Creative and Content Project Manager

AssetMark is seeking an experienced Senior Creative and Content Project Manager to support the Brand team (Experience Design and Event Experience) in content management, creative workflow, and event operations management.

Responsibilities

• Content Management:
  • Serve as a point person and project manager for content, under the direction of Director, Brand Operations
  • Work closely with Copywriters, Presentation Designers, and Video Producers to ensure all deliverables are cohesive and meet the AssetMark brand, event theme, and Vis ID standards
  • Coordinate with pre-identified speakers to ensure session objectives, timelines, and content requirements are met
  • Manage the collection, review, and organization of session materials and assets
  • Build show flows and content grids to manage accountability and workflow
  • Confirm session logistics, audiovisual needs, and presentation materials with speakers
  • Collaborate with internal stakeholders (Sales, Product, Business Partners, and Marketing) to ensure content alignment and readiness
  • Ensure session content and presentation design align with the event theme and maintain high-quality standards
  • Collaborate with other core team members to deliver a seamless and engaging attendee experience
• Creative Project Management:
  • Develop and implement comprehensive project plans and timelines for creative deliverables, including design, copywriting, and video, under the creative direction of the Director, Experience Design
  • Lead and coordinate matrix-style program teams, including creative, video, and production resources
  • Monitor deadlines and proactively follow up with stakeholders to ensure timely completion of deliverables
  • Track and report on post-project metrics to assess success
  • Manage print production and build timelines to keep designers on track with delivery
• Brand Operations:
  • Assist in the CFP process
  • Build post-event surveys
  • Create workflows for registration reporting using CVENT and Salesforce
  • Build planner alerts in CVENT, Salesforce, and Wrike
  • Assist with video workflow management and stakeholder communication
  • Manage the video studio schedule

Requirements

• Bachelor’s degree in Event Management, Communications, Marketing, or a related field is preferred
• Financial services industry experience is a plus
• Proven track record of managing creative deliverables and workflows is preferred
• 4+ years of experience in project managing content and creative
• Experience leading cross-functional teams and managing agenda and thematic development for impactful events
• Strong creative project management experience with a demonstrated ability to manage multiple creative projects and meet deadlines in a fast-paced environment
• Understanding of production and creative elements, with the ability to create holistic timelines that intersect with multiple teams and stakeholders

Skills

• Exceptional organizational and communication skills, with the ability to liaise effectively with speakers and stakeholders
• Strong initiative, self-motivation, and relational skills to build connections across departments
• High-level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms
• Ability to strategically oversee event timelines and deliverables with minimal supervision
• Attention to detail and solutions-oriented with a proactive approach to problem-solving

Pay

The base salary range for this position is between $95,000 and $115,000. This position is also eligible for additional variable incentive compensation and competitive benefits.

Schedule

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Benefits

• 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

About Us

We are AssetMark, a company 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, our people, and 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 is 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 $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Values

• Heart: Leading with heart, in truly making a difference in the lives of others: teammates, clients, investors, and communities.
• Client Success: Obsessing over client success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Integrity: Unyielding integrity, doing what’s right, always. Even when it’s hard.
• Respect: Collective respect, in being authentic, inclusive, and valuing all voices while winning together.
• Excellence: 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.