Senior Advisor Programs Manager

AssetMark; Concord (NH); Hybrid; USD 105,000 - 120,000; Full time

Benefits offered by this job

Flex Time / PTO

401K match

Medical/Dental/Vision

HSA

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Schedule

Job summary

AssetMark in Concord, CA is seeking a Senior Manager, Advisor Programs to strategize, market, monitor, and measure the success of its Advisor Programs. You will coordinate marketing, operations, reporting, practice management support, and technology to create a cohesive and impactful program.

The role requires a strategic leader who can integrate multiple internal functions, drive continuous improvement, and lead cross-functional teams through complex initiatives while maintaining a strong focus

Qualifications

• Bachelor's degree required or equivalent.
• Experience leading advisor programs or similar initiatives.
• Strong communication and analytical skills.
• Ability to work hybrid schedule in Concord, CA.

Responsibilities

• Coordinate marketing, sales, and support services to resolve problems and develop go-to-market strategies.
• Work closely with cross-functional teams and contacts to maximize the efficacy of the programs.
• Design and implement program reporting and monthly communication procedures, maintaining clear and showcasing successes and opportunities through clear KPIs and quarterly reporting.
• Review, analyze, interpret, and maintain strong industry knowledge of advisor trends and training needs.
• Monitor and evaluate operational efficiencies, identifying areas for improvement, recommending and implementing necessary changes.
• Manage and grow the assigned programs, ensuring alignment with company objectives and maximizing benefits.
• Manage relationships with vendors and partners to support Advisor Programs initiatives and efforts.
• Serve as a liaison between the Program and Business Consulting team on content and collaborate 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 the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end.
• Proactively identify opportunities for program enhancement and implement best practices.
• Consult with Advisors as needed to move the programs forward.
• Perform other duties as assigned.

Skills

Strategic leadership

Cross-functional collaboration

Project management

Salesforce

Slack

MS Office

Education

Bachelor’s degree

Tools

Salesforce

Slack

MS Office

Job description

The Job/What You'll Do

We are seeking a highly self-sufficient and results-driven professional to fill the role of Senior Manager, Advisor Programs. Strategize and partner to develop, market, monitor, and measure the success of AssetMark’s Advisor Programs, which includes management, reporting, and execution of the program strategy. The Senior Manager will coordinate marketing, operations, reporting, practice management support, and technology to create a cohesive and impactful program. This role requires a strategic leader with the ability to integrate various internal functions and drive continuous improvement. This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities

• Serve as the internal program manager responsible for coordinating marketing, sales, and support services to resolve complex problems and develop go-to-market strategies
• Work closely with cross-functional teams and contacts to maximize the efficacy of the programs
• Design and implement program reporting and monthly communication procedures, maintaining clear and showcasing successes and opportunities through clear KPIs and quarterly reporting
• Review, analyze, interpret, and maintain strong industry knowledge of advisor trends and training needs
• Monitor and evaluate operational efficiencies, identifying areas for improvement, recommending and implementing necessary changes
• Manage and grow the assigned programs, ensuring alignment with company objectives and maximizing benefits
• Manage relationships with vendors and partners to support Advisor Programs initiatives and efforts
• Serve as a liaison between the Program and Business Consulting team on content and collaborate 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 the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end
• Proactively identify opportunities for program enhancement and implement best practices
• Consult with Advisors as needed to move the programs forward.
• Perform other duties as assigned.

Knowledge, Skills, and Abilities

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

Education & Experience

Bachelor’s degree

Compensation

The Base Salary range for this position is between $105,000-$120,000.

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.

#LI-CR1 #LI-hybrid

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.

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.