Teams at AssetMark

Provides executive administrative support to the EVP, Head of Advisor Sales, including calendar, travel, meetings, expenses, events, and confidential information. Coordinates AssetMark’s charitable giving program, employee campaigns, volunteer initiatives, nonprofit partnerships, communications, records, reporting, and onsite activities in Concord. Manages program systems, deadlines, documentation, employee inquiries, and cross-functional collaboration while supporting sales and marketing events.

Conduct quantitative investment research, develop equity and fixed-income security selection strategies, build alpha models, perform backtesting and statistical analysis, and support portfolio construction and risk management. The role leads multi-asset factor risk model development and maintains investment dashboards, reports, and analytical tools while collaborating with portfolio managers to improve systematic investment decisions.

Leads AssetMark’s advisor marketing strategy, team, roadmap, campaigns, content, educational programs, thought leadership, surveys, lead generation, and AI-related initiatives. Oversees a white-label advisor marketing program, evaluates marketing technology vendors, manages cross-functional partnerships, and measures engagement, adoption, leads, ROI, and business growth. The role manages two direct reports and requires strong financial services marketing, advisor engagement, program management, communication, and analytics expertise.