Senior Manager, Wealth Solutions Strategy

Senior Manager, Wealth Solutions Strategy

The Senior Manager, Wealth Solutions Strategy 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.

Responsibilities

• Support strategic planning and managed across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process.
• Support the development and maintenance of a forward-looking investment product and services roadmap for the Investment Solutions organization.
• Drive business case development with supporting analytics, opportunity sizing, competitive environment assessment, and conduct financial modeling.
• 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 models and product offerings
• Contribute to the creation and maintenance of KPIs, OKRs, and executive reporting collateral (on a quarterly and ad-hoc basis).
• Seek to automate and constantly improve internal processes for tracking : financial metrics, product usage, asset distribution, adoption of services, etc.
• Champion client needs internally to help prioritize product roadmap decisions.
• Serve as a subject matter expert in competitive intelligence in advisory business, understand the competitive landscape in TAMP, Wealthtech, and BDs in terms of product trends, usage, and pricing.
• Support the Chief Wealth Solutions Officer in creating materials and presentations that deliver on various business objectives.

Knowledge, Skills, and Abilities

Education & Experience

Who We Are & What We Offer

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

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