functional stakeholders to shape website content strategy and user experience, contribute to web design and optimization initiatives as needed
Monitor performance and engagement metrics to inform ongoing optimization of content and channel strategy
Knowledge, Skills, Abilities:
Exceptional writing skills with the ability to tailor to different advisor audiences and content format
Deep experience developing marketing and thought leadership content for financial advisors
Strong understanding of investment products, technology platforms and advisor business needs; ability to quickly learn and synthesize complex topics
Proven ability to create integrated content strategies across print, digital, web, email, PowerPoint, social and video
Strategic mindset with the ability to balance brand storytelling, demand generation and product-driven messaging
Experience with web content strategy
Highly organized and able to manage multiple projects, deadlines and stakeholders simultaneously
Strong cross-functional collaboration skills and comfort working with senior leaders and subject-matter experts
Self-directed, detail-oriented and comfortable operating in a fast-paced evolving environment
Knowledge, Skills, and Abilities:
Knowledge of financial services and/or investment products
Exceptional writing skills
Demonstrated success in developing and executing high-impact marketing content
Education & Experience:
Bachelor’s degree required
7+ years of experience in financial services marketing
Compensation: The Base Salary range for this position is between $109,000-$146,000.
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:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and 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.