Teams at AssetMark

Leads go-to-market strategy for AssetMark’s technology products and advisor experiences. Responsibilities include product positioning, messaging, launch planning, sales and internal enablement, demos, customer-facing materials, cross-functional coordination, market research, and using adoption data to improve future launches. The role partners across Product, Engineering, Marketing, Sales, Operations, Service, and Design, with a focus on fintech and wealth management audiences.

Leads corporate compliance for investment advisory products, marketing, advertising, sales materials, and strategic initiatives. Advises product and marketing leaders on regulatory requirements, oversees advertising reviews and junior staff, develops policies and disclosures, performs compliance testing, supports regulatory examinations and audits, and delivers training. Requires extensive financial services and Investment Advisers Act experience, strong leadership and communication skills, and advanced Microsoft Office and Adobe Acrobat Pro proficiency.

Leads strategic planning and business growth initiatives for Wealth Solutions, including budgeting, product and services roadmaps, M&A support, competitive analysis, innovation, KPI and OKR reporting, and executive communications. Partners with senior leadership and Corporate Strategy to align enterprise priorities, develop data-driven insights, improve internal processes, and manage strategic programs across the organization.