Product Excellence Lead

Job Description:

The Job/What You'll Do:

Do you want to deliver a WOW experience consistently? Are you passionate about delivering excellence? The Product Excellence Lead position is a champion of investment marketing at AssetMark. Successful candidates thrive in a culture of customer service and collaboration. You will work closely with internal and external stakeholders to support marketing priorities and deliver best-in-class product marketing initiatives and programs.

You will think and act strategically and tactually: from the inception of a product idea to creating product launch plans. You are a self-starter, detail-oriented, and comfortable with ambiguity in a rapidly changing environment. You are a storyteller who uses data to inform your product marketing strategies. You are collaborative and enjoy working with stakeholders from across the business. Most of all, you are a curious learner who strives to WOW your stakeholders with exceptional service.

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

Responsibilities:

• Product Messaging & Positioning – Build product positioning, messaging, and marketing strategies
• Develop value propositions and key messaging to be used across every customer touchpoint from the top of the funnel through to Sales, RMs, and Business Consulting
• GTM Strategy & Launch – Launch new features and capabilities in a growing portfolio with a cross-functional team of product, sales, and stakeholders
• Provide an agency approach of innovation and ideation to support stakeholders and the success of marketing activities
• Persona and Buyer Journeys - Develop a deep understanding of prospective and existing Advisors by employing traditional and innovative customer research methods
• Segmentation is critical to the success of our marketing programs and initiatives
• Stakeholder Enablement and Support – Work directly with Ensemble Teams and Business Consulting to provide the right materials and messaging, including fact sheets, customer content, presentations, and product portfolio materials
• A holistic approach to content that spans from emails, social media to the website, eWM, events, and other advisor touchpoints
• Voice-of-the-Customer – Build a deep understanding of our Advisor and AssetMark value proposition to the market and users; build scalable feedback loops for your marketing activities and synthesize insights and data across feedback channels to understand the effectiveness of marketing materials and to pivot when needed
• Planning & Execution – Drive quarterly planning and expected business impact with your product marketing activities and campaigns; Owning the end-to-end (from concept through to sunset) lifecycle
• Own the budget and also be responsible for vendor management, including budgets, deliverables, and contract management

Knowledge, Skills, and Abilities:

• Proven track record of successful product launches and metrics implementation at operational and executive levels
• Knowledge of financial services and/or investment products/cash, and tax offerings
• Excellent writing skills to distill technical concepts into simple, compelling messages
• Strong interpersonal communication skills; can effectively build relationships and influence partners
• Approaches challenges with a pragmatic, get-it-done attitude
• Exceptional problem-solving and analytical skills
• Solution-orientated mindset
• Ability to frame ambiguous and complex issues and generate insights through strategic and quantitative analysis
• Results-oriented with the ability to drive numerous tasks and utilize all available resources with a high sense of urgency and self-motivation
• Ability to effectively work cross-functionally at all levels of the organization, managing and prioritizing multiple tasks under tight deadlines
• Curious and enthusiastic to embrace learnings and best practices in the dynamic field of Product Excellence
• Development of KPIs for all aspects of the product marketing lifecycle is preferred