Director, Corporate Strategy

Job Description:

AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.

Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission.

The Corporate Strategy Team leads the strategic ideation, implementation, and execution support for our business and culture transformation in order for us to meet our strategic priorities and to create sustainable competitive advantage over the long-term.

The Corporate Strategy team partners directly with the CEO, Executive Committee (EC) members, and Functional leaders to help solve the most important and complex questions and challenges facing AssetMark. The team focuses on enterprise issues, including strategy, growth initiatives, market testing, and adoption.

The individual in this role will report directly to the VP, Corporate Strategy and will partner with Business / Functional Leaders, Corporate Development, Finance, and broader set of stakeholders to support various strategic initiatives.

This is a full-time position with a hybrid work schedule. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Charlotte, NC, Concord, CA, or Atlanta, GA.

AssetMark is seeking a highly skilled individual to serve as the Director, Corporate Strategy, reporting to the VP, Corporate Strategy. As part of the Corporate Strategy Team, support strategic planning process to development of vision, mission and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams.

Help develop and support enterprise corporate strategy

• Partner with the VP, Corporate Strategy to develop and refresh of enterprise strategic roadmap
• Synthesize and evaluate business and function strategies and analyze the enterprise level impact
• Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy. Advocate and message the corporate strategy to business units
• Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed
• Lead strategy setting exercises, including strategic reviews and scenario planning
• Shape company-wide strategy communications and help cascade the strategy through the organization
  
  
  

Focus on the firm’s most pressing strategic & growth objectives

• Provide rigorous analysis and insights to guide decision-making on near-term and long-term opportunities.
• Partner with senior leaders to identify, refine, and prioritize the firm’s highest-impact strategic and growth initiatives.
• Translate complex strategic issues into clear, actionable recommendations for executive stakeholders.
• Ensure alignment of cross-functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives.
  
  
  

Lead market & competitive intelligence

• Support research engagements to develop AssetMark’s position on long-term strategic issues and opportunities.
• Gather and report intel on competition and market trends in support of our strategic choices direct to the senior leadership team
• Analyze and communicate how industry news and trends affect AssetMark
• Manage 3rd party consulting/advisory relationships
  
  
  

Knowledge, Skills, and Abilities:

• Being entrepreneurial and self-directed – able to take a conceptual business challenge from an initial set of facts and hypotheses to real, practical solutions
• Working closely with senior business leaders as a trusted advisor
• Being intellectually curious and interested in the future of financial services and shaping an industry through one of its major stakeholders
• Managing complexity and leading multiple projects with an unrelenting focus and prioritization
• Excellent verbal, written, and presentation skills for both internal and external audiences.
• Exceptional collaboration, inter-personal, and influencing skills.
• Project-oriented and able to quickly adapt to changing priorities and responsibilities.
• Demonstrates a commitment to fact-based dialogue; willing to push thinking toward better outcomes
• Success developing or being part of high-performing teams and creating alignment
  
  
  

Education & Experience:

• Bachelor’s degree required;
• Minimum of 5 to 8 years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development.
• Management consulting experience preferred.
  
  
  

Compensation: The Base Salary range for this position is between $190,000 - $225,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

We are AssetMark, 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 AssetMark 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 AssetMark 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, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.