Director, Corporate Strategy

AssetMark Financial Holdings•Charlotte, NC

23h•$180,000 - $210,000•Hybrid

About The Position

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 AssetMark. 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. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in Charlotte, NC, Chicago, IL or Concord, CA.

Requirements

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 through one of its major stakeholders
Managing complexity and leading multiple projects with an unrelenting focus and prioritization
Excellent verbal, written, and presentation skills for both internal and external audiences
Exceptional collaboration, interpersonal, and influencing skills.
Project-oriented and able to quickly adapt to changing priorities and responsibilities
Demonstrates a commitment to fact-based dialogue; willing to push thinking toward better outcomes
Success in developing or being part of high-performing teams and creating alignment
Bachelor’s degree required
Minimum of 8 to 12+ years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development.

Nice To Haves

Management consulting experience preferred

Responsibilities

As part of the Corporate Strategy Team, support the 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.
Help develop and support the enterprise corporate strategy: 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
Focus on the firm’s most pressing strategic & growth objectives: 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
Lead market & competitive intelligence: Support research engagements to develop AssetMark’s position on long-term strategic issues and opportunities Gather and report intel on competition and market trends in support of our strategic choices, directly to the senior leadership team Analyze and communicate how industry news and trends affect AssetMar