Director, Corporate Strategy

AssetMark Financial Holdings•Charlotte, NC

31d•$190,000 - $225,000•Hybrid

About The Position

Founded in 1996, AssetMark 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. AssetMark 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 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 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 or Atlanta, GA.

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, inter-personal, 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 developing or being part of high-performing teams and creating alignment
Bachelor’s degree required
Minimum of 5 to 8 years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development.
Candidates must be legally authorized to work in the US to be considered.
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 or Atlanta, GA.

Nice To Haves

Management consulting experience preferred.

Responsibilities

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.
Help develop and support enterprise corporate strategy
Partner with the VP, Corporate Strategy to develop and refresh of 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 direct to the senior leadership team
Analyze and communicate how industry news and trends affect AssetMark
Manage 3rd party consulting/advisory relationships