Vice President, Analytics

Job Description:

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management.

The Opportunity

As AssetMark accelerates data-driven transformation, the VP, Analytics will lead the strategy, execution, and evolution of analytics across the organization. This executive will establish and drive a high-impact analytics center, enabling scalable insights and advanced modeling to unlock new business opportunities, strengthen client experiences, and drive operational performance. The ideal candidate excels at working across business and technology, ensuring that analytics initiatives deliver measurable results while upholding robust governance and compliance standards.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC, Phoenix, AZ, Concord, CA or Chicago, IL.

Key Responsibilities:

Analytics Strategy & Leadership

• Define and implement a comprehensive analytics strategy aligned with AssetMark’s business objectives and growth plans, identifying new opportunities to leverage data-driven insights for competitive differentiation.
• Champion the adoption of predictive analytics, AI, and machine learning for business process improvement, advisor enablement, and client impact.
• Own enterprise business intelligence capabilities, including executive reporting, KPI frameworks, dashboard strategy, and self-service analytics.
  
  
  

Analytics Operations

• Lead the design, deployment, and optimization of analytics operations, including advanced reporting platforms, data visualization tools, and analytics pipelines ensuring scalability and reliability.
• Oversee the integration and enhancement of company analytics infrastructure with AssetMark’s enterprise data lake and cloud data platforms (e.g., Snowflake, AWS, Azure), enabling seamless access to trusted, high-quality data.
  
  
  

Advanced Analytics & Insights

• Direct the development and operationalization of advanced analytics solutions, including segmentation, forecasting, next-best-action models, lead scoring algorithms, and process automation.
• Foster a culture of analytics-driven decision-making across all business units, enabling teams to leverage self-service analytics resources and robust BI platforms.
• Drive innovation through advanced analytics, machine learning, and AI-enabled solutions to solve critical business challenges.
  
  
  

Business Integration & Impact

• Partner with Product, Engineering, Sales, Marketing, and Operations leaders to leverage analytics for business optimization and client outcomes, embedding recommendations and insights into workflow tools and business intelligence.
• Lead cross-functional analytics projects, ensuring alignment to business goals and delivering actionable insights at speed and scale.
• Establish analytics operating models, prioritization frameworks, and governance processes to ensure scalable and business-aligned delivery.
  
  
  

Team Building & Talent Development

• Build and develop a world-class analytics team, attracting top talent in data engineering, analytics, and data science.
• Mentor, coach, and promote professional growth within the analytics function, fostering a high-performance, innovation-focused culture.
  
  
  

Qualifications & Experience:

Leadership & Experience

• 12 years of professional experience in analytics, data science, or business intelligence
• Preferred candidates will have 5 years in leadership roles within wealth management, asset management, or financial services.
• Demonstrable experience architecting and scaling analytics organizations, including building advanced analytics and data science capabilities.
  
  
  

Technical Expertise

• Deep expertise in business intelligence, advanced analytics (predictive modeling, segmentation, forecasting), machine learning, and cloud data platforms (Snowflake, AWS, Azure).
• Proficient with analytics tools such as Tableau, Power BI, Databricks, and relevant ML frameworks.
  
  
  

Business & Communication Skills

• Exceptional ability to translate complex analytics findings into business opportunities and strategies, with strong communication skills for engaging stakeholders at all levels.
• Proven track record of leading high-impact analytics teams and projects in entrepreneurial, growth-focused environments.
  
  
  

Governance & Compliance

• Strong background in analytics governance, data quality, privacy regulations, and compliance frameworks specific to financial services and wealth management.
  
  
  

Leadership & Education

• Outstanding leadership qualities, demonstrated ability to attract, mentor, and retain top analytics talent.
• Bachelor’s or Master’s degree in Analytics, Data Science, Computer Science, Statistics, Mathematics, or related quantitative field; advanced degree preferred.
  
  
  

Why Join AssetMark?

• Drive high-profile analytics transformation for a market-leading wealth management platform.
• Contribute to a growth-focused, private equity-backed organization with ambitious goals and significant investment in technology.
• Collaborate with mission-oriented teams dedicated to empowering financial advisors and their clients.
• Build and lead an analytics capability with the resources and support to set new standards in the industry.
  
  
  

If you are a proven analytics leader with a passion for leveraging data to drive impactful business results, thrive in fast-paced environments, and want to shape the future of wealth management through innovative analytics, we encourage you to apply.

Compensation: The Base Salary range for this position is between $200,000-$230,000.

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.