Educate, advise, and consult with advisors, acting as a subject matter expert on our retirement offerings including 401(k), Pooled Employer Plan, 403(b), 457 plans Promote growth in sales production with the existing advisor base by proactively calling advisors to identify advisor needs and opportunities Cultivate an ongoing consultative relationship with top advisors and

Provide project management leadership and execution for assigned large initiatives greater than $2M that maximize value and return on investment. Manage development and implementation of business requirements, technical design, coding, testing plans, and production roll out in an iterative development environment per project charter document. Create and manage schedules,

Develop and execute end to end email marketing campaigns, encompassing conceptualization, design, segmentation, and deployment Assist in the creation and implementation of personalized email marketing strategies Implement A/B testing strategies to optimize email performance Ensure strict adherence to email marketing best practices, industry regulations, and CAN SPAM laws

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Oversee a small team of software engineers and all projects they undertake, analyze briefs, write progress reports, identify risks an develop work schedules Possess flexibility to accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

Support the development and implementation of the Funds compliance program, collaborating with other departments at AssetMark as well as vendors, outside counsel and sub advisors to the Funds. Assist in the ongoing implementation and execution of the Funds' risk assessment and testing program, including conducting compliance testing; evaluating, documenting and presenting

P r o fe s sionall y r ep res e n t t he ful l co m p l e me nt of A dhes i on ' s ma n age d in v e s tin g s ervic e s D e v e l op a larg e p i p eli ne o f via b l e prospect s i n ou r targe t marke t t h r ou g h coo r d i n ate d p r o sp e cti ng wit h you r m an a ger and t h r o ug h ac tiv e n etw o rki ng i n t he industr y an d wit h Adhesion' s externa l par

Lead the strategic partnerships program for platform investment solutions providers with a keen focus on maximizing the existing business relationship and identifying new opportunities that are mutually beneficial Create comprehensive business plans with strategic partners and implement them by collaborating with cross functional teams that support the program's services

Work with leaders across AssetMark to help define and execute upon the next generation of wealth management services and capabilities Lead research, planning, development activities that help drive the assessment of new and enhanced platform offerings including UMA, Rep As Strategist, Rep As PM, Tax Management Services, Direct Indexing, Unified Managed Household, Annuitie

This position will undertake specified tasks, performing some or all of the following Serve as the Lead Salesforce QA person that will set the QA standards across all teams Partner with product owners and business stakeholders to understand business requirements and translate them into comprehensive test plans Own the responsibility for the development and implementation