AssetMark
AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose‑built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.
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 a 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, Concord, CA, or Atlanta, GA.
AssetMark is seeking a highly skilled individual to serve as the Director, Corporate Strategy, reporting to the VP, Corporate Strategy. 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.
Responsibilities
Partner with the VP, Corporate Strategy to develop and refresh the 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
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
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 third‑party consulting/advisory relationships
Qualifications
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‑personnel, 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
Management consulting experience preferred
Candidates must be legally authorized to work in the United States; we are unable to provide visa sponsorship
Compensation Base Salary range: $190,000 – $225,000. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Benefits
Hybrid Work Schedule
Flex Time or Paid Time Off and Sick Time Off
401(k) – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr
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 a 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, Concord, CA, or Atlanta, GA.
AssetMark is seeking a highly skilled individual to serve as the Director, Corporate Strategy, reporting to the VP, Corporate Strategy. 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.
Responsibilities
Partner with the VP, Corporate Strategy to develop and refresh the 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
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
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 third‑party consulting/advisory relationships
Qualifications
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‑personnel, 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
Management consulting experience preferred
Candidates must be legally authorized to work in the United States; we are unable to provide visa sponsorship
Compensation Base Salary range: $190,000 – $225,000. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Benefits
Hybrid Work Schedule
Flex Time or Paid Time Off and Sick Time Off
401(k) – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr