Director, Strategy and Chief of Staff - Wealth Solutions

AssetMark Financial Holdings; Charlotte (NC); Hybrid; USD 150,000 - 220,000; Full time

Job summary

AssetMark is seeking a Director, Strategy and Chief of Staff - Wealth Solutions to partner with the EVP and senior leadership to align strategic initiatives, evaluate opportunities, and drive growth through data-informed programs.

The role emphasizes analytics, cross-functional collaboration, and managing multiple strategic projects, including budgeting, product roadmaps, and M&A support. Hybrid work near Charlotte, NC or Concord, CA.

Qualifications

• Bachelor's degree in finance, statistics, business or related field.
• 5–10 years of relevant experience in investment/strategy roles preferred.
• Strong quantitative, analytic, and communication skills with ability to deliver high-quality results.

Responsibilities

• Support strategic planning across Wealth Solutions, including budgeting processes.
• Collaborate with Strategy and Executive teams to align with enterprise priorities.
• Help develop and maintain a forward-looking investment product and services roadmap.
• Act as internal consultant for Wealth Solutions leaders and client segments.
• Analyze industry trends and research to inform executive decisions.
• Drive continuous improvement of business models and processes.
• Coordinate leadership meetings, reporting collateral, and OKRs/KPIs.
• Assist in creating materials and presentations for business objectives.

Skills

Excel

PowerPoint

Databases

CRM platforms

AI tools

Tableau

Education

Bachelor's degree in finance, statistics, business

Tools

Tableau

BI tools

CRM platforms

Job description

Job Description:

The Director, Strategy and Chief of Staff - Wealth Solutions will work as a member of the Wealth Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&A process and drive other strategic programs that drive firm growth.

Our ideal candidate is intellectually curious, loves to work with data, strives for constant improvement, and excels in a highly collaborative culture. This position will also require you to dig into data to help answer business questions as well as manage critical projects to support both existing and new strategic initiatives. A successful candidate enjoys building fact-based reporting, business cases, or other insights that inform AssetMark's product and services strategy and innovation.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA offices.

Responsibilities:

• Support strategic planning across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process.
• Collaborate with Corporate Strategy and Executive Team to ensure the Wealth Solutions strategy is fully aligned with broader enterprise priorities
• Support the development and maintenance of a forward-looking investment product and services roadmap for the Wealth Solutions organization.
• Function as an internal consultant supporting leaders overseeing Assetmark's wealth solutions, service offerings and client segments.
• Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services and the broader competitive environment.
• Consistently innovate or support innovation of the business model and products.
• A member of the AWS Leadership team. Responsible for working with executive to run leadership meetings, all-team meetings, and other organizational forums.
• Oversee the process of the creation and maintenance of KPIs, OKRs, and executive reporting collateral (on a quarterly and ad-hoc basis) for AWS.
• Seek to automate and constantly improve internal processes for tracking: financial metrics, product usage, asset distribution, adoption of services, etc.
• Support the Chief Wealth Solutions Officer in creating materials and presentations that deliver on various business objectives.

Knowledge, Skills, and Abilities:

• Advanced skill in Excel and PowerPoint; plus high competence with database construction, CRM platforms, AI (e.g. Chat GPT) and business intelligence tools (e.g. Tableau or BI) to optimize processes and enable success
• Strong analytical skills with the ability to analyze / mine data while identifying key insights and trends
• Strong communication skills with the ability to effectively interface with senior leadership up to and including the C-Suite
• Ability to manage multiple projects simultaneously, with the capability of switching between high-level strategic thinking and a tactical opportunity mindset
• 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 fast-paced, changing environment

Education & Experience:

• Bachelor's degree in finance, statistics, business, or other related fields
• 5-10 years of relevant experience. A combination of investment analyst, strategy analyst, 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 displaying the ingenuity and tenacity in delivering high quality results

Compensation:

The Base Salary range for this position is: $150,000-$220,000 based on work location.

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.

#LI-hybrid #LI-JM1

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