AssetMark

Marketing

• Advisor Segmentation & Predictive Analytics: Define and operationalize customer and advisor segments using behavioral, demographic, psychographic, and lifecycle attributes to improve targeting, personalization, and journey design
• Develop, refine, and maintain lead‑scoring models (behavioral, engagement‑based, firmographic, and propensity‑to‑convert) using statistical analysis, machine learning techniques, or predictive modeling frameworks to improve conversion and prioritization
• Partner with Campaign, Sales, and Digital teams to activate segments and scoring models across CRM/automation platforms, ensuring high‑value advisors receive the right message at the right time
• Quantitative Analytics & Experimentation: Segment audiences using behavioral, firmographic, and lifecycle signals to inform targeting, personalization, and advisor experience improvements
• Analyze multi‑channel campaign and journey performance; run A/B and multivariate tests across email, web, landing pages, and paid media to improve acquisition, engagement, and conversion
• Qualitative Synthesis & Storytelling: Collect and synthesize advisor success stories and qualitative feedback (interviews, win/loss, focus groups) to pair with quantitative evidence—crafting clear narratives that influence go‑to‑market and content strategy
• Translate findings into insight briefs, one‑page exec summaries, and enablement materials for marketing, sales, product marketing, and service leaders
• Cross‑Functional Partnership & Influence: Serve as the primary insights partner to Campaigns, Brand, Digital, Product Marketing, Sales, and Finance—aligning on hypotheses, success criteria, and test‑learn roadmaps
• Manage external research/analytics vendors and research panels as needed; ensure delivery quality and budget discipline

Marketing Analytics, Insights Manager

Database Administrator

• Own the data model, data operations, and data reliability across the marketing technology stack
• Ensure that all inbound, outbound, and transformed data is accurate, stable, and scalable
• Design, maintain, and optimize the SFMC data model
• Define and enforce primary keys and relationship logic
• Manage data ingestion pipelines and implement continuous data hygiene practices
• Support compliance reviews and internal audits

Marketing Database Manager

Sales

• This internship opportunity will focus on assisting the internal sales team by creating Advisor facing reports, campaign management and reporting, pre and post Advisor event support, and working directly with Advisors on very specific tasks
• This position may also be called upon to support Salesforce.com projects and limited office administration duties
• Gain work experience within a sales organization in a financial services-related field
• Learn to automate/institutionalize the sales process
• Gain insights into how to successfully collaborate within a cross-functional organization
• Increase knowledge of working within CRM and business systems & technology
• Campaign management, including prospect and client email, calling, and event campaigns
• Working directly with Advisors in a limited capacity to answer questions and provide information
• Gather, compile, and analyze data to identify, prioritize, and execute process improvement opportunities within the Sales Administration team
• Provide general administrative support to the team as directed
• Make calls to prospective financial advisors to confirm data and/or invite them to events

Sales Intern

Director

• Support deal origination and qualifying of opportunities aligned to AssetMark's strategy
• Maintain high-quality pipeline trackers/dashboards, target lists, and screening outputs
• Conduct market and target company research and deliver actionable insights
• Coordinate outreach preparation and meeting workflows with external counterparties
• Build and maintain financial models (valuation, scenarios/sensitivities)
• Prepare executive-ready materials (deal rationale, diligence findings, risk/issue summaries, Executive Committee and Board-level updates) with accuracy and clarity
• Define and track success criteria and performance against the business case in partnership with the Integration Management Office and functional owners
• Other duties as assigned

Corporate Development Director

• Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth
• Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards
• Model a culture of accountability, collaboration, and continuous improvement
• Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation
• Thoroughly understand strategic partners’ overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark’s goals
• Plan development focusing on key strategic initiatives to meet AssetMark’s revenue growth, to reach prescribed sales targets, and growth metrics
• Identify key advisors within existing firms to exert influence and advocacy with key advisory executives
• Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards
• Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms
• Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors
• Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives
• Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence.
• Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark’s positioning and identify areas of differentiation
• Frequent travel is necessary to meet responsibilities

Director, Strategic Accounts

• Generate and manage financial reports for the sales team
• Perform maintenance and administration tasks within Salesforce
• Order marketing materials for advisors, prospective advisors, and sales team
• Execute call campaigns to drive participation in conferences, webinars, and regional events
• Perform other related duties as assigned to support the team’s goals

Marketing Analytics, Insights Manager

Marketing Database Manager

Sales Intern

Corporate Development Director

Director, Strategic Accounts

Sales Coordinator