Senior Director, Channel Marketing

About the Role

Key Responsibilities

• Develop and lead the channel marketing strategy for RIA, bank trust, and broker-dealer channels, aligning to overarching business growth targets and priorities.
• Work closely with sales, product, and service, representing the advisor and channel's voice in strategic discussions.
• Identify new market opportunities and emerging trends to expand reach and deepen channel penetration.
• Oversee the creation of differentiated channel-specific marketing plans, including campaigns, messaging, content, and event strategies.
• Ensure a seamless client acquisition and engagement journey through personalized and targeted marketing.
• Lead high-profile, go-to-market initiatives for new products, services, or partnerships within RIA, bank trust, and broker-dealer channels.
• Champion advisor-centric marketing programs that foster engagement, loyalty, and business growth.
• Lead the development of best-in-class advisor enablement materials and thought leadership content that reinforce AssetMark's value proposition.
• Act as the primary liaison across key internal partners including product marketing, brand, advisor journey marketing, and sales.
• Collaborate with key external partners, industry platforms, and associations to extend reach and influence.
• Identify areas where AssetMark should attend conferences, events, and client forums to raise visibility.
• Define KPIs and lead performance measurement, translating marketing impact into business outcomes.
• Use data and insights to drive continuous improvement and campaign optimization.

Requirements

• 12+ years of experience in channel marketing, with at least 5 years in a leadership role within financial services.
• Deep understanding of the RIA, bank/trust, and broker-dealer advisor landscape from both strategic and tactical marketing perspectives.
• Demonstrated success in developing and executing high-impact marketing strategies that drive business results.
• Executive presence, with strong influencing skills and the ability to collaborate across all levels of the organization.
• Exceptional leadership, communication, and project management capabilities.
• Proven ability to operate in a highly regulated environment and manage legal/compliance review processes.
• Bachelor's degree required; MBA or relevant advanced degree preferred.

Nice to Have

• Expertise in investment products, wealth management, or advisory services.
• Strong digital marketing and data-driven decision-making skills.
• Experience managing agency/vendor relationships and overseeing marketing budgets.

Qualifications

• Bachelor's degree (implied by 'Bachelor's degree required')
• MBA or relevant advanced degree preferred

Benefits & Perks

• 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