Director, Strategy and Chief of Staff - Wealth Solutions

Director, Strategy and Chief of Staff - Wealth Solutions

The Director, Strategy and Chief of Staff - Wealth Solutions will work as a member of the Wealth Solutions team of Asset Mark, Inc. In this capacity, the Senior Manager will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&A process and drive other strategic programs that drive firm growth.

Our ideal candidate is intellectually curious, loves to work with data, strives for constant improvement, and excels in a highly collaborative culture. This position will also require you to dig into data to help answer business questions as well as manage critical projects to support both existing and new strategic initiatives. A successful candidate enjoys building fact-based reporting, business cases, or other insights that inform Asset Mark’s product and services strategy and innovation.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC offices.

• Support strategic planning and managed across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process.
• Collaborate with Corporate Strategy and Executive Team to ensure the Wealth Solutions strategy is fully aligned with broader enterprise priorities
• Partner with Corporate Development to assess and shape M&A opportunities that intersect with and enhance Asset Mark's Wealth Solutions capabilities
• Support the development and maintenance of a forward-looking investment product and services roadmap for the Investment Solutions organization.
• Drive business case development with supporting analytics, opportunity sizing, competitive environment assessment, and conduct financial modeling.
• Function as an internal consultant supporting leaders overseeing Assetmark’s wealth solutions, service offerings and client segments.
• Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services and the broader competitive environment.
• Consistently innovate or support innovation of the business models and product offerings
• Contribute to the creation and maintenance of KPIs, OKRs, and executive reporting collateral (on a quarterly and ad-hoc basis).
• Seek to automate and constantly improve internal processes for tracking: financial metrics, product usage, asset distribution, adoption of services, etc.
• Champion client needs internally to help prioritize product roadmap decisions.
• Serve as a subject matter expert in competitive intelligence in advisory business, understand the competitive landscape in TAMP, Wealth tech, and BDs in terms of product trends, usage, and pricing.
• Support the Chief Wealth Solutions Officer in creating materials and presentations that deliver on various business objectives.

• Advanced skill in Excel and PowerPoint; plus high competence with database construction, CRM platforms, and business intelligence tools (e.g. Tableau or BI) to optimize processes and enable success
• Strong analytical skills with the ability to analyze / mine data while identifying key insights and trends
• Strong communication skills with the ability to effectively interface with senior leadership up to and including the C-Suite
• Ability to manage multiple projects simultaneously, with the capability of switching between high-level strategic thinking and a tactical opportunity mindset
• Flexible mindset and ability to adapt quickly to new demands and challenges (able to deal with ambiguous situations, frequent change, or unexpected events)
• A strong action orientation
• Excellent oral / written communication, presentation and listening skills
• Partners well with colleagues and outside business partners to get work done
• A positive, team oriented, can-do attitude
• Must be able to work effectively in fast-paced, changing environment

• Bachelor’s degree in finance, statistics,…