AssetMark
Director, Marketing Operations
AssetMark, Concord, California, us, 94527
Job Description:
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.The Job/What You'll Do:The Director, Marketing Operations is responsible for overseeing all marketing processes, technologies, workflows, budgets, and talent priorities. Reporting directly to the CMO, this role is tasked with optimizing overall team efficiency and effectiveness. Working collaboratively across the marketing and communications organization and across the firm, the Director of Marketing Operations will be central in executing the marketing and communications strategy for AssetMark. This role is also monitors, measures, and analyzes the effectiveness of all marketing and communication initiatives and programs.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.Responsibilities:Define the marketing operations vision and strategy that enables informed decisions through precise analysis to drive an efficient and scaled marketing and communication team.
Lead the marketing team's planning, budgeting, and forecasting and manage marketing automation systems through collaboration with the marketing and communications leadership team.
Own the marketing operations roadmap, ensuring marketing technology is evaluated, selected, implemented, and customized to meet the needs of our organization.
Establishes and maintains scalable processes that provide best practices in lead and campaign management
Define key marketing metrics and manage the process of packaging these insights into reports and dashboards to assess the overall performance of the marketing and communications efforts.
Create regular reports that show business impact and effectiveness.
Analyze marketing and sales data, develop insights, and present recommendations to the CMO for areas of improvement and optimization,
Provide monthly/quarterly/annual marketing metrics reviews, consumer acquisition, program ROI, and contact acquisition and penetration
Inform key stakeholders across marketing, sales, and finance regularly of insights on marketing performance to ensure cross-functional alignment on our data-driven strategy.
Drive marketing database strategies, analyze business data gaps, client acquisition strategies, and data quality practices.
Ensuring compliance with FINRA, SEC, and other regulatory bodies
Manage marketing vendor relationships, budget, contracts, and approvals
Work with the CMO on talent initiatives to help support, develop, and attract talent. Lead efforts to create a culture of innovation and creativity.
Knowledge, Skills & Abilities:Critical thinker with strong problem-solving skills
Solid organizational skills and detail-oriented
Excellent verbal and written communication skills
Experience with enterprise marketing automation platforms (Eloqua) and CRM systems (Salesforce)
Strong organizational leadership
Bias for action to problem solve & get things done.
Proven experience with change management and organizational transformation
Demonstrated experience designing an innovative marketing and communications technology stack
Education & Experience:10+ years of experience in marketing and or marketing operations
Strong attention to detail, organized, and able to facilitate and operationalize team processes
Proven ability to manage a high-performing team encompassing a variety of functions
5+ years of management experience
Compensation: The Base Salary range for this position is between $130,000-$190,000.
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 additional variable incentive compensation and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-hybrid#LI-TN1Who 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.
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.The Job/What You'll Do:The Director, Marketing Operations is responsible for overseeing all marketing processes, technologies, workflows, budgets, and talent priorities. Reporting directly to the CMO, this role is tasked with optimizing overall team efficiency and effectiveness. Working collaboratively across the marketing and communications organization and across the firm, the Director of Marketing Operations will be central in executing the marketing and communications strategy for AssetMark. This role is also monitors, measures, and analyzes the effectiveness of all marketing and communication initiatives and programs.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.Responsibilities:Define the marketing operations vision and strategy that enables informed decisions through precise analysis to drive an efficient and scaled marketing and communication team.
Lead the marketing team's planning, budgeting, and forecasting and manage marketing automation systems through collaboration with the marketing and communications leadership team.
Own the marketing operations roadmap, ensuring marketing technology is evaluated, selected, implemented, and customized to meet the needs of our organization.
Establishes and maintains scalable processes that provide best practices in lead and campaign management
Define key marketing metrics and manage the process of packaging these insights into reports and dashboards to assess the overall performance of the marketing and communications efforts.
Create regular reports that show business impact and effectiveness.
Analyze marketing and sales data, develop insights, and present recommendations to the CMO for areas of improvement and optimization,
Provide monthly/quarterly/annual marketing metrics reviews, consumer acquisition, program ROI, and contact acquisition and penetration
Inform key stakeholders across marketing, sales, and finance regularly of insights on marketing performance to ensure cross-functional alignment on our data-driven strategy.
Drive marketing database strategies, analyze business data gaps, client acquisition strategies, and data quality practices.
Ensuring compliance with FINRA, SEC, and other regulatory bodies
Manage marketing vendor relationships, budget, contracts, and approvals
Work with the CMO on talent initiatives to help support, develop, and attract talent. Lead efforts to create a culture of innovation and creativity.
Knowledge, Skills & Abilities:Critical thinker with strong problem-solving skills
Solid organizational skills and detail-oriented
Excellent verbal and written communication skills
Experience with enterprise marketing automation platforms (Eloqua) and CRM systems (Salesforce)
Strong organizational leadership
Bias for action to problem solve & get things done.
Proven experience with change management and organizational transformation
Demonstrated experience designing an innovative marketing and communications technology stack
Education & Experience:10+ years of experience in marketing and or marketing operations
Strong attention to detail, organized, and able to facilitate and operationalize team processes
Proven ability to manage a high-performing team encompassing a variety of functions
5+ years of management experience
Compensation: The Base Salary range for this position is between $130,000-$190,000.
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 additional variable incentive compensation and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-hybrid#LI-TN1Who 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.