Vice President, Advisor Journey Marketing
Assetmark - Concord, California, us, 94527![Assetmark](/api/image?src=https%3A%2F%2Fgeneral-board-default.s3.us-east-2.amazonaws.com%2Fpublic%2Fimages%2Fdesk-360x180.webp&w=640&q=75&f=webp)
Work at Assetmark
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Overview
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 to help clients achieve wealth, independence, and purpose.The Job/What You'll Do:The Vice President of Advisor Journey Marketing is responsible for developing and executing comprehensive marketing strategies that attract, nurture, and grow advisors to enhance AssetMark's presence. This leadership role involves overseeing a team, managing marketing programs, and ensuring all advisor marketing efforts align with AssetMark's strategic initiatives. The ideal candidate is a strategic thinker with a deep understanding of the financial services industry and a proven track record in marketing leadership.Responsibilities:Strategic Planning and Leadership
Develop and implement the overall advisor marketing strategy, aligning with AssetMark's mission, goals, and brand values.Lead and manage the advisor marketing team, providing direction, mentorship, and professional development opportunities.Collaborate with sales, communication, and the events team to ensure alignment and integration of advisor marketing efforts.
Advisor Marketing Programs
Design and oversee marketing programs that attract, retain, and engage advisors.Develop and deliver educational content, tools, and resources that enhance the advisor experience.Create advisor journeys around 4 key segments - new/NPA, existing business, disengaged, and Morningstar advisors.Lead the planning and execution of multi-channel marketing campaigns, including digital, email, social media, and events.Monitor and evaluate the effectiveness of campaigns, making data-driven adjustments to improve performance.Analyze marketing data and metrics to measure the success of programs and campaigns.Build and maintain relationships with advisors, understanding their business goals and pain points.Gather and utilize feedback from advisors to refine marketing strategies and programs.Develop an integrated plan for attracting new advisors, work with sales to qualify leads and ensure high quality, and develop a lifecycle plan to keep them engaged and supported.
Knowledge, Skills, and Abilities:Proven track record of developing and executing successful marketing strategies and campaigns.Strong leadership and team management skills.Excellent communication, presentation, and interpersonal skills.In-depth knowledge of marketing technologies, tools, and best practices.Experience with Salesforce and marketing automation platforms (HubSpot).Bachelor's degree in marketing, business, or related field.Strong knowledge of different marketing technologies (Eloqua, HubSpot, Salesforce, etc.).Ability to work strategically and tactically.Results-oriented.Strong verbal and written communication.Works collaboratively and well in team settings.Adept at managing multiple projects and deadlines.Excellent planning, organizational, and project management skills.Strong analytical skills and experience with data analysis and reporting tools.Education and Experience:Minimum of 10 years of experience in marketing with at least 5 years in a leadership role, preferably in the financial services industry.Expertise in financial products and services preferred.Experience in digital marketing, content marketing, and brand management preferred.Compensation:
The Base Salary range for this position is between $150,000-$225,000. 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 a comprehensive sales incentive package and competitive benefits.Who 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 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.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.
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