Programs Manager, Strategic Initiatives

AssetMark; Concord (CA); Hybrid; USD 90.000 - 115.000; Vollzeit

Benefits dieser Stelle

Flex time

401K match

Medical benefits

HSA contributions

Volunteer time off

Career development

Fitness reimbursement

Hybrid schedule

Zusammenfassung

AssetMark is seeking a Programs Manager, Strategic Initiatives, to develop and manage a portfolio of advisor-facing programs aimed at helping financial advisors grow their businesses. You will bridge strategy and execution across Marketing, Business Consultants, and senior leadership, delivering measurable programs from launch to ongoing optimization.

In this full-time role based in Concord, CA with a hybrid schedule, you will design surveys, analyze data, report KPIs and ROI, and drive

Qualifikationen

• Bachelor’s degree required.
• 3+ years managing business or client-facing programs, preferably in financial services or wealth management.
• Experience delivering programs through full lifecycle: development, launch, delivery, measurement.

Aufgaben

• Own a portfolio of advisor-facing programs from development to ongoing management.
• Collaborate across AssetMark with Marketing, Business Consultants, and leadership to deliver programs.
• Gather advisor feedback, conduct research, and identify opportunities for program enhancement.
• Develop surveys and analyze results to inform decisions and improvements.
• Prepare KPI, ROI, and engagement reports to measure program effectiveness.
• Ensure compliance with internal controls and optimize processes.

Kenntnisse

Program management

Cross-functional collaboration

Relationship building

Stakeholder management

Data analysis

Research

KPI measurement

Communication

Ausbildung

Bachelor's degree

Tools

Salesforce

Slack

Microsoft Office

Jobbeschreibung

Job Description: The Job/What You'll Do:

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, for our people and for 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

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, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 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.

Our Culture & 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
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.