Creative and Content Project Manager

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 to help clients achieve wealth, independence, and purpose.

The Job/What You'll Do:

AssetMark is seeking an experienced Creative and Content Project Manager to support the Brand team (Experience Design and Event Experience) in content management and creative workflow management. The role includes project management of all creative and content deliverables, speaker coordination for events, and ensuring adherence to feedback and workflow processes. Additional responsibilities may include managing other event-related or project management tasks.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

Content Management:

• Serve as the primary point person for event-related content, under the direction of the Director, Experience Design.

• Work closely with Copywriters, Presentation Designers, and Video Producers to ensure all content is cohesive and meets brand and Vis ID standards

• Coordinate with pre-identified speakers to ensure session objectives, timelines, and content requirements are met

• Manage the collection, review, and organization of session materials and assets

• Confirm session logistics, audiovisual needs, and presentation materials with speakers

• Collaborate with internal stakeholders (Sales, Product, Business Partners, and Marketing) to ensure content alignment and readiness

• Ensure session content aligns with the event theme and maintains high-quality standards

• Collaborate with other core team members to deliver a seamless and engaging attendee experience

Creative Project Management:

• Develop and implement comprehensive project plans and timelines for creative deliverables, including design, copywriting, and video, under the creative direction of the Director, Experience Design

• Lead and coordinate matrix-style program teams, including creative, video, and production resources

• Monitor deadlines and proactively follow up with stakeholders to ensure the timely completion of deliverables

• Track and report on post-project metrics to assess success

Knowledge, Skills, and Abilities:

• Exceptional organizational and communication skills, with the ability to liaise effectively with speakers and stakeholders

• Expertise in conducting discovery sessions and developing clear communication frameworks

• Strong initiative, self-motivation, and relational skills to build connections across departments

• High-level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms

• Ability to strategically oversee event timelines and deliverables with minimal supervision

• Understanding of production and creative elements, with the ability to create holistic timelines

• Attention to detail and solutions-oriented with a proactive approach to problem-solving

Education & Experience:

• A bachelor’s degree in Event Management, Communications, Marketing, or a related field is preferred

• 5+ years of experience managing high-profile, content-driven events

• Proven expertise in event content management, particularly for large-scale conferences or similar events

• 5+ years of experience in event program design in a high-volume environment

• Strong project management experience with a demonstrated ability to manage multiple creative projects and meet deadlines in a fast-paced environment

• Experience leading cross-functional teams and managing agendas and thematic development for impactful events

• Financial services industry experience is a plus

• A proven track record of planning and executing large-scale events as an event lead is preferred

• A proven track record of managing creative deliverables and workflows is preferred