AssetMark
Marketing Manager
AssetMark, Charlotte, North Carolina, United States, 28245
Job Description:
The Job/What You'll Do:We are looking for a Marketing Manager to join our growing marketing team. This role will focus on the marketing program for one of AssetMark's subsidiaries, Adhesion Wealth. They are a leading provider of outsourced investment management solutions for registered investment advisors (RIAs), RIA enterprises, TAMPs, and asset managers.In this role, you will help implement Adhesion's marketing strategy and oversee content and marketing programs designed to create awareness, drive demand, and increase the share of wallet on the Adhesion platform. You will collaborate closely with key stakeholders to define requirements and deliver expected results. In this hands-on role, you must be an exceptional communicator with critical thinking, time management and proactive problem-solving skills.This is a full-time position in AssetMark's Charlotte, NC office with a hybrid work schedule.Responsibilities:The responsibilities of the Marketing Manager role may include, but are not limited to, the following:Deliver an effective marketing program to drive business growth for Adhesion WealthDevelop marketing campaigns based on business objectives; continually optimize campaigns and materials and make recommendations for improvementsManage project plans and timelines to ensure the successful execution of marketing initiativesMeasure the effectiveness of marketing activities, and adapt marketing activities based on KPIs and progress toward critical business objectivesCreate go-to-market strategies and facilitate smooth on-boarding of new platform solutionsDevelop sales tools, presentations, and other marketing materials to increase advisor engagement for solutions on the platformCollaborate with the broader marketing team, key stakeholders at Adhesion, relationship managers, and sales teams to develop campaigns to support business objectivesServe as the liaison between Adhesion, AssetMark, and vendors for campaign execution, social media, content creation, graphic design, and event planning for conferencesSome travel requiredKnowledge, Skills, and Abilities:Proven track record of executing marketing plansStrong performance in managing, and executing multichannel marketing programs to consistently deliver high-quality resultsAbility to multi-task across projects as well as to bridge from marketing strategy to tactical marketing executionAptitude in prioritizing competing projects while ensuring deadlines are metProficiency in simplifying complex concepts and writing for both advisor and investor audiencesCapable of working independently as well as being team-oriented, with high energy, enthusiasm, initiative, and commitment to delivering high-quality workDetail-oriented, with solid organizational, time, and project management skillsProficiency in working with remote team members in multiple office locationsHigh proficiency with MS Excel, Word, and PowerPointEducation & Experience:Bachelor's degree in marketing or a related field2+ years of professional B2B marketing experience in financial services, professional services, or technology servicesExperience creating content and presenting concepts and ideas to colleagues, internal clients, and partnersExperience leading by influence and keeping a focus on client service (both internal and external)Knowledge of the financial services industry is requiredExperience with the RIA marketplace and financial advisory is preferredKnowledge of Salesforce, HubSpot, SEO, Digital lead Generation and Events preferredCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-CR1#LI-hybridWho 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 Off401K - 6% Employer MatchMedical, Dental, Vision - HDHP or PPOHSA - Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
The Job/What You'll Do:We are looking for a Marketing Manager to join our growing marketing team. This role will focus on the marketing program for one of AssetMark's subsidiaries, Adhesion Wealth. They are a leading provider of outsourced investment management solutions for registered investment advisors (RIAs), RIA enterprises, TAMPs, and asset managers.In this role, you will help implement Adhesion's marketing strategy and oversee content and marketing programs designed to create awareness, drive demand, and increase the share of wallet on the Adhesion platform. You will collaborate closely with key stakeholders to define requirements and deliver expected results. In this hands-on role, you must be an exceptional communicator with critical thinking, time management and proactive problem-solving skills.This is a full-time position in AssetMark's Charlotte, NC office with a hybrid work schedule.Responsibilities:The responsibilities of the Marketing Manager role may include, but are not limited to, the following:Deliver an effective marketing program to drive business growth for Adhesion WealthDevelop marketing campaigns based on business objectives; continually optimize campaigns and materials and make recommendations for improvementsManage project plans and timelines to ensure the successful execution of marketing initiativesMeasure the effectiveness of marketing activities, and adapt marketing activities based on KPIs and progress toward critical business objectivesCreate go-to-market strategies and facilitate smooth on-boarding of new platform solutionsDevelop sales tools, presentations, and other marketing materials to increase advisor engagement for solutions on the platformCollaborate with the broader marketing team, key stakeholders at Adhesion, relationship managers, and sales teams to develop campaigns to support business objectivesServe as the liaison between Adhesion, AssetMark, and vendors for campaign execution, social media, content creation, graphic design, and event planning for conferencesSome travel requiredKnowledge, Skills, and Abilities:Proven track record of executing marketing plansStrong performance in managing, and executing multichannel marketing programs to consistently deliver high-quality resultsAbility to multi-task across projects as well as to bridge from marketing strategy to tactical marketing executionAptitude in prioritizing competing projects while ensuring deadlines are metProficiency in simplifying complex concepts and writing for both advisor and investor audiencesCapable of working independently as well as being team-oriented, with high energy, enthusiasm, initiative, and commitment to delivering high-quality workDetail-oriented, with solid organizational, time, and project management skillsProficiency in working with remote team members in multiple office locationsHigh proficiency with MS Excel, Word, and PowerPointEducation & Experience:Bachelor's degree in marketing or a related field2+ years of professional B2B marketing experience in financial services, professional services, or technology servicesExperience creating content and presenting concepts and ideas to colleagues, internal clients, and partnersExperience leading by influence and keeping a focus on client service (both internal and external)Knowledge of the financial services industry is requiredExperience with the RIA marketplace and financial advisory is preferredKnowledge of Salesforce, HubSpot, SEO, Digital lead Generation and Events preferredCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-CR1#LI-hybridWho 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 Off401K - 6% Employer MatchMedical, Dental, Vision - HDHP or PPOHSA - Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.