Senior Marketing Automation & Personalization Manager

The Job/What You'll Do:

The Head of Marketing Automation and Personalization will lead the strategic development and implementation of marketing technologies to drive personalization, analytics, and seamless orchestration of digital journeys to sales leads and insights. This role involves overseeing the implementation and integration of the marketing tech stack, collaborating with cross-functional teams to define new orchestrated advisor experiences, and ensuring compliance with data privacy laws. The ideal candidate will continuously assess and optimize the marketing technology stack to maximize ROI and drive growth.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in either Concord, CA, Chicago, IL, or Phoenix, AZ.

Responsibilities:

Strategic Leadership and Roadmap Development:

• Be a sound voice in designing and developing the marketing technology roadmap, ensuring the marketing team is equipped with the best-in-class tools and platforms to achieve the company’s strategic growth goals
• Develop and execute a data-driven marketing technology strategy that enables personalization, analytics, and insights, and a unified customer view across all touchpoints
• Continuously assess the effectiveness of our marketing technology stack, identifying gaps, improving efficiency, and implementing solutions to maximize ROI

Technology Implementation and Management:

• Oversee the implementation and integration of marketing technologies (Marketing Cloud, CRM, website, social, analytics, etc.), ensuring all tools work together seamlessly across channels
• Collaborate and lead cross-functional teams, including sales, sales ops, Marketing, and external partners, work with the team to ensure detailed architecture and implementation plans for strategic projects are in place, driving to the north star vision

Personalization:

• Work closely with data science and analytics teams to enable advanced segmentation, personalization, and predictive modelling within the marketing tech stack
• Support the marketing team in designing digital journeys that personalize advisor experiences and escalate advisors to sales colleagues when warranted
• Ensure all systems are integrated and data flows smoothly between touchpoints to enable a seamless omnichannel customer experience and optimize personalization
• Ensure all marketing technologies comply with data privacy laws and corporate governance standards. Champion best practices for data usage, management, and reporting
   

Data and Systems Integration:

• Ability to build systems architecture with an eye towards future scale but flexibility to solve current state business requirements.
• Ensure data accuracy, completeness, and consistency across all GTM systems and tools.
• Identify and track KPIs to drive the value realization of the MarTech stack

Knowledge, Skills, and Abilities:

• Systems Integration: Ability to build scalable systems architecture and ensure data accuracy and consistency
• Data-Driven Approach: Ability to develop and execute data-driven strategies for personalization, analytics, and insights
• Knowledge of segmentation, personalization and predictive modeling strategies
• Compliance Knowledge: Understanding of data privacy laws and corporate governance standards
• Analytical Skills: Proficiency in identifying and tracking KPIs to drive value realization of the MarTech stack

Education & Experience:

• Strategic Leadership: Proven experience in designing and developing marketing technology roadmaps and strategies
• Technical Expertise: Strong knowledge and hands-on experience with marketing technologies (Marketing Cloud, CRM, Hubspot, Sprout Social) and their integration
• Cross-Functional Collaboration: Experience leading cross-functional teams, including sales, marketing, and external partners

Compensation: The Base Salary range for this position is between $110,000-$160,000.

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.

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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.