📌 Core Information
🔹 Job Title: Director, Product Marketing
🔹 Company: AssetMark
🔹 Location: Concord, CA (Hybrid)
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: April 24, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: Hybrid (Concord, CA office)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing comprehensive marketing strategies for AssetMark’s products and services
- Overseeing a team of investment marketers to drive advisor acquisition, engagement, and retention
- Collaborating with senior leadership to ensure cohesive and effective marketing initiatives
- Positioning and messaging for all products and services, ensuring clear communication of value propositions to segmented advisors
- Building and mentoring a high-performing marketing team, fostering a culture of innovation, collaboration, and excellence
ASSUMPTION: This role requires a strategic mindset, strong leadership skills, and a deep understanding of financial services and investment products.
📋 Key Responsibilities
✅ Develop and implement a visionary marketing strategy that aligns with AssetMark’s investment and service goals and objectives
✅ Lead the product marketing team in creating and executing go-to-market strategies, brand positioning, and messaging
✅ Collaborate with senior leadership, including the investment team, Sales, and marketing teams, to ensure cohesive and effective marketing initiatives
✅ Oversee the positioning and messaging for all products and services, ensuring clear communication of value propositions to segmented advisors
✅ Lead the development of marketing collateral, including product literature, case studies, and digital content
✅ Drive the launch of new products and services, coordinating cross-functional efforts to ensure successful market entry
✅ Enhance the brand equity and recognition through innovative campaigns, partnerships, and thought-leadership initiatives
✅ Gather and utilize customer insights to refine marketing strategies and drive product and service improvements
✅ Build and mentor a high-performing marketing team, fostering a culture of innovation, collaboration, and excellence
✅ Set clear objectives and key results for the team, track performance, and make adjustments as needed
✅ Establish key performance indicators and metrics to measure the effectiveness of marketing initiatives
✅ Provide regular reports and insights to the executive team on marketing performance, trends, and opportunities
✅ Continuously evaluate and refine marketing strategies based on data, market trends, and competitive analysis
ASSUMPTION: This role involves a mix of strategic planning, team leadership, and hands-on execution to drive marketing success.
🎯 Required Qualifications
Education: Bachelor’s degree in marketing, business, communications, or a related field; an MBA or advanced degree is preferred
Experience: Minimum of 10 years of experience in senior marketing roles, with a strong product and service marketing background
Required Skills:
- Exceptional leadership, communication, and interpersonal skills
- Strong analytical skills and experience with data-driven decision-making
- Ability to thrive in a fast-paced, dynamic environment
- Knowledge of financial services and/or investment products/cash, and tax offering
- Excellent writing skills to distill technical concepts into simple, compelling messages
- Strong interpersonal communication skills; can effectively build relationships and influence partners
- Approach challenges with a pragmatic, get-it-done attitude
- Exceptional problem-solving and analytical skills
- Solution-oriented 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 high urgency and self-motivation
- Ability to effectively work cross-functionally at all levels of the organization, managing and prioritizing multiple tasks under tight deadlines
- Proficient with Salesforce, Wrike, Excel, PowerPoint, and measurement tools
Preferred Skills:
- Experience in segmentation, buyer journeys, and profiling campaigns
- Development of KPIs for all aspects of the product marketing lifecycle
- Budget and vendor management
- A diverse background in planning, measuring impact, and executing across digital marketing with omnichannel tactics
- Willing to rapidly adopt new technologies
- Expertise with marketing metrics
ASSUMPTION: This role requires a well-rounded marketing professional with a strong background in product marketing, brand strategy, and customer experience, as well as proven leadership skills.
💰 Compensation & Benefits
Salary Range: $145,000 - $165,000 per year
Benefits:
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Working Hours: Full-time, hybrid schedule (3 days in-office, 2 days remote)
ASSUMPTION: The salary range provided is an estimate based on the company's size and the role's requirements. The benefits listed are standard for a company of this size in the financial services industry.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 501-1,000 employees
Founded: 1996
Company Description:
- AssetMark operates a wealth management platform that helps financial advisors and their clients
- The company serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency
- AssetMark has over 1,000 employees and serves over 10,700 financial advisors and over 317,000 investor households
Company Specialties:
- Wealth Management Platform
- Financial Advisor Support
- Investment Solutions
- Consulting Services
- Technology Solutions
Company Website: www.assetmark.com
ASSUMPTION: AssetMark is a well-established company in the financial services industry, focusing on providing support and solutions to financial advisors.
📊 Role Analysis
Career Level: Senior Management
Reporting Structure: This role reports directly to the Chief Marketing Officer and oversees a team of investment marketers
Work Arrangement: Hybrid (3 days in-office, 2 days remote)
Growth Opportunities:
- Potential to grow into a more senior role within the marketing department or the organization
- Opportunities to mentor and develop team members, fostering a culture of growth and learning
- Chance to work on high-impact projects that drive the company's success and growth
ASSUMPTION: This role offers significant growth opportunities for the right candidate, both in terms of career advancement and team development.
🌍 Location & Work Environment
Office Type: Hybrid (Concord, CA office)
Office Location(s): 1655 Grant Street, 10th Floor, Concord, CA 94520
Geographic Context:
- Concord is located in the San Francisco Bay Area, offering a mix of urban and suburban living
- The Bay Area is known for its diverse culture, vibrant tech industry, and beautiful natural surroundings
- The office is easily accessible by public transportation and major highways
Work Schedule: Full-time, hybrid schedule (Monday - Friday, 8:00 AM - 5:00 PM)
ASSUMPTION: The hybrid work arrangement offers a good balance between in-office collaboration and remote flexibility.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the HR team
- In-depth interview with the hiring manager and team members
- Final interview with the Chief Marketing Officer
- Background check and reference check
Key Assessment Areas:
- Strategic thinking and marketing expertise
- Leadership and team management skills
- Communication and interpersonal skills
- Problem-solving and analytical skills
- Cultural fit and alignment with AssetMark's values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant marketing experience and skills
- Prepare for behavioral and situational interview questions that focus on your leadership, strategic thinking, and problem-solving abilities
- Research AssetMark's company culture and values to demonstrate your cultural fit
ATS Keywords: Product Marketing, Marketing Strategy, Brand Positioning, Team Leadership, Financial Services, Investment Products, Marketing Metrics, Data-Driven Decision Making
ASSUMPTION: The interview process is designed to assess the candidate's strategic thinking, leadership skills, and cultural fit for the role and the company.
🛠️ Tools & Technologies
- Salesforce
- Wrike
- Excel
- PowerPoint
- Measurement tools (e.g., Google Analytics, Tableau)
ASSUMPTION: The required tools and technologies are standard for marketing professionals in the financial services industry.
👔 Cultural Fit Considerations
Company Values:
- Heart: We care deeply about our advisors and their clients
- Integrity: We do the right thing, always
- Excellence: We strive to be the best in all we do
- Respect: We value and appreciate the unique contributions of every team member
Work Style:
- Collaborative: We work together to achieve our goals
- Innovative: We embrace change and continuously improve
- Results-driven: We focus on delivering outcomes that make a difference
- Adaptable: We thrive in a dynamic and evolving environment
Self-Assessment Questions:
- How have you demonstrated AssetMark's values in your previous roles?
- Can you describe a time when you had to adapt to a significant change in your work environment, and how did you handle it?
- How do you approach building and maintaining strong relationships with your team members and stakeholders?
ASSUMPTION: AssetMark's culture is centered around its core values, emphasizing a collaborative, innovative, and results-driven work environment.
⚠️ Potential Challenges
- Managing a team remotely and ensuring their engagement and productivity
- Balancing strategic planning with hands-on execution and day-to-day tasks
- Keeping up with industry trends and competitive analysis in a fast-paced environment
- Navigating a large organization and building relationships with various stakeholders
ASSUMPTION: These challenges are common in senior marketing roles and can be effectively managed with strong leadership, strategic thinking, and excellent communication skills.
📈 Similar Roles Comparison
- Compared to other senior marketing roles, this position places a greater emphasis on team leadership and mentoring
- In the financial services industry, this role requires a deeper understanding of investment products and cash management services
- Career progression in this role may lead to more senior marketing or leadership positions within the company or the industry
ASSUMPTION: This role offers unique opportunities and challenges compared to similar positions in the industry, requiring a well-rounded marketing professional with strong leadership skills.
📝 Sample Projects
- Developing and executing a go-to-market strategy for a new investment product
- Conducting market research and customer segmentation to inform product positioning and messaging
- Launching a thought leadership campaign to enhance AssetMark's brand recognition and expertise
ASSUMPTION: These sample projects reflect the strategic, hands-on, and leadership aspects of the role, requiring a diverse skill set and industry knowledge.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and how this role fits within the marketing department?
- How does the company support the professional development and growth of its marketing team members?
- What are the key priorities for this role in the first 90 days?
- How does the company measure the success of its marketing initiatives, and how will this role contribute to those metrics?
- What is the company's approach to innovation and staying ahead of industry trends in marketing?
ASSUMPTION: These questions are designed to provide insight into the role's responsibilities, team dynamics, and the company's marketing strategy.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant marketing experience and skills, emphasizing your leadership, strategic thinking, and problem-solving abilities
- Prepare for behavioral and situational interview questions that focus on your leadership, strategic thinking, and problem-solving abilities
- Research AssetMark's company culture and values to demonstrate your cultural fit
- Follow up with the HR team one week after submitting your application to confirm receipt and inquire about next steps
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
