Director, Strategy and Chief of Staff - Wealth Solutions

AssetMark • Concord, CA

15d • $150,000 - $220,000 • Hybrid

About The Position

The Director, Strategy and Chief of Staff - Wealth Solutions works as a member of AssetMark’s Wealth Solutions team and reports directly to the EVP, Chief Wealth Solutions Officer. The role partners with the senior Wealth Solutions Leadership team to monitor industry trends, evaluate business opportunities, support mergers and acquisitions, and drive strategic programs that support firm growth.

The successful candidate is intellectually curious, comfortable working with data, committed to continuous improvement, and effective in a collaborative environment. The role analyzes data to answer business questions and manages critical projects supporting current and new strategic initiatives. It develops fact-based reporting, business cases, and insights that inform AssetMark’s product and services strategy and innovation.

Candidates must be able to accommodate a hybrid work schedule and be close to AssetMark’s Charlotte, North Carolina or Concord, California offices. The position offers a base salary range of $150,000–$220,000, depending on work location and other factors, and eligibility for additional 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.
• 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 and mine data and identify key insights and trends.
• Strong communication skills and the ability to interface effectively with senior leadership, including the C-suite.
• Ability to manage multiple projects simultaneously and switch between high-level strategic thinking and tactical opportunities.
• Flexible mindset and 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.
• Demonstrated strong quantitative skills, strategy and analytic assessment strengths, communication skills, and ingenuity and tenacity in delivering high-quality results.
• Legally authorized to work in the United States; visa sponsorship is not available.
• Ability to accommodate a hybrid work schedule and be close to the Charlotte, NC or Concord, CA offices.

Nice To Haves

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

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 the Wealth Solutions strategy with broader enterprise priorities.
• Support the development and maintenance of a forward-looking investment product and services roadmap for Wealth Solutions.
• Act as an internal consultant to leaders overseeing AssetMark’s wealth solutions, service offerings, and client segments.
• Analyze industry trends, third-party research, and business intelligence to provide insights to Wealth Solutions and Executive leadership on investment products, wealth services, and the competitive environment.
• Innovate or support innovation of the business model and products.
• As a member of the AWS Leadership team, work with executives to run leadership meetings, all-team meetings, and other organizational forums.
• Oversee the creation and maintenance of KPIs, OKRs, and executive reporting materials for AWS on a quarterly and ad-hoc basis.
• Seek to automate and continually improve internal processes for tracking financial metrics, product usage, asset distribution, and adoption of services.
• Support the Chief Wealth Solutions Officer in creating materials and presentations for various business objectives.

Benefits

• Flex time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision plans, including HDHP or PPO options.
• Employer HSA contribution for HDHP participants.
• Volunteer time off.
• Career development and recognition.
• Fitness reimbursement.
• Hybrid work schedule.
• Additional variable incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Director