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Senior Manager, Strategic Partnerships - California, United States - AssetMark
Description
Senior Manager, Strategic Partnerships page is loadedSenior Manager, Strategic Partnerships
Apply
remote type
Hybrid
locations
Concord, CA
time type
Full time
posted on
Posted 25 Days Ago
job requisition id
Req
Job Description:
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.
The Job/What You'll Do:
The Senior Manager, Strategic Partnerships will work as a member of the Investment Solutions team of AssetMark, Inc.
In this newly created role, the Senior Manager will develop, manage, and grow our strategic partnerships with investment strategists and managers.
These strategic relationships help AssetMark and our partners achieve mutual success in supporting financial advisors to address their client's investment needs.
The Senior Manager will leverage their business acumen and industry knowledge to build highly effective relationships with these valued partners, create and implement strategic and tactical business plans to identify and optimize asset and revenue growth opportunities.
We will rely on this role to develop and maintain a vision, scope, and roadmap of a Strategic Partnership Program that ensures its success.
This role will also provide product management support for the investment solutions offered on the platform from these strategic partners.
Our ideal candidate has a business-owners mindset, thrives in building relationships, quickly understands business capabilities and investment products to identify mutually beneficial relationship opportunities,stays abreast of industry trends,
enjoys working with data, is execution-oriented, and excels in a highly collaborative culture.
Success in this role will require a high degree of collaboration, consensus building, senior-level communication, business case development, organization, and experience managing relationship programs.
This is a full-time position in our Concord, CA office with a hybrid work schedule.Responsibilities:
Lead the strategic partnerships program for platform investment solutions providers with a keen focus on maximizing the existing business relationship and identifying new opportunities that are mutually beneficial
Create comprehensive business plans with strategic partners and implement them by collaborating with cross-functional teams that support the program's services and capabilities
Manage day-to-day relationships with strategic partners and provide sales and marketing support:
Stay abreast of new products and services of both AssetMark and the strategic partners
Make proactive recommendations on sales alignment and marketing opportunities based on new capabilities or industry trend
Continually develop and grow relationships to identify new business opportunities and maximize AssetMark exposure
Develop and maintain a forward-looking program roadmap, drive new enhancements, and gather consensus among key stakeholders
Develop subject matter expertise in competitive intelligence in the advisory business, understand the competitive landscape in TAMP and BDs in terms of investment relationship program trends, usage, and pricing
As a member of the broader Investment Solutions team, provide product management support for existing and new investment products and services
Knowledge, Skills, and Abilities:
Excellent interpersonal skills with the ability to build relationships with external and internal senior management to drive consensus and influence decision-making
Understanding of the financial services advisory industry, particularly with investment products trends, and competitor services/offerings; experience in supporting financial advisors is desired
A track record of implementing and leading scalable programs and the ability to manage multiple projects simultaneously are required
Self-motivated, biased toward action, strong planning, organizational, and analytical skills, and comfortable operating in a fast-paced, changing environment
Ability to understand the levers that drive growth in our business and our partners in order to foster the partnerships program's success and expand our value proposition
Excellent analytical and financial modeling skills with the ability to leverage quantitative and qualitative approaches to develop actionable recommendations
Strong Excel and PowerPoint skills are required
Must be a polished presenter to interact with executives and represent AssetMark at industry conferences
Education & Experience:
Bachelor's degree is required
MBA and CFA preferred, not required
Relevant experience in a combination of relationship management, business development, program, and product management roles within financial services, asset management, banking, Broker-Dealer, TAMP, or RIA is preferred
Compensation:
The Base Salary range for this position is between $130,000-$160,000.
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.
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#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.
About Us
AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place.
We offer competitive salaries, full benefits, and excellent opportunities for growth.
To learn more about us, visit our
website
.
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