The Job/What You'll Do:
The Sr. Manager, Strategic Initiatives Enablement, Wealth Solutions Strategy will work as a member of the Wealth Solutions team of AssetMark, Inc. In this capacity, the Sr. Manager, Strategic Initiatives Enablement will report directly to the VP of RIA Wealth Management Solutions, and partner with the senior Wealth Solutions Leadership team to stay abreast of the RIA Channel focus, scaling business opportunities, support our M&A process, and drive other strategic programs that drive firm growth.
Our ideal candidate is intellectually curious, for constant improvement, and excels in a highly collaborative culture. This position will also require you to dig into current processes to help resolve disparate business processes to further scale future growth, and will support both existing and new strategic initiatives. A successful candidate provides fact-based reporting, business opportunities, or other insights that inform AssetMark’s product, strategy, and innovation.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA, or Charlotte, NC offices.
Responsibilities:
Support the development and maintenance of a forward-looking program roadmap driving transparency for consensus, insight, and leadership decisions with enterprise strategy and executive priorities
Collaborate with cross-functional teams to support strategic initiatives, including, but not limited to, TMS, Direct Indexing, ETF Essentials, FI Onboarding, Private Markets, and SBDA, with advisor and client needs at the forefront
Direct and organize product, marketing, and operations for RIA-focused go-to-market / commercial-ready execution
Drive collaboration with AssetMark and Adhesion’s investment teams to provide a unified team by navigating conflict, utilizing emotional intelligence, and aligning the team
Align, focus, and support investment product objectives, ensuring successful implementation
All other duties assigned
Knowledge, Skills, and Abilities:
Ability to manage multiple products or programs simultaneously, with the capability of switching between high-level strategic thinking and a tactical opportunity mindset
Strong communication skills with the ability to effectively interface with senior leadership up to and including the C-Suite
Flexible mindset and ability to adapt quickly to new demands and challenges (able to deal with ambiguous situations, frequent change, or unexpected events)
A strong action orientation
Excellent oral / written communication, presentation, and listening skills
Partners well with colleagues and outside business partners to get work done
A positive, team-oriented, can-do attitude
Must be able to work effectively in a fast-paced, changing environment
Education & Experience:
Bachelor’s degree in business, or other related fields, or equivalent experience
10+ years of relevant experience. A combination of strategy analysis and/or experience in the financial services industry is highly preferred
The candidate must demonstrate strong quantitative skills with strengths in the areas of strategy, analytic assessment, communication skills, and display ingenuity and tenacity in delivering high-quality results
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.
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.