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AssetMark · 2 weeks ago

Director, Strategy and Chief of Staff - Wealth Solutions

Concord, CA

Full-time

Hybrid

Mid, Senior Level

$145K/yr - $200K/yr

5+ years exp

AssetMark is a company shaping the future of financial services, and they are seeking a Director, Strategy and Chief of Staff for their Wealth Solutions team. This role involves strategic planning, M&A assessment, and driving initiatives that enhance the company's wealth management capabilities.

AdviceConsultingFinancial Services

Responsibilities

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

Qualification

Advanced ExcelBusiness Intelligence toolsFinancial modelingAnalytical skillsCommunication skillsProject managementTeam collaborationAdaptabilityPresentation skillsPositive attitude

Required

Bachelor's degree in finance, statistics, business, or other related fields

5-10 years of relevant experience

Advanced skill in Excel and PowerPoint; plus high competence with database construction, CRM platforms, and business intelligence tools (e.g. Tableau or BI) to optimize processes and enable success

Strong analytical skills with the ability to analyze / mine data while identifying key insights and trends

Strong communication skills with the ability to effectively interface with senior leadership up to and including the C-Suite

Ability to manage multiple projects simultaneously, with the capability of switching between high-level strategic thinking and a tactical opportunity mindset

Flexible mindset and ability to adapt quickly to new demands and challenges (able to deal with ambiguous situations, frequent change, or unexpected events)

A strong action orientation

Excellent oral / written communication, presentation and listening skills

Partners well with colleagues and outside business partners to get work done

A positive, team oriented, can-do attitude

Must be able to work effectively in fast-paced, changing environment