Responsibilities

• Leadership & Team Management: - Serve as the right-hand leader to the Senior Director, Strategic Initiatives for Advisor Marketing, helping set priorities, make decisions, manage the roadmap, and advance cross-functional initiatives - Lead and develop a team of two direct reports by setting clear expectations, coaching for performance and growth, and creating a culture of accountability, collaboration, and advisor-centered execution - Translate advisor and business needs into clear priorities, plans, and deliverables for the team and partner organizations Knowledge & Strategy: - Stay current on evolving industry trends, advisor needs, and practice management challenges, translating those insights into relevant, practical marketing programs, resources, and guidance - Strong understanding of digital marketing channels and practices, including content strategy, social media, email marketing, paid media, SEM, SEO, retargeting, and lead generation - Build and maintain a strong understanding of third-party technology systems, marketing platforms, and emerging AI tools used to deliver advisor marketing solutions; evaluate vendors and champion the development, implementation, and continuous improvement of solutions that support advisor needs - Serve as the advisor marketing subject matter expert and advocate within Sales, Business Consulting, Corporate Marketing, and the broader advisor community - Create and deliver educational presentations, webinars, workshops, and demonstrations that build awareness, adoption, and effective use of advisor marketing solutions - Share practical best practices that advisors can apply to strengthen their marketing and business growth - Demonstrate a strong working knowledge of marketing and digital marketing, including content strategy, social media, email marketing, search engine marketing (SEM), search engine optimization (SEO), paid and retargeting media, marketing automation, and lead-generation campaigns - Lead the development of advisor marketing content, best-practice resources, content calendars, campaigns, and communications that address advisor needs and support AssetMark's growth priorities - Lead thought leadership and survey initiatives, including research design, stakeholder coordination, analysis, and translation of findings into actionable insights and advisor-facing content - Develop and advance programs that help advisors understand, navigate, and apply AI in their practices, including guidance on use cases, responsible adoption, and evaluation of AI vendors and tools Influence & Collaboration: - Collaborate closely with Corporate Marketing, Sales, Business Consulting, and other internal teams to ensure a cohesive advisor and client experience and strong promotion of advisor programs and resources - Partner with Business Consulting to support advisor initiatives, strengthen best-practice marketing solutions, and develop content for the Business Consulting Newsletter and other advisor communications - Identify, attract, nurture, and maintain relationships with key stakeholders, business partners, and third-party providers to drive the success of advisor marketing programs - Establish and reinforce the Director's role as the subject matter expert across the full breadth of advisor marketing solutions - Own the Advisor Marketing roadmap and feedback loop, using advisor and internal feedback to identify gaps, prioritize opportunities, and ensure issues are resolved - Create awareness, enthusiasm, and commitment for advisor marketing programs internally and with advisors, helping translate program value into clear, compelling messages and actions Execution & Measurement: - Create compelling, advisor-centered content and resources that support program adoption, effective implementation, and advisor business growth - Define and monitor key metrics across advisor marketing solutions, including reach, engagement, adoption, lead activity, and return on investment (ROI); use insights to improve programs and demonstrate value - Structure complex analytics and business information into clear recommendations; own plans, timelines, reporting, and follow-through for business growth outcomes - Steward AssetMark's resources, relationships, and reputation with discipline, sound judgment, and care - Oversee FMG's Marketing Advantage, including vendor coordination, program performance, advisor experience, content and resource quality, and continuous improvement of the white-label offering - Develop and execute lead-prospecting and other lead-generation initiatives that help advisors identify, attract, nurture, and convert prospective clients. - Plan and deliver educational programs as needed, from needs assessment and curriculum development through promotion, facilitation, and measurement - Partner with Corporate Marketing to ensure programs, resources, thought leadership, surveys, and campaigns receive coordinated promotion and launch support - Manage Business Consulting Newsletter content, ensuring it is timely, relevant, practical, and aligned to advisor needs and business priorities

Requirements

• Demonstrated knowledge of the financial services and wealth management industry, or experience working directly with independent financial advisors
• Ability to develop and execute integrated marketing strategies that support advisor engagement, lead generation, adoption, and growth
• Excellent written, verbal, and executive communication skills
• Strong presentation and facilitation skills, with the presence and judgment to lead educational programs and stakeholder discussions
• Excellent program and project management skills, including prioritization, planning, execution, and measurement
• Strong relationship management and interpersonal skills, including high emotional intelligence
• Demonstrated ability to lead through influence and collaborate effectively across Sales, Corporate Marketing, Business Consulting, and other functions
• Client service orientation and commitment to delivering an exceptional advisor experience
• Success partnering with Sales on campaigns and initiatives that support business growth
• Critical thinker who is highly analytical and data-driven

Benefits

• Flex Time or Paid Time Off and 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