• Job Description

  Req#: Req-002461

  Job Description:

  The Job/What You’ll Do:

  AssetMark is seeking a seasoned events professional lead our Client Experience team, comprising our Brand and Events teams, ensuring brand cohesion across all channels.

  Reporting to the Chief Marketing Officer, the Vice President, Client Experience will serve as the driving force responsible for developing the strategy, planning, and the execution of the most compelling and engaging events for AssetMark’s advisors, focusing on both deepening engagement with existing clients and as well as attracting new clients.

  Additionally, the Vice President, Client Experience will seamlessly aligning client events with AssetMark’s evolving brand, bringing together marketing, sales initiatives and the firm’s overall strategy.

  Responsibilities:

  • Manage a team of 10 across the Brand and Events teams to deliver the best-in-class events and promote brand awareness furthering the firm’s strategy, in an effort to increase share of wallet
  • Oversee every aspect of event development, including planning, site selection, layout design, scheduling, logistics, production elements, staffing, budgeting (including seven-figure budgets), and performance measurement.
  • Ensure all events are aligned with business priorities, key messaging and the overall marketing strategy goals
  • Partner cross-functionally with leadership, Sales, Investments and Marketing teams to develop and execute content strategy to support small and large-scale, virtual and in-person events throughout the year
  • Collaborate across all departments to strategically identify opportunities for enhancing and optimizing events and programs.
  • Evaluate the effectiveness of events to help drive the overall engagement strategy.
  • Manage and oversee the selection of internal and external speakers, including content preparation calls, content preparation, etc.
  • Collaborate with external event production teams when necessary, setting project timelines and serving as the lead project manager.
  • Collaborate with the finance and legal to manage event budgets and contracts.
  • Collaborate with program, finance, development, and communications teams to support key outcomes for community partners, funders, and impactful stories associated with events.
  • Other duties as assigned

  Knowledge, Skills, Abilities:

  • Highly collaborative & enjoys working with others & can build strong relationships with various partner teams
  • Ability to integrate input from multiple stakeholders while maintaining strategic vision and timely execution
  • Adaptable, reliable and possess a can do attitude
  • A passion for detail and an ability to think creatively is critical
  • Strong writing and editing ability including the ability to tailor for specific audiences based on topic
  • Staying current on market conditions
  • Strong written and verbal communication skills and ability to effectively communicate with all levels of management across our business
  • Strong knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word).
  • Travel as needed to tour event space and/or attend company meetings

  Education & Experience:

  • 10+ years of experience in the events space required and experience executing client events in the financial services industry is preferred
  • Bachelor’s Degree in Meeting & Event Planning, Marketing, Communications, or in a related field is required.

  Compensation: The Base Salary range for this position is between $190,000 - $230,000.

  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-DNI

  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 the company

  AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.

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