Programs Manager, Strategic Initiatives

Job Description:

The Job/What You'll Do:

We are seeking a highly self-sufficient and results-driven Programs Manager, Strategic Initiatives, to develop, manage, and continuously enhance a portfolio of advisor-facing programs designed to help financial advisors grow and strengthen their businesses. This role serves as a bridge between strategy and execution, bringing together expertise from various stakeholders and departments across Asset Mark to develop and deliver impactful programs for financial advisors.

The ideal candidate brings strong business-facing program management experience, exceptional communication and relationship-building skills, a high degree of attention to detail, and the ability to independently drive multiple strategic programs from development and launch through ongoing management, measurement, and optimization. If you are the type who is comfortable with managing marketing/communications plans, not afraid of generating reports, doing research, building surveys, and is naturally an independent problem solver, this is the job for you.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

• Own a portfolio of established and emerging advisor-facing programs, leading programs through development, launch, ongoing management, measurement, and continuous improvement
• Partner extensively across Asset Mark, including with Business Consultants, senior leadership, Marketing, and other departments, to bring together expertise from across the business and develop and deliver programs that address the evolving needs of financial advisors
• Engage directly with financial advisors to gather feedback, understand business needs, and identify opportunities to enhance existing programs or develop new offerings
• Serve as the bridge between strategy and execution, establishing and maintaining clear objectives, timelines, deliverables, content, communications, and launches while proactively driving actions across internal and external stakeholders to ensure successful delivery
• Create surveys and conduct ongoing industry research to identify relevant data, insights, and best practices
• Combine research, advisor feedback, program engagement data, and internal expertise to identify opportunities for continuous program improvement
• Manage research vendors on behalf of the team
• Prepare reporting for assigned programs, including KPIs, ROI, participation, engagement, advisor feedback, and other key metrics, and use findings to evaluate program effectiveness and inform future enhancements
• Ensure compliance with internal procedures and controls, consistently evaluating and enhancing processes for optimal performance
• Invest time in learning the full spectrum of Asset Mark’s advisor-facing programs and Business Consulting capabilities and the role they play in helping Asset Mark build deep relationships with advisors

• Demonstrated ability to manage business-facing programs through the full program lifecycle, from development and launch through ongoing management, measurement, and continuous improvement
• Strong cross-functional collaboration skills, with the ability to bring together expertise from multiple areas of the business and drive alignment and accountability without direct authority
• Strong relationship-building and interpersonal skills, with the ability to engage effectively with financial advisors, internal stakeholders, senior leaders, and external partners
• Ability to gather and synthesize advisor/client feedback, research, data, and internal expertise and translate insights into actionable program enhancements
• Strong understanding of program performance measurement, including the ability to establish and evaluate KPIs, engagement…