Director, Strategy and Chief of Staff - Wealth Solutions

<div class="show-more-less-html__markup show-more-less-html__markup--clamp-after-5 relative overflow-hidden"> Job Description:The Director, Strategy and Chief of Staff - Wealth Solutions will work as a member of the Wealth Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&amp;A process and drive other strategic programs that drive firm growth.Our ideal candidate is intellectually curious, loves to work with data, strives for constant improvement, and excels in a highly collaborative culture. This position will also require you to dig into data to help answer business questions as well as manage critical projects to support both existing and new strategic initiatives. A successful candidate enjoys building fact-based reporting, business cases, or other insights that inform AssetMark’s product and services strategy and innovation.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA offices.Responsibilities:Support strategic planning across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process.Collaborate with Corporate Strategy and Executive Team to ensure the Wealth Solutions strategy is fully aligned with broader enterprise prioritiesSupport the development and maintenance of a forward-looking investment product and services roadmap for the Wealth Solutions organization.Function as an internal consultant supporting leaders overseeing Assetmark’s wealth solutions, service offerings and client segments.Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services