Director, Corporate Strategy

Asset Mark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. Asset Mark, together with its affiliates Asset Mark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose‑built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.

Founded in 1996, Asset Mark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. Asset Mark is a registered investment adviser with the U.S. Securities and Exchange Commission.

The Corporate Strategy Team leads the strategic ideation, implementation, and execution support for our business and culture transformation in order for us to meet our strategic priorities and to create sustainable competitive advantage over the long‑term.

The Corporate Strategy team partners directly with the CEO, Executive Committee (EC) members, and Functional leaders to help solve the most important and complex questions and challenges facing Asset Mark. The team focuses on enterprise issues, including strategy, growth initiatives, market testing, and adoption.

The individual in this role will report directly to the VP, Corporate Strategy and will partner with Business / Functional Leaders, Corporate Development, Finance, and a broader set of stakeholders to support various strategic initiatives.

This is a full‑time position with a hybrid work schedule. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Charlotte, NC, Concord, CA, or Atlanta, GA.

Asset Mark is seeking a highly skilled individual to serve as the Director, Corporate Strategy, reporting to the VP, Corporate Strategy. As part of the Corporate Strategy Team, support strategic planning process to development of vision, mission and long‑term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross‑functional teams.

• Partner with the VP, Corporate Strategy to develop and refresh the enterprise strategic roadmap
• Synthesize and evaluate business and function strategies and analyze the enterprise level impact
• Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy. Advocate and message the corporate strategy to business units
• Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed
• Lead strategy setting exercises, including strategic reviews and scenario planning
• Shape company‑wide strategy communications and help cascade the strategy through the organization
• Provide rigorous analysis and insights to guide decision‑making on near‑term and long‑term opportunities
• Partner with senior leaders to identify, refine, and prioritize the firm’s highest‑impact strategic and growth initiatives
• Translate complex strategic issues into clear, actionable recommendations for executive stakeholders
• Ensure alignment of cross‑functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives
• Support research engagements to develop Asset Mark’s position on long‑term strategic issues and opportunities
• Gather and report intel on competition and market trends in support of our strategic choices direct to the senior leadership team
• Analyze and communicate how industry news and trends affect Asset Mark
• Manage third‑party consulting/advisory relationships

• Being entrepreneurial and self‑directed – able to take a conceptual business challenge from an initial set of facts and hypotheses to real, practical solutions
• Working closely with senior business leaders as a trusted advisor
• Being intellectually curious and interested in the future of financial services and shaping an industry…