Senior Advisor Programs Manager

AssetMark•Concord, CA

8d•$105,000 - $120,000•Hybrid

About The Position

We are seeking a highly self-sufficient and results-driven professional to fill the role of Senior Manager, Advisor Programs. Strategize and partner to develop, market, monitor, and measure the success of AssetMark’s Advisor Programs, which includes management, reporting, and execution of the program strategy. The Senior Manager will coordinate marketing, operations, reporting, practice management support, and technology to create a cohesive and impactful program. This role requires a strategic leader with the ability to integrate various internal functions and drive continuous improvement. This is a full-time position in our Concord, CA office with a hybrid work schedule.

Requirements

Highly organized, detail-oriented, and capable of simultaneously monitoring and completing various projects
Demonstrated experience working collaboratively to lead the integration of complex programs and utilizing best practices in management to ensure shared success
Outstanding strategic thinking skills with a focus on results and impact
Superior oral and written communication skills; strong sense of emotional intelligence with the ability to work effectively with people at all levels of the organization to create buy-in and a sense of teamwork
Self-motivated and self-directed with strong communication skills
Efficient with a strong work ethic
Ability to define clear objectives for challenges, collect appropriate information, and develop action plans resulting in workable solutions
Apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Must be able to deal with abstract and concrete variables
Excellent analytical abilities with good business judgment are essential
Flexibility and the ability to work as a member of a team
Ability to interact with all levels of management
Strong working knowledge of Salesforce, Slack, MS Office (Outlook, Word, Excel, and PowerPoint)
Must be able to work hybrid (in office Tue/Wed/Thur) and attend up to 10 events per year.
Bachelor’s degree
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

Copywriting skills and general understanding of graphic design preferred

Responsibilities

Serve as the internal program manager responsible for coordinating marketing, sales, and support services to resolve complex problems and develop go-to-market strategies
Work closely with cross-functional teams and contacts to maximize the efficacy of the programs
Design and implement program reporting and monthly communication procedures, maintaining clear and showcasing successes and opportunities through clear KPIs and quarterly reporting
Review, analyze, interpret, and maintain strong industry knowledge of advisor trends and training needs
Monitor and evaluate operational efficiencies, identifying areas for improvement, recommending and implementing necessary changes
Manage and grow the assigned programs, ensuring alignment with company objectives and maximizing benefits
Manage relationships with vendors and partners to support Advisor Programs initiatives and efforts
Serve as a liaison between the Program and Business Consulting team on content and collaborate with other departments to ensure effective communication and promotion
Lead marketing, communication, and promotion of the Programs internally and externally
Own content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end
Proactively identify opportunities for program enhancement and implement best practices
Consult with Advisors as needed to move the programs forward.
Perform other duties as assigned