Marketing Manager

Charlotte, NC, United States

Job Description:

AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients. We operate a platform that comprises fully integrated technology, personalized and scalable service, and curated investment platform solutions designed to make a difference in the lives of advisors and their clients.

The Job/What You’ll Do:

We are looking for a Marketing Manager to join our growing marketing team. This role will focus on the marketing program for one of AssetMark's subsidiaries, Adhesion Wealth. They are a leading provider of outsourced investment management solutions for registered investment advisors (RIAs), RIA enterprises, TAMPs, and asset managers.

In this role, you will help implement Adhesion's marketing strategy and oversee content and marketing programs designed to create awareness, drive demand, and increase the share of wallet on the Adhesion platform. You will collaborate closely with key stakeholders to define requirements and deliver expected results. In this hands-on role, you must be an exceptional communicator with critical thinking, time management and proactive problem-solving skills.

This is a full-time position in AssetMark's Charlotte, NC office.

Responsibilities:

The responsibilities of the Marketing Manager role may include, but are not limited to, the following:

Plan and deliver an effective marketing program to drive business growth for Adhesion Wealth

Experience with analyzing data across social media, Google analytics, and marketing automation to create cohesive, understandable stories for stakeholders

Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and Hubspot

Develop marketing campaigns based on business objectives; continually optimize campaigns and materials and make recommendations for improvements

Manage project plans and timelines to ensure the successful execution of marketing initiatives

Measure the effectiveness of marketing activities, and adapt marketing activities based on KPIs and progress toward critical business objectives

Manage go-to-market strategies and facilitate smooth on-boarding of new platform solutions

Develop sales tools, presentations, and other marketing materials to increase advisor engagement for solutions on the platform

Collaborate with the broader marketing team, key stakeholders at Adhesion, relationship managers, and sales teams to develop campaigns to support business objectives

Maintain processes to ensure consistently high quality of marketing deliverables, coordinating internal service providers and external vendors supporting projects as required

Serve as the liaison between Adhesion and vendors for campaign execution, social media, content creation, graphic design, and event planning for conferences

Contribute to the success of the broader Marketing organization by working closely with marketing team members to share best practices, identify opportunities to leverage content and messaging from related areas of the organization, and foster a culture of collaboration and continuous improvement

Knowledge, Skills, and Abilities:

Proven track record of building and executing marketing plans

Ability to develop, manage, and execute multichannel marketing programs to consistently deliver high-quality results

Ability to multi-task across projects as well as to bridge from marketing strategy to tactical marketing execution

Aptitude in evaluating and prioritizing competing projects while ensuring deadlines are met

Proficiency in simplifying complex concepts and writing for both advisor and investor audiences

Capable of working independently as well as being team-oriented, with high energy, enthusiasm, initiative, and commitment to delivering high-quality work

Detail-oriented, with solid organizational, time, and project management skills

Proficiency in working with remote team members in multiple office locations

High proficiency with MS Excel, Word, and PowerPoint

Some travel required

Education & Experience:

Bachelor's degree in marketing or a related field

5+ years of professional B2B marketing experience in financial services, professional services, or technology services

Experience creating content and presenting concepts and ideas to colleagues, internal clients, and partners

Experience leading by influence and keeping a focus on client service (both internal and external)

Strong knowledge of the financial services industry is required

Experience with the RIA marketplace and financial advisory is required

Knowledge of Salesforce, HubSpot, and other marketing automation tools is preferred

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

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

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

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