Director, Marketing Operations

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.  

The Job/What You'll Do:

The Director, Marketing Operations is responsible for overseeing all marketing processes, technologies, workflows, budgets, and talent priorities. Reporting directly to the CMO, this role is tasked with optimizing overall team efficiency and effectiveness. Working collaboratively across the marketing and communications organization and across the firm, the Director of Marketing Operations will be central in executing the marketing and communications strategy for AssetMark.  This role is also monitors, measures, and analyzes the effectiveness of all marketing and communication initiatives and programs. 

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.

Responsibilities: 

• Define the marketing operations vision and strategy that enables informed decisions through precise analysis to drive an efficient and scaled marketing and communication team. 

• Lead the marketing team's planning, budgeting, and forecasting and manage marketing automation systems through collaboration with the marketing and communications leadership team. 

• Own the marketing operations roadmap, ensuring marketing technology is evaluated, selected, implemented, and customized to meet the needs of our organization. 

• Establishes and maintains scalable processes that provide best practices in lead and campaign management 

• Define key marketing metrics and manage the process of packaging these insights into reports and dashboards to assess the overall performance of the marketing and communications efforts.   

• Create regular reports that show business impact and effectiveness. 

• Analyze marketing and sales data, develop insights, and present recommendations to the CMO for areas of improvement and optimization, 

• Provide monthly/quarterly/annual marketing metrics reviews, consumer acquisition, program ROI, and contact acquisition and penetration 

• Inform key stakeholders across marketing, sales, and finance regularly of insights on marketing performance to ensure cross-functional alignment on our data-driven strategy. 

• Drive marketing database strategies, analyze business data gaps, client acquisition strategies, and data quality practices. 

• Ensuring compliance with FINRA, SEC, and other regulatory bodies 

• Manage marketing vendor relationships, budget, contracts, and approvals 

• Work with the CMO on talent initiatives to help support, develop, and attract talent.  Lead efforts to create a culture of innovation and creativity.  

Knowledge, Skills & Abilities: 

• Critical thinker with strong problem-solving skills 

• Solid organizational skills and detail-oriented 

• Excellent verbal and written communicati