Strategic Programs Manager - Advisor Growth (Hybrid)

AssetMark; Concord (CA); Hybrid; USD 90,000 - 115,000; Full time

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

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