Senior Advisor Programs Manager

About the role

We are seeking a highly self-sufficient and results-driven professional to strategize and partner in developing, marketing, monitoring, and measuring the success of AssetMark’s Advisor Programs. This role coordinates marketing, operations, reporting, practice management support, and technology to create cohesive and impactful programs. The Senior Manager will serve as a strategic leader, integrating internal functions and driving continuous improvement in a hybrid work environment based in Concord, CA.

Responsibilities

• Serve as the internal program manager, coordinating marketing, sales, and support services to resolve complex problems and develop go-to-market strategies.
• Work closely with cross-functional teams to maximize program efficacy.
• Design and implement program reporting and monthly communication procedures, maintaining clear KPIs and quarterly reporting to showcase successes and opportunities.
• Review, analyze, and interpret advisor trends and training needs to maintain strong industry knowledge.
• Monitor and evaluate operational efficiencies, identifying areas for improvement and implementing necessary changes.
• Manage and grow assigned programs, ensuring alignment with company objectives and maximizing benefits.
• Manage relationships with vendors and partners to support Advisor Programs initiatives.
• Serve as a liaison between the Program and Business Consulting team on content, collaborating with other departments to ensure effective communication and promotion.
• Lead marketing, communication, and promotion of the Programs internally and externally.
• Own content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and Business Consultant to deliver programs to advisors from beginning to end.
• Proactively identify opportunities for program enhancement and implement best practices.
• Consult with Advisors as needed to advance programs.
• Perform other duties as assigned.

Requirements

• Highly organized, detail-oriented, and capable of simultaneously monitoring and completing various projects.
• Demonstrated experience leading the integration of complex programs and utilizing best practices in management.
• Outstanding strategic thinking skills with a focus on results and impact.
• Superior oral and written communication skills; strong emotional intelligence and ability to work effectively with people at all organizational levels to create buy-in and teamwork.
• Self-motivated and self-directed with a strong work ethic.
• Ability to define clear objectives, collect appropriate information, and develop actionable plans.
• Apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to deal with abstract and concrete variables.
• Excellent analytical abilities and business judgment.
• Flexibility and ability to work as a team member.
• Ability to interact with all levels of management.
• Strong working knowledge of Salesforce, Slack, MS Office (Outlook, Word, Excel, and PowerPoint).
• Copywriting skills and a general understanding of graphic design preferred.
• Must be able to work hybrid (in office Tue/Wed/Thu) and attend up to 10 events per year.

Qualifications

• Bachelor’s degree.

Pay

The base salary range for this position is $105,000–$120,000. This position is also eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the U.S. without visa sponsorship.

Benefits

• Flex Time or Paid Time Off and Sick Time Off.
• 401K with 6% employer match.
• Medical, Dental, and Vision (HDHP or PPO).
• HSA with employer contribution (HDHP only).
• Volunteer Time Off.
• Career Development and Recognition.
• Fitness Reimbursement.
• Hybrid work schedule.

About Us

AssetMark is a company shaping the future of financial services. We combine technology, insight, and collaboration to create new possibilities for advisors, our people, and investors. Our mission is to help over 10,500 financial advisors make a meaningful difference in their clients’ lives by providing powerful technology, holistic support, and expert consulting. Backed by a comprehensive suite of investment solutions and a trust company with over $150B in AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Values

• Heart: Leading with heart to make a difference in the lives of teammates, clients, investors, and communities.
• Client Success: Obsessing over what matters to clients to create loyal, lasting relationships.
• Integrity: Doing what’s right, always, even when it’s hard.
• Respect: Being authentic, inclusive, and valuing all voices while winning together.
• Excellence: Learning fast, continuously improving, innovating, and collaborating to find better solutions.