Assetmark
Vice President, Advisor Journey Marketing
Assetmark - California, Missouri, United States, 65018
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Vice President, Advisor Journey Marketing page is loadedVice President, Advisor Journey MarketingApply remote type Fully In-Office locations Concord, CA time type Full time posted on Posted Yesterday job requisition id Req-003204 Job Description:
Interested in this role You can find all the relevant information in the description below. The Job/What You'll Do: AssetMark is seeking a visionary Vice President, Advisor Journey Marketing to lead the strategy, development, and execution of integrated marketing programs designed to attract, engage, and grow our advisor community. This leader will own the end-to-end advisor experience across key lifecycle stages ensuring consistent, compelling, and differentiated interactions that drive measurable business growth. This role reports to the Chief Marketing Officer and will serve as a key member of the Marketing Leadership Team, working closely with sales, product, service, and executive leadership to shape how AssetMark shows up for advisors. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Strategy & Leadership: Define and lead the advisor journey marketing strategy to support business growth, advisor acquisition, retention, and re-engagement Architect and evolve the advisor lifecycle, identifying friction points, needs, and opportunities to enhance the end-to-end experience Partner with sales, product, service, brand, and events to ensure a cohesive and integrated approach to advisor engagement Represent marketing in firm-wide forums, growth planning, and executive-level discussions Advisor Engagement & Experience: Design and execute marketing programs tailored to key advisor segments:
New advisors Existing & active advisors Disengaged advisors Strategic partner advisors
Develop multi-channel engagement strategies that combine education, digital experiences, events, and content to support advisor growth and success Drive the creation of advisor-centric content, tools, and resources that strengthen relationships and fuel business growth Data-Driven Growth & Optimization: Establish and track KPIs to measure advisor engagement, pipeline conversion, retention, and overall marketing effectiveness Leverage marketing automation, CRM, and data analytics to inform strategies, optimize campaigns, and deliver personalized advisor journeys Own marketing’s contribution to business development and retention metrics Team leadership & Development: Build, lead, and mentor a high-performing Advisor Journey Marketing team with a focus on innovation, collaboration, and results Foster a culture of accountability, continuous learning, and cross-functional partnership Knowledge, Skills, and Abilities: Deep understanding of the independent financial advisor ecosystem Proven success in designing and executing marketing strategies that drive measurable business outcomes Strong leadership presence Expertise in lifecycle marketing, segmentation, personalization, and digital transformation Proficiency in marketing automation, CRM platforms (Salesforce, Marketing Cloud), and data-driven decision making Strong knowledge of investment products, advisor business models, and wealth management trends is preferred Demonstrated ability to translate data and insights into actionable strategies is preferred A track record of innovation, adaptability, and delivering marketing ROI is preferred Education & Experience: Bachelor’s degree required; MBA or advanced degree preferred 15+ years of marketing leadership experience, with at least 7+ years in a senior role, ideally within financial services, fintech, or wealth management Experience leading cross-functional teams and managing complex, matrixed environments Experience with multi-channel marketing programs, including digital, events, content, and thought leadership, is preferred Compensation: The Base Salary range for this position is between $190,000-$230,000. 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-CR1 #LI-hybrid 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 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 Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. About Us AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website .
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Interested in this role You can find all the relevant information in the description below. The Job/What You'll Do: AssetMark is seeking a visionary Vice President, Advisor Journey Marketing to lead the strategy, development, and execution of integrated marketing programs designed to attract, engage, and grow our advisor community. This leader will own the end-to-end advisor experience across key lifecycle stages ensuring consistent, compelling, and differentiated interactions that drive measurable business growth. This role reports to the Chief Marketing Officer and will serve as a key member of the Marketing Leadership Team, working closely with sales, product, service, and executive leadership to shape how AssetMark shows up for advisors. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Strategy & Leadership: Define and lead the advisor journey marketing strategy to support business growth, advisor acquisition, retention, and re-engagement Architect and evolve the advisor lifecycle, identifying friction points, needs, and opportunities to enhance the end-to-end experience Partner with sales, product, service, brand, and events to ensure a cohesive and integrated approach to advisor engagement Represent marketing in firm-wide forums, growth planning, and executive-level discussions Advisor Engagement & Experience: Design and execute marketing programs tailored to key advisor segments:
New advisors Existing & active advisors Disengaged advisors Strategic partner advisors
Develop multi-channel engagement strategies that combine education, digital experiences, events, and content to support advisor growth and success Drive the creation of advisor-centric content, tools, and resources that strengthen relationships and fuel business growth Data-Driven Growth & Optimization: Establish and track KPIs to measure advisor engagement, pipeline conversion, retention, and overall marketing effectiveness Leverage marketing automation, CRM, and data analytics to inform strategies, optimize campaigns, and deliver personalized advisor journeys Own marketing’s contribution to business development and retention metrics Team leadership & Development: Build, lead, and mentor a high-performing Advisor Journey Marketing team with a focus on innovation, collaboration, and results Foster a culture of accountability, continuous learning, and cross-functional partnership Knowledge, Skills, and Abilities: Deep understanding of the independent financial advisor ecosystem Proven success in designing and executing marketing strategies that drive measurable business outcomes Strong leadership presence Expertise in lifecycle marketing, segmentation, personalization, and digital transformation Proficiency in marketing automation, CRM platforms (Salesforce, Marketing Cloud), and data-driven decision making Strong knowledge of investment products, advisor business models, and wealth management trends is preferred Demonstrated ability to translate data and insights into actionable strategies is preferred A track record of innovation, adaptability, and delivering marketing ROI is preferred Education & Experience: Bachelor’s degree required; MBA or advanced degree preferred 15+ years of marketing leadership experience, with at least 7+ years in a senior role, ideally within financial services, fintech, or wealth management Experience leading cross-functional teams and managing complex, matrixed environments Experience with multi-channel marketing programs, including digital, events, content, and thought leadership, is preferred Compensation: The Base Salary range for this position is between $190,000-$230,000. 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-CR1 #LI-hybrid 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 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 Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. About Us AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website .
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