Job description
Job Description: The Job/What You'll Do: We are seeking a highly self-sufficient and results-driven professional to fill the role of Senior Manager, Advisor Programs. Strategize and partner to develop, market, monitor, and measure the success of Asset. Mark’s Advisor Programs, which includes management, reporting, and execution of the program strategy.
The Senior Manager will coordinate marketing, operations, reporting, practice management support, and technology to create a cohesive and impactful program. This role requires a strategic leader with the ability to integrate various internal functions and drive continuous improvement. This is a full-time position in our Concord, CA office with a hybrid work schedule.
Responsibilities
Serve as the internal program manager responsible for coordinating marketing, sales, and support services to resolve complex problems and develop go-to-market strategies Work closely with cross-functional teams and contacts to maximize the efficacy of the programs Design and implement program reporting and monthly communication procedures, maintaining clear and showcasing successes and opportunities through clear KPIs and quarterly reporting Review, analyze, interpret, and maintain strong industry knowledge of advisor trends and training needs Monitor and evaluate operational efficiencies, identifying areas for improvement, recommending and implementing necessary changes Manage and grow the assigned programs, ensuring alignment with company objectives and maximizing benefits Manage relationships with vendors and partners to support Advisor Programs initiatives and efforts Serve as a liaison between the Program and Business Consulting team on content and collaborate with other departments to ensure effective communication and promotion Lead marketing, communication, and promotion of the Programs internally and externally Own content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end Proactively identify opportunities for program enhancement and implement best practices Consult with Advisors as needed to move the programs forward.
Perform other duties as assigned Knowledge, Skills, and Abilities: Highly organized, detail-oriented, and capable of simultaneously monitoring and completing various projects Demonstrated experience working collaboratively to lead the integration of complex programs and utilizing best practices in management to ensure shared success Outstanding strategic thinking skills with a focus on results and impact Superior oral and written communication skills; strong sense of emotional intelligence with the ability to work effectively with people at all levels of the organization to create buy-in and a sense of teamwork Self-motivated and self-directed with strong communication skills Efficient with a strong work ethic Ability to define clear objectives for challenges, collect appropriate information, and develop action plans resulting in workable solutions Apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Must be able to deal with abstract and concrete variables Excellent analytical abilities with good business judgment are essential Flexibility and the ability to work as a member of a team Ability to interact with all levels of management Strong working knowledge of Salesforce, Slack, MS Office (Outlook, Word, Excel, and PowerPoint) Copywriting skills and general understanding of graphic design preferred Must be able to work hybrid (in office Tue/Wed/Thur) and attend up to 10 events per year.
Education
& Experience: Bachelor’s degree Who We Are & What We Offer: We are Asset. Mark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At Asset. Mark your ideas matter; they’re heard, valued, and drive meaningful change.
Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses.
Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the Asset. Mark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and 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, Asset. Mark is committed to building a diverse and inclusive workplace where everyone feels valued.