Demo

Director, Product Marketing

AssetMark Financial Holdings, Inc.
Concord, CA Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 6/25/2025

Job Description:

The Job/What You'll Do:

The Product Marketing Director is responsible for developing and executing comprehensive marketing strategies for AssetMark’s products and services.  This role involves overseeing a team of investment marketers who are responsible for product positioning, messaging, and go-to-market strategies to drive advisor acquisition, engagement, and retention. This leader will position AssetMark as a market leader, enhance brand equity, and drive growth through innovative marketing initiatives. The ideal candidate is a visionary leader with extensive experience in product marketing, brand strategy, and customer experience with a proven track record of developing results.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

Strategic Leadership:

  • Develop and implement a visionary marketing strategy that aligns with AssetMarks' investment and service goals and objectives
  • Lead the product marketing teams in creating and executing go-to-market strategies, brand positioning, and messaging
  • Collaborate with senior leadership, including the investment team, Sales, and marketing teams, to ensure cohesive and effective marketing initiatives

Product Marketing:

  • Oversee the positioning and messaging for all products and services, ensuring clear communication of value propositions to segmented advisors
  • Lead the development of marketing collateral, including product literature, case studies, and digital content
  • Drive the launch of new products and services, coordinating cross-functional efforts to ensure successful market entry
  • Enhance the brand equity and recognition through innovative campaigns, partnerships, and thought-leadership initiatives
  • Gather and utilize customer insights to refine marketing strategies and drive product and service improvements

Team Leadership and Development:

  • Build and mentor a high-performing marketing team, fostering a culture of innovation, collaboration, and excellence
  • Provide ongoing training and development opportunities to enhance the team’s skills and knowledge
  • Set clear objectives and key results for the team, track performance, and make adjustments as needed

Performance Measurement and Reporting:

  • Establish key performance indicators and metrics to measure the effectiveness of marketing initiatives
  • Provide regular reports and insights to the executive team on marketing performance, trends, and opportunities
  • Continuously evaluate and refine marketing strategies based on data, market trends, and competitive analysis

Knowledge, Skills, and Abilities:

  • Exceptional leadership, communication, and interpersonal skills
  • Strong analytical skills and experience with data-driven decision-making
  • Ability to thrive in a fast-paced, dynamic environment
  • Knowledge of financial services and/or investment products/cash, and tax offering
  • Excellent writing skills to distill technical concepts into simple, compelling messages
  • Strong interpersonal communication skills; can effectively build relationships and influence partners
  • Approach challenges with a pragmatic, get-it-done attitude
  • Exceptional problem-solving and analytical skills
  • Solution-oriented mindset
  • Ability to frame ambiguous and complex issues and generate insights through strategic and quantitative analysis
  • Results-oriented with the ability to drive numerous tasks and utilize all available resources with high urgency and self-motivation
  • Ability to effectively work cross-functionally at all levels of the organization, managing and prioritizing multiple tasks under tight deadlines
  • Curious and enthusiastic to embrace learnings and best practices in the dynamic field of Product Excellence
  • Proficient with Salesforce, Wrike, Excel, PowerPoint, and measurement tools

Education & Experience:

  • A bachelor’s degree in marketing, business, communications, or a related field; an MBA or advanced degree is preferred
  • Minimum of 10 years of experience in senior marketing roles, with a strong product and service marketing background
  • Proven track record of developing and executing successful marketing strategies that drive growth and brand recognition
  • Extensive experience in digital marketing, brand management, and customer experience
  • An MBA wia th finance or marketing emphasis is preferred
  • Experience in segmentation, buyer journeys, and profiling campaigns is preferred
  • Development of KPIs for all aspects of the product marketing lifecycle is preferred
  • Budget and vendor management is preferred
  • A diverse background in planning, measuring impact, and executing across digital marketing with omnichannel tactics is preferred
  • Willing to rapidly adopt new technologies is preferred
  • Expertise with marketing metrics is preferred

Compensation: The Base Salary range for this position is between $145,000-$165,000.

 

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-CR1

#LI-hybrid

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/Sick Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, Vision – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Salary : $145,000 - $165,000

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