The Director, Strategy and Chief of Staff - Wealth Solutions 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.
Requirements
- Support strategic planning and managed across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process.
- Collaborate with Corporate Strategy and Executive Team to ensure the Wealth Solutions strategy is fully aligned with broader enterprise priorities
- Partner with Corporate Development to assess and shape M&A opportunities that intersect with and enhance AssetMark's Wealth Solutions capabilities
- 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.
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
