Programs Manager, Strategic Initiatives

AssetMark

Concord (CA)

Hybrid

USD 90,000 - 115,000

Full time

14 days+

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Benefits offered by this job

Flex Time or Paid Time Off

401K – Company match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark seeks a Programs Manager, Strategic Initiatives to develop and manage multiple advisor-facing programs, bridging strategy and execution. You will coordinate with Marketing, senior leadership, and other departments to deliver measurable initiatives that help financial advisors grow their businesses.

You will build surveys, conduct industry research, and report on KPIs/ROI to drive continuous program improvement while maintaining compliance and a proactive, independent work style in a

Qualifications

Bachelor’s degree required.
Minimum 3 years managing business-facing programs.
Experience with financial services advisor programs preferred.
Experience with Salesforce or Slack is a plus.
Ability to translate feedback into program enhancements.

Responsibilities

Own a portfolio of advisor-facing programs through full lifecycle (development, launch, ongoing management, measurement, and improvement).
Collaborate across AssetMark with Business Consultants, senior leadership, Marketing and other departments to deliver programs.
Engage with financial advisors to gather feedback and identify opportunities for enhancements.
Bridge strategy and execution with clear objectives, timelines, deliverables, and launches while coordinating with internal/external stakeholders.
Create surveys and conduct industry research to identify data, insights, and best practices; manage research vendors.
Prepare KPI/ROI reporting and use findings to evaluate program effectiveness and inform enhancements.
Ensure compliance with internal controls and continuously improve processes.
Learn AssetMark’s advisor-facing programs and Business Consulting capabilities.

Skills

Program management

Cross-functional collaboration

Relationship-building

Communication

Data-driven decisions

Attention to detail

Education

Bachelor’s degree

Tools

Salesforce

Slack

Job description

Job Description:

We are seeking a highly self-sufficient and results-driven Programs Manager, Strategic Initiatives, to develop, manage, and continuously enhance a portfolio of advisor-facing programs designed to help financial advisors grow and strengthen their businesses.

This role serves as a bridge between strategy and execution, bringing together expertise from various stakeholders and departments across AssetMark to develop and deliver impactful programs for financial advisors.

The ideal candidate brings strong business-facing program management experience, exceptional communication and relationship-building skills, a high degree of attention to detail, and the ability to independently drive multiple strategic programs from development and launch through ongoing management, measurement, and optimization. If you are the type who is comfortable with managing marketing/communications plans, not afraid of generating reports, doing research, building surveys, and is naturally an independent problem solver, this is the job for you.

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

Responsibilities:

Own a portfolio of established and emerging advisor-facing programs, leading programs through development, launch, ongoing management, measurement, and continuous improvement

Partner extensively across AssetMark, including with Business Consultants, senior leadership, Marketing, and other departments, to bring together expertise from across the business and develop and deliver programs that address the evolving needs of financial advisors

Engage directly with financial advisors to gather feedback, understand business needs, and identify opportunities to enhance existing programs or develop new offerings

Serve as the bridge between strategy and execution, establishing and maintaining clear objectives, timelines, deliverables, content, communications, and launches while proactively driving actions across internal and external stakeholders to ensure successful delivery

Create surveys and conduct ongoing industry research to identify relevant data, insights, and best practices. Combine research, advisor feedback, program engagement data, and internal expertise to identify opportunities for continuous program improvement. Manage research vendors on behalf of the team

Prepare reporting for assigned programs, including KPIs, ROI, participation, engagement, advisor feedback, and other key metrics, and use findings to evaluate program effectiveness and inform future enhancements

Ensure compliance with internal procedures and controls, consistently evaluating and enhancing processes for optimal performance

Invest time in learning the full spectrum of AssetMark’s advisor-facing programs and Business Consulting capabilities and the role they play in helping AssetMark build deep relationships with advisors.

Knowledge, Skills & Abilities:

Demonstrated ability to manage business-facing programs through the full program lifecycle, from development and launch through ongoing management, measurement, and continuous improvement

Strong cross-functional collaboration skills, with the ability to bring together expertise from multiple areas of the business and drive alignment and accountability without direct authority

Strong relationship-building and interpersonal skills, with the ability to engage effectively with financial advisors, internal stakeholders, senior leaders, and external partners

Ability to gather and synthesize advisor/client feedback, research, data, and internal expertise and translate insights into actionable program enhancements

Strong understanding of program performance measurement, including the ability to establish and evaluate KPIs, engagement metrics, and ROI

High attention to detail and demonstrated ability to self-direct, prioritize, and manage multiple programs and competing priorities simultaneously

Strong written and verbal communication skills, with the ability to convey complex concepts clearly and develop effective program communications and presentations

Strong research, analytical, problem-solving, and organizational skills, with the ability to define challenges, collect relevant information, draw conclusions, and develop actionable solutions

A positive, team-oriented attitude with a service mindset and the ability to work effectively in a fast-paced, changing environment

Understanding of business consulting, practice management, or the challenges associated with operating and growing a small or advisory business is preferred

Intermediate to advanced proficiency with Microsoft Office, including Excel, PowerPoint, Word, Outlook, and OneNote

Proficiency with Excel formulas, pivot tables, charts, and formatting

Education & Experience:

Bachelor’s degree

A minimum of 3 years of experience managing business, client-facing, or customer-facing programs, ideally within financial services, wealth management, practice management, business consulting, professional services, or a related environment

Experience managing ongoing programs through the full lifecycle, including development, launch, delivery, measurement, and continuous improvement

Experience working directly with clients, customers, or financial advisors to gather feedback and translate insights into program enhancements is preferred

Working knowledge of Salesforce and Slack is a plus

General understanding of graphic design is a plus

Compensation: The Base Salary range for this position is between $90,000-$115,000.

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.

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,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, 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

Our mission is simple: 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 of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.

We believe in:

Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

Unyielding Integrity, doingwhat’sright, always. Even whenit’shard.

Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.

Operatingwith Excellence, in learning fast, continuously improving,innovatingand 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.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we dowhat’sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.