Vice President, Advisor Journey Marketing

AssetMark

Concord, CA

Full Time

Executive

190k-230k

3 days ago

Job Description

About the Role

AssetMark is seeking a visionary Vice President, Advisor Journey Marketing to lead the strategy, development, and execution of integrated marketing programs designed to attract, engage, and grow their advisor community. This leader will own the end-to-end advisor experience across key lifecycle stages, ensuring consistent, compelling, and differentiated interactions that drive measurable business growth. The role reports to the Chief Marketing Officer and is based in Concord, CA with a hybrid work schedule. The company focuses on supporting financial advisors through technology, consulting, and investment solutions, emphasizing values of Heart, Integrity, Excellence, and Respect.

Key Responsibilities

Define and lead the advisor journey marketing strategy to support business growth, advisor acquisition, retention, and re-engagement
Architect and evolve the advisor lifecycle, identifying friction points, needs, and opportunities to enhance the end-to-end experience
Partner with sales, product, service, brand, and events to ensure a cohesive and integrated approach to advisor engagement
Represent marketing in firm-wide forums, growth planning, and executive-level discussions
Design and execute marketing programs tailored to key advisor segments: new advisors, existing & active advisors, disengaged advisors, strategic partner advisors
Develop multi-channel engagement strategies that combine education, digital experiences, events, and content to support advisor growth and success
Drive the creation of advisor-centric content, tools, and resources that strengthen relationships and fuel business growth
Establish and track KPIs to measure advisor engagement, pipeline conversion, retention, and overall marketing effectiveness
Leverage marketing automation, CRM, and data analytics to inform strategies, optimize campaigns, and deliver personalized advisor journeys
Own marketing's contribution to business development and retention metrics
Build, lead, and mentor a high-performing Advisor Journey Marketing team with a focus on innovation, collaboration, and results
Foster a culture of accountability, continuous learning, and cross-functional partnership

Requirements

Deep understanding of the independent financial advisor ecosystem
Proven success in designing and executing marketing strategies that drive measurable business outcomes
Strong leadership presence
Expertise in lifecycle marketing, segmentation, personalization, and digital transformation
Proficiency in marketing automation, CRM platforms (Salesforce, Marketing Cloud), and data-driven decision making
Experience leading cross-functional teams and managing complex, matrixed environments
Experience with multi-channel marketing programs, including digital, events, content, and thought leadership
Bachelor's degree required; MBA or advanced degree preferred
15+ years of marketing leadership experience, with at least 7+ years in a senior role, ideally within financial services, fintech, or wealth management

Nice to Have

Strong knowledge of investment products, advisor business models, and wealth management trends
Demonstrated ability to translate data and insights into actionable strategies
Track record of innovation, adaptability, and delivering marketing ROI

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

Working at AssetMark

AssetMark's culture is driven by their mission to help financial advisors make a difference in their clients' lives. They value Heart, Integrity, Excellence, and Respect, encouraging doing what is right, embracing diverse ideas, and fostering continual success and innovation. The company emphasizes a supportive, inclusive workplace that promotes professional growth and values team collaboration.

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