AssetMark

Job Description:

The Job/What You'll Do:

Do you want to deliver a WOW experience consistently? Are you passionate about delivering excellence? The Product Excellence Lead position is a champion of investment marketing at AssetMark. Successful candidates thrive in a culture of customer service and collaboration. You will work closely with internal and external stakeholders to support marketing priorities and deliver best-in-class product marketing initiatives and programs.

You will think and act strategically and tactually: from the inception of a product idea to creating product launch plans. You are a self-starter, detail-oriented, and comfortable with ambiguity in a rapidly changing environment. You are a storyteller who uses data to inform your product marketing strategies. You are collaborative and enjoy working with stakeholders from across the business. Most of all, you are a curious learner who strives to WOW your stakeholders with exceptional service.

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

Responsibilities:

• Product Messaging & Positioning – Build product positioning, messaging, and marketing strategies
• Develop value propositions and key messaging to be used across every customer touchpoint from the top of the funnel through to Sales, RMs, and Business Consulting
• GTM Strategy & Launch – Launch new features and capabilities in a growing portfolio with a cross-functional team of product, sales, and stakeholders
• Provide an agency approach of innovation and ideation to support stakeholders and the success of marketing activities
• Persona and Buyer Journeys - Develop a deep understanding of prospective and existing Advisors by employing traditional and innovative customer research methods
• Segmentation is critical to the success of our marketing programs and initiatives
• Stakeholder Enablement and Support – Work directly with Ensemble Teams and Business Consulting to provide the right materials and messaging, including fact sheets, customer content, presentations, and product portfolio materials
• A holistic approach to content that spans from emails, social media to the website, eWM, events, and other advisor touchpoints
• Voice-of-the-Customer – Build a deep understanding of our Advisor and AssetMark value proposition to the market and users; build scalable feedback loops for your marketing activities and synthesize insights and data across feedback channels to understand the effectiveness of marketing materials and to pivot when needed
• Planning & Execution – Drive quarterly planning and expected business impact with your product marketing activities and campaigns; Owning the end-to-end (from concept through to sunset) lifecycle
• Own the budget and also be responsible for vendor management, including budgets, deliverables, and contract management

Knowledge, Skills, and Abilities:

• Proven track record of successful product launches and metrics implementation at operational and executive levels
• Knowledge of financial services and/or investment products/cash, and tax offerings
• Excellent writing skills to distill technical concepts into simple, compelling messages
• Strong interpersonal communication skills; can effectively build relationships and influence partners
• Approaches challenges with a pragmatic, get-it-done attitude
• Exceptional problem-solving and analytical skills
• Solution-orientated mindset
• Ability to frame ambiguous and complex issues and generate insights through strategic and quantitative analysis
• Results-oriented with the ability to drive numerous tasks and utilize all available resources with a high sense of urgency and self-motivation
• Ability to effectively work cross-functionally at all levels of the organization, managing and prioritizing multiple tasks under tight deadlines
• Curious and enthusiastic to embrace learnings and best practices in the dynamic field of Product Excellence
• Development of KPIs for all aspects of the product marketing lifecycle is preferred
• Budget and vendor management, including contract negotiation, is preferred
• A diverse background in planning, measuring impact, and executing across digital marketing with omnichannel tactics is preferred
• Proficient with Salesforce, HubSpot, Wrike, Excel, PowerPoint, and BI tools
• Willing to rapidly adopt new technologies is preferred
• Expertise with marketing funnel metrics is preferred

Education & Experience:

• Bachelor’s degree in Marketing, Business, Economics, or a related field
• 10+ years of experience leading and developing strategic marketing initiatives across the product lifecycle, including campaigns, launches, messaging, and collateral.
• MBA with a finance or marketing emphasis is preferred
• Experience in segmentation, buyer journeys, and profiling campaigns is preferred

Compensation: The Base Salary range for this position is between $120000-$140,000.

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.

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.