Director, Strategy and Chief of Staff - Wealth Solutions

AssetMark Financial Holdings•Charlotte, NC

14d•Hybrid

About The Position

The Director, Strategy and Chief of Staff - Wealth Solutions will be a member of AssetMark’s Wealth Solutions team and report directly to the EVP, Chief Wealth Solutions Officer. The role partners with senior Wealth Solutions leaders to monitor industry trends, evaluate business opportunities, support mergers and acquisitions, and lead strategic programs that contribute to firm growth. The position combines data analysis and strategic planning with management of critical projects supporting existing and new initiatives. The successful candidate builds fact-based reporting, business cases, and insights to inform product and services strategy and innovation. Candidates must be able to accommodate a hybrid work schedule and be located near AssetMark’s Charlotte, North Carolina, or Concord, California offices. As a member of the AWS Leadership team, the Director supports strategic planning, maintains the investment product and services roadmap, advises leaders as an internal consultant, and oversees leadership forums and executive reporting. The role also supports the Chief Wealth Solutions Officer with materials and presentations. AssetMark describes itself as a financial services company whose mission is to help its 10,500+ financial advisors make a meaningful difference in their clients’ lives, with a platform that includes investment solutions and a trust company with more than $150 billion in assets under management. The position offers a base salary range of $150,000–$220,000, depending on factors including location, job-related knowledge, skills, education, and experience. It is also eligible for variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the United States; visa sponsorship is not available.

Requirements

Bachelor’s degree in finance, statistics, business, or a related field.
5–10 years of relevant experience.
Strong quantitative skills, including strategy and analytical assessment, communication, ingenuity, and tenacity in delivering high-quality results.
Advanced Excel and PowerPoint skills.
High competence with database construction, CRM platforms, AI tools such as ChatGPT, and business intelligence tools such as Tableau or BI.
Strong analytical skills, including the ability to analyze or mine data and identify key insights and trends.
Strong communication skills and ability to interface effectively with senior leaders, including the C-suite.
Ability to manage multiple projects simultaneously and shift between strategic thinking and tactical opportunities.
Ability to adapt quickly to new demands and challenges, including ambiguity, frequent change, and unexpected events.
Strong action orientation.
Excellent oral and written communication, presentation, and listening skills.
Ability to partner effectively with colleagues and external business partners.
Positive, team-oriented, can-do attitude.
Ability to work effectively in a fast-paced, changing environment.
Ability to accommodate a hybrid work schedule and be near the Charlotte, NC, or Concord, CA office.
Legal authorization to work in the United States; visa sponsorship is not available.

Nice To Haves

Experience as an investment analyst or strategy analyst, and/or experience in the financial services industry, is highly preferred.

Responsibilities

Support strategic planning across Wealth Solutions, including planning associated with operating and capitalized budgeting.
Collaborate with Corporate Strategy and the Executive Team to align Wealth Solutions strategy with broader enterprise priorities.
Develop and maintain a forward-looking investment product and services roadmap for Wealth Solutions.
Serve as an internal consultant to leaders overseeing Wealth Solutions, service offerings, and client segments.
Analyze industry trends, third-party research, and business intelligence to provide insights to Wealth Solutions and executive leaders on investment products, wealth services, and the competitive environment.
Innovate, or support innovation of, the business model and products.
Work with executives to run leadership meetings, all-team meetings, and other organizational forums.
Oversee the creation and maintenance of AWS KPIs, OKRs, and executive reporting materials on a quarterly and ad-hoc basis.
Automate and continually improve processes for tracking financial metrics, product usage, asset distribution, and service adoption.
Support the Chief Wealth Solutions Officer by creating materials and presentations for business objectives.
Manage critical projects supporting existing and new strategic initiatives.
Support the mergers and acquisitions process.