Senior Manager, Corporate Strategy

Job Description:

The Job/What You’ll Do:

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. From portfolio construction and investment research to client communication and prospecting, AssetMark’s wealth management technology provides advisors with the means of transforming their practice for the better. AssetMark services more than 9,300 Financial Advisors, representing $117 billion in assets under management. AssetMark embraces a culture of collaboration and entrepreneurialism.

The Corporate Strategy Team leads the strategic ideation, implementation, and execution support for our business and culture transformation in order for us to meet our strategic priorities and to create sustainable competitive advantage over the long-term. The Corporate Strategy team partners directly with the CEO, Executive Committee (EC) members, and Functional leaders to help solve the most important and complex questions and challenges facing AssetMark. The team focuses on enterprise issues, including strategy, growth initiatives, market testing, and adoption. The individual in this role will report directly to the VP, Corporate Strategy and will partner with Business / Functional Leaders, Corporate Development, Finance, and broader set of stakeholders to support various strategic initiatives.

This is a full-time position. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Chicago, IL or Concord, CA.

Responsibilities:

• Partner with the Corporate Strategy team to develop and refresh of enterprise strategic roadmap
• Partner with finance team to base strategic decisions on financial-based rigor
• Synthesize and evaluate business and function strategies and analyze the enterprise level impact
• Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy. Advocate and message the corporate strategy to business units
• Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed
• Lead strategy setting exercises, including strategic reviews and scenario planning
• Shape company-wide strategy communications and help cascade the strategy through the organization
• Other duties as assigned
  
  
  

Knowledge, Skills, Abilities:

• Being entrepreneurial and self-directed – able to take a conceptual business challenge from an initial set of facts and hypotheses to real, practical solutions
• Working closely with senior business leaders as a trusted advisor
• Being intellectually curious and interested in the future of financial services and shaping an industry through one of its major stakeholders
• Managing complexity and leading multiple projects with an unrelenting focus and prioritization
• Excellent verbal, written, and presentation skills for both internal and external audiences.
• Exceptional collaboration, inter-personal, and influencing skills.
• Project-oriented and able to quickly adapt to changing priorities and responsibilities.
• Demonstrates a commitment to fact-based dialogue; willing to push thinking toward better outcomes
• Success developing or being part of high-performing teams and creating alignment
• Advanced skill in Excel and PowerPoint
  
  
  

Education & Experience:

• Bachelor’s degree required
• Minimum of 3 to 5 years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development.
• Management consulting and/or prior consulting experience preferred.
  
  
  

Compensation: The Base Salary range for this position is between $150,000-$185,000.

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 a generous bonus structure and competitive benefits.

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.

• Flex Time Off or Paid Time/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.