Programs Manager, Strategic Initiatives

AssetMark•Concord, CA

2d•$90,000 - $115,000•Hybrid

About The Position

We are seeking a highly self-sufficient and results-driven Programs Manager, Strategic Initiatives, to develop, manage, and continuously enhance a portfolio of advisor-facing programs designed to help financial advisors grow and strengthen their businesses. This role serves as a bridge between strategy and execution, bringing together expertise from various stakeholders and departments across AssetMark to develop and deliver impactful programs for financial advisors. The ideal candidate brings strong business-facing program management experience, exceptional communication and relationship-building skills, a high degree of attention to detail, and the ability to independently drive multiple strategic programs from development and launch through ongoing management, measurement, and optimization. If you are the type who is comfortable with managing marketing/communications plans, not afraid of generating reports, doing research, building surveys, and is naturally an independent problem solver, this is the job for you. This is a full-time position in our Concord, CA office with a hybrid work schedule.

Requirements

Demonstrated ability to manage business-facing programs through the full program lifecycle, from development and launch through ongoing management, measurement, and continuous improvement
Strong cross-functional collaboration skills, with the ability to bring together expertise from multiple areas of the business and drive alignment and accountability without direct authority
Strong relationship-building and interpersonal skills, with the ability to engage effectively with financial advisors, internal stakeholders, senior leaders, and external partners
Ability to gather and synthesize advisor/client feedback, research, data, and internal expertise and translate insights into actionable program enhancements
Strong understanding of program performance measurement, including the ability to establish and evaluate KPIs, engagement metrics, and ROI
High attention to detail and demonstrated ability to self-direct, prioritize, and manage multiple programs and competing priorities simultaneously
Strong written and verbal communication skills, with the ability to convey complex concepts clearly and develop effective program communications and presentations
Strong research, analytical, problem-solving, and organizational skills, with the ability to define challenges, collect relevant information, draw conclusions, and develop actionable solutions
A positive, team-oriented attitude with a service mindset and the ability to work effectively in a fast-paced, changing environment
Intermediate to advanced proficiency with Microsoft Office, including Excel, PowerPoint, Word, Outlook, and OneNote
Proficiency with Excel formulas, pivot tables, charts, and formatting
Bachelor’s degree
A minimum of 3 years of experience managing business, client-facing, or customer-facing programs, ideally within financial services, wealth management, practice management, business consulting, professional services, or a related environment
Experience managing ongoing programs through the full lifecycle, including development, launch, delivery, measurement, and continuous improvement
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice To Haves

Understanding of business consulting, practice management, or the challenges associated with operating and growing a small or advisory business is preferred
Experience working directly with clients, customers, or financial advisors to gather feedback and translate insights into program enhancements is preferred
Working knowledge of Salesforce and Slack is a plus
General understanding of graphic design is a plus

Responsibilities

Own a portfolio of established and emerging advisor-facing programs, leading programs through development, launch, ongoing management, measurement, and continuous improvement
Partner extensively across AssetMark, including with Business Consultants, senior leadership, Marketing, and other departments, to bring together expertise from across the business and develop and deliver programs that address the evolving needs of financial advisors
Engage directly with financial advisors to gather feedback, understand business needs, and identify opportunities to enhance existing programs or develop new offerings
Serve as the bridge between strategy and execution, establishing and maintaining clear objectives, timelines, deliverables, content, communications, and launches while proactively driving actions across internal and external stakeholders to ensure successful delivery
Create surveys and conduct ongoing industry research to identify relevant data, insights, and best practices. Combine research, advisor feedback, program engagement data, and internal expertise to identify opportunities for continuous program improvement. Manage research vendors on behalf of the team
Prepare reporting for assigned programs, including KPIs, ROI, participation, engagement, advisor feedback, and other key metrics, and use findings to evaluate program effectiveness and inform future enhancements
Ensure compliance with internal procedures and controls, consistently evaluating and enhancing processes for optimal performance
Invest time in learning the full spectrum of AssetMark’s advisor-facing programs and Business Consulting capabilities and the role they play in helping AssetMark build deep relationships with advisors.