Job summary
Job post source
This job is directly from AssetMark
Job overview
The Senior Director, Channel Marketing at AssetMark leads marketing strategies across financial intermediary channels to drive advisor engagement and business growth.
Responsibilities and impact
The role involves developing channel marketing strategies, overseeing campaign development, championing advisor engagement programs, collaborating cross-functionally, and measuring marketing impact through KPIs.
Compensation and benefits
The position offers a base salary range of $160,000-$190,000 in Concord, CA and $130,000-$155,000 in Charlotte, NC, plus variable incentives, 401K with 6% match, medical/dental/vision plans, HSA contributions, flex time off, volunteer time off, fitness reimbursement, and a hybrid work schedule.
Experience and skills
Candidates need 12+ years in channel marketing with 5+ years in leadership within financial services, deep knowledge of RIA, bank/trust, and broker-dealer channels, strong leadership and communication skills, and a bachelor's degree; MBA preferred.
Career development
AssetMark offers career development and recognition opportunities within a mission-driven culture focused on innovation and excellence.
Work environment and culture
The company culture emphasizes Heart, Integrity, Excellence, Respect, diversity, inclusion, and supports a hybrid work environment.
Company information
AssetMark provides investment and consulting solutions to independent financial advisors, focusing on technology, consulting, and investment platforms to enhance client service.
Team overview
The Senior Director reports to the CMO and leads channel marketing efforts, working closely with sales, product, and service teams to align marketing with business goals.
Job location and travel
The role is hybrid, based near Concord, CA or Charlotte, NC offices, accommodating flexible work arrangements.
Unique job features
The job features leadership over strategic channel marketing in financial services with a focus on RIA, bank/trust, and broker-dealer channels, emphasizing data-driven decision making and high-impact campaigns.
Company overview
AssetMark is a leading provider of investment and wealth management solutions, catering primarily to financial advisors. The company generates revenue through advisory fees, asset management services, and technology platforms designed to enhance financial planning and portfolio management. Founded in 1996, AssetMark has a history of innovation in financial services, including its acquisition by Huatai Securities in 2016, which expanded its global reach. The firm is known for its robust support infrastructure, helping advisors deliver personalized investment strategies to their clients.
How to land this job
Position your resume to highlight leadership in channel marketing within financial services, focusing on strategy development for RIA, bank/trust, and broker-dealer channels to align with AssetMark's growth objectives.
Emphasize experience in cross-functional collaboration, campaign development, advisor engagement programs, and data-driven marketing optimization to showcase your ability to drive measurable business results.
Apply through multiple platforms including AssetMark's corporate career site, LinkedIn, and reputable job boards to maximize your application visibility and reach.
Connect on LinkedIn with marketing leaders and channel team members at AssetMark; use ice breakers like complimenting their recent campaign success, asking about emerging trends in financial intermediary marketing, or inquiring how they integrate advisor feedback into channel strategies.
Optimize your resume for ATS by incorporating keywords from the job description such as 'channel marketing strategy,' 'RIA,' 'broker-dealer,' 'advisor engagement,' 'campaign optimization,' and 'cross-functional collaboration' to ensure it passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate applying across multiple sites, tailor your resume with relevant keywords, and identify LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and strategic networking.
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