Develop and execute all aspects of the company's marketing and brand development Manage all marketing facets digital channels, digital advertising, email, social media, messaging and story development, copywriting, website design, public relations, partnerships and collaborations, and other areas to be determined by you Drive customer acquisition and retention through inn

Lead and manage members of the Operations Intelligence team, overseeing cross functional collaboration with Operations, Service, IT, and other business units to formulate advanced data solutions in alignment with AssetMark's strategic vision and comprehensive data strategies. Manage the day to day tactical operations of the operations intelligence team. Understands our da

Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development Develop subject matter expertise in lending business, understand the competitive landscape and offerings in terms of lending product trends

Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory Identify individual objectives, circumstances, and needs of the advisor's business, and their client base, and work with the advisor to evaluate potential solutions Influence, persuade, and educate advisors on the key benefits of

Generate and run financial reports for the sales team Maintenance and administration tasks within Salesforce.com Order marketing materials for advisors, prospective advisors, and sales team Work through call campaigns to fill conferences, webinars, and regional events when needed Work collaboratively with other departments in order to complete assigned tasks Provide back

for this role include, but are not limited to Develop and implement an actionable go to market strategy that consistently meets sales, client retention and revenue goals Develop and lead a sales team charged with driving new advisor adoption and increasing existing advisor share of wallet through proactive outreach and consultative selling to meet or exceed annual producti

Educate, advise, and consult with advisors, acting as a subject matter expert on our retirement offerings including 401(k), Pooled Employer Plan, 403(b), 457 plans Promote growth in sales production with the existing advisor base by proactively calling advisors to identify advisor needs and opportunities Cultivate an ongoing consultative relationship with top advisors and

Provide project management leadership and execution for assigned large initiatives greater than $2M that maximize value and return on investment. Manage development and implementation of business requirements, technical design, coding, testing plans, and production roll out in an iterative development environment per project charter document. Create and manage schedules,

This position will undertake specified tasks, performing some or all of the following Serve as the Lead Salesforce QA person that will set the QA standards across all teams Partner with product owners and business stakeholders to understand business requirements and translate them into comprehensive test plans Own the responsibility for the development and implementation

Product Strategy and Roadmap Develop and execute a strategic product roadmap supported by compelling business cases that align with the organization's goals, market trends, and competitive landscape. Identify market opportunities, assess client needs, and drive the development of innovative investment products. Product Development and Enhancement Lead the product developm

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. We can consider candidates for this position who are able to accommodate a hybrid work schedu

Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve products and sales materials and collateral Other duties as assigned Knowledge, Skills, and Abilities Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insu

Develop and execute end to end email marketing campaigns, encompassing conceptualization, design, segmentation, and deployment Assist in the creation and implementation of personalized email marketing strategies Implement A/B testing strategies to optimize email performance Ensure strict adherence to email marketing best practices, industry regulations, and CAN SPAM laws

Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor