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AssetMark · 10 hours ago

Director, Corporate Strategy

Atlanta, GA

Full-time

Hybrid

Mid, Senior Level

$190K/yr - $225K/yr

5+ years exp

AssetMark is a wealth management platform dedicated to helping financial advisors and their clients. The Director of Corporate Strategy will lead strategic planning processes, support enterprise corporate strategy development, and partner with senior leaders to enhance the firm's strategic and growth initiatives.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Partner with the VP, Corporate Strategy to develop and refresh of enterprise strategic roadmap

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

Provide rigorous analysis and insights to guide decision-making on near-term and long-term opportunities

Partner with senior leaders to identify, refine, and prioritize the firm’s highest-impact strategic and growth initiatives

Translate complex strategic issues into clear, actionable recommendations for executive stakeholders

Ensure alignment of cross-functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives

Support research engagements to develop AssetMark’s position on long-term strategic issues and opportunities

Gather and report intel on competition and market trends in support of our strategic choices direct to the senior leadership team

Analyze and communicate how industry news and trends affect AssetMark

Manage 3rd party consulting/advisory relationships

Qualification

Corporate strategyFinancial analysisManagement consultingMarket intelligenceProject managementInfluencing skillsTeam alignmentVerbal communicationWritten communicationPresentation skillsCollaborationInterpersonal skillsAdaptability

Required

Bachelor's degree required

Minimum of 5 to 8 years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development

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