Job Description:
The Job/What You'll Do:
The Director of Advisor Marketing will serve as a strategic partner and right-hand leader to the Senior Director, Strategic Initiatives, helping lead AssetMark's advisor marketing strategy, programs, and team. This role will manage two direct reports and be accountable for building, scaling, and measuring marketing resources that help independent financial advisors attract new prospects, grow their practices, and deepen relationships with clients. The Director will oversee end-to-end advisor marketing initiatives, including content development, best-practice guidance, content calendars, campaigns, educational programming, and lead-prospecting initiatives.
The Director will also lead thought leadership and survey initiatives; develop programs that help advisors understand, navigate, and apply artificial intelligence (AI) responsibly; and assess AI vendors and other third-party marketing technologies for advisor relevance, usability, and value. This role will oversee FMG's Marketing Advantage, AssetMark's white-label advisor marketing program; partner closely with Business Consulting on showcasing Business Consulting value and create advisor-facing content; and collaborate with Corporate Marketing to secure effective promotion and adoption of advisor programs and resources. Success requires strong cross-functional leadership, sound judgment, and accountability for advisor engagement, adoption, and business growth outcomes.
The ideal candidate is an experienced, collaborative marketing leader who is energized by helping financial advisors build stronger businesses. They bring a strong background in advisor marketing, digital marketing, content strategy, lead generation, and program management; can translate complex ideas into practical resources and compelling communications; and can create and deliver high-quality educational programs and presentations. The ideal candidate is comfortable leading thought leadership and survey work, evaluating emerging AI tools and vendors, and partnering across Corporate Marketing, Sales, Business Consulting, and external providers. Experience in financial services, wealth management, or working directly with financial advisors is strongly preferred.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Charlotte, NC, or Phoenix, AZ.
Responsibilities:
Leadership & Team Management:
Serve as the right-hand leader to the Senior Director, Strategic Initiatives for Advisor Marketing, helping set priorities, make decisions, manage the roadmap, and advance cross-functional initiatives
Lead and develop a team of two direct reports by setting clear expectations, coaching for performance and growth, and creating a culture of accountability, collaboration, and advisor-centered execution
Translate advisor and business needs into clear priorities, plans, and deliverables for the team and partner organizations
Knowledge & Strategy:
Stay current on evolving industry trends, advisor needs, and practice management challenges, translating those insights into relevant, practical marketing programs, resources, and guidance
Strong understanding of digital marketing channels and practices, including content strategy, social media, email marketing, paid media, SEM, SEO, retargeting, and lead generation
Build and maintain a strong understanding of third-party technology systems, marketing platforms, and emerging AI tools used to deliver advisor marketing solutions; evaluate vendors and champion the development, implementation, and continuous improvement of solutions that support advisor needs
Serve as the advisor marketing subject matter expert and advocate within Sales, Business Consulting, Corporate Marketing, and the broader advisor community
Create and deliver educational presentations, webinars, workshops, and demonstrations that build awareness, adoption, and effective use of…