📌 Core Information
🔹 Job Title: Senior Marketing Automation & Personalization Manager
🔹 Company: AssetMark
🔹 Location: Concord, CA (Hybrid)
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: May 16, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (Concord, CA, Chicago, IL, or Phoenix, AZ)
🚀 Job Overview
Key aspects of this role include:
- Strategic leadership in marketing technology roadmap development
- Data-driven approach to personalization, analytics, and insights
- Cross-functional collaboration to enhance advisor experiences
- Compliance with data privacy laws and corporate governance standards
ASSUMPTION: This role requires a balance of strategic thinking, technical expertise, and cross-functional collaboration to drive marketing technology initiatives.
📋 Key Responsibilities
✅ Lead the strategic development and implementation of marketing technologies to drive personalization, analytics, and seamless orchestration of digital journeys to sales leads and insights.
✅ Oversee the implementation and integration of the marketing tech stack, ensuring all tools work together seamlessly across channels.
✅ Collaborate with cross-functional teams to define new orchestrated advisor experiences and ensure compliance with data privacy laws.
✅ Continuously assess and optimize the marketing technology stack to maximize ROI and drive growth.
ASSUMPTION: This role involves a mix of strategic planning, hands-on implementation, and cross-functional collaboration to achieve marketing technology goals.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)
Experience: Proven experience in designing and developing marketing technology roadmaps and strategies
Required Skills:
- Strong knowledge and hands-on experience with marketing technologies (Marketing Cloud, CRM, Hubspot, Sprout Social)
- Data-driven approach to personalization, analytics, and insights
- Knowledge of segmentation, personalization, and predictive modeling strategies
- Compliance knowledge: understanding of data privacy laws and corporate governance standards
- Analytical skills: proficiency in identifying and tracking KPIs to drive value realization of the MarTech stack
Preferred Skills:
- Experience with marketing automation platforms (e.g., Marketo, Pardot)
- Familiarity with data visualization tools (e.g., Tableau, Power BI)
ASSUMPTION: This role requires a unique blend of strategic, technical, and analytical skills to succeed.
💰 Compensation & Benefits
Salary Range: $110,000 - $160,000 per year (USD)
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, Monday - Friday, 8:00 AM - 5:00 PM (with flexibility)
ASSUMPTION: The salary range provided is an estimate based on the company's size and the role's requirements. Benefits are comprehensive and competitive for the industry.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. AssetMark operates a wealth management platform, helping financial advisors and their clients.
Company Size: 501-1,000 employees. AssetMark offers a collaborative and innovative work environment.
Founded: 1996. AssetMark has over 25 years of experience in the wealth management industry.
Company Description:
- AssetMark's mission is to help financial advisors make a difference in the lives of their clients.
- The company offers compelling technology, consulting services, and investment solutions to empower advisors.
- AssetMark's culture is driven by its mission and connected by its values: Heart, Integrity, Excellence, and Respect.
Company Specialties:
- Wealth Management Platform
- Financial Advisor Support
- Investment Solutions
- Technology and Consulting Services
Company Website: www.assetmark.com
ASSUMPTION: AssetMark's focus on empowering financial advisors and its commitment to its values make it an attractive employer in the financial services industry.
📊 Role Analysis
Career Level: Senior-level role, reporting directly to the Chief Marketing Officer.
Reporting Structure: This role does not have direct reports but will collaborate with cross-functional teams, including sales, marketing, and external partners.
Work Arrangement: Hybrid work schedule, with flexibility to accommodate the office location in Concord, CA, Chicago, IL, or Phoenix, AZ.
Growth Opportunities:
- Potential to expand the role's scope and influence as the company grows.
- Opportunities to work on strategic projects and collaborate with various teams.
- Chance to develop leadership skills and mentor junior team members.
ASSUMPTION: This role offers growth opportunities through strategic projects, cross-functional collaboration, and potential expansion of the role's scope.
🌍 Location & Work Environment
Office Type: Hybrid work environment, with the option to work from the office in Concord, CA, Chicago, IL, or Phoenix, AZ.
Office Location(s): 1655 Grant Street, 10th Floor, Concord, CA 94520, US; 3200 N Central Ave, 10th Floor, Phoenix, AZ 85012, US; 200 W Madison St, Suite 2220, Chicago, IL 60606, US
Geographic Context:
- Concord, CA: Located in the San Francisco Bay Area, Concord offers a mix of urban and suburban living with a Mediterranean climate.
- Chicago, IL: Known for its vibrant culture, diverse neighborhoods, and midwestern charm, Chicago offers a wide range of amenities and activities.
- Phoenix, AZ: With a desert climate and numerous outdoor recreation opportunities, Phoenix is the fifth-most populous city in the United States.
Work Schedule: Full-time, Monday - Friday, 8:00 AM - 5:00 PM (with flexibility)
ASSUMPTION: The hybrid work environment and flexible work schedule offer a good balance between office collaboration and remote work.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth interview with the marketing team
- Final interview with the Chief Marketing Officer
Key Assessment Areas:
- Technical expertise in marketing technologies
- Strategic thinking and roadmap development
- Cross-functional collaboration and communication skills
- Data-driven approach and analytical skills
Application Tips:
- Highlight relevant marketing technology experience and achievements in your resume.
- Tailor your cover letter to demonstrate your understanding of AssetMark's mission and values.
- Prepare examples of your experience with marketing automation, personalization, and data analysis.
ATS Keywords: Marketing Automation, Personalization, Data Analytics, Marketing Technologies, Cross-Functional Collaboration, Data Privacy, Strategic Leadership, Marketing Roadmap
ASSUMPTION: The interview process will focus on assessing the candidate's technical expertise, strategic thinking, and cultural fit with AssetMark's values.
🛠️ Tools & Technologies
- Marketing Cloud
- CRM (e.g., Salesforce, HubSpot)
- Marketing Automation Platforms (e.g., Marketo, Pardot)
- Data Visualization Tools (e.g., Tableau, Power BI)
ASSUMPTION: The required tools and technologies may evolve as the role and the company grow, but the core focus on marketing automation and personalization will remain.
👔 Cultural Fit Considerations
Company Values:
- Heart: AssetMark prioritizes the well-being and success of its employees and clients.
- Integrity: The company upholds the highest ethical standards in all its actions.
- Excellence: AssetMark strives for continuous improvement and innovation.
- Respect: The company values diversity, inclusion, and collaboration.
Work Style:
- Collaborative: AssetMark encourages cross-functional teamwork and open communication.
- Innovative: The company fosters a culture of creativity and continuous learning.
- Data-driven: AssetMark makes informed decisions based on data and analytics.
Self-Assessment Questions:
- Do you align with AssetMark's values and mission to empower financial advisors and their clients?
- Are you comfortable working in a hybrid work environment and collaborating with remote teams?
- Do you have a data-driven approach to personalization, analytics, and insights?
ASSUMPTION: AssetMark's values and work style require candidates who are collaborative, innovative, data-driven, and committed to the company's mission.
⚠️ Potential Challenges
- Managing multiple stakeholders and balancing competing priorities.
- Keeping up with the latest marketing technologies and trends.
- Ensuring data privacy and compliance with regulations.
- Adapting to a hybrid work environment and remote team collaboration.
ASSUMPTION: These challenges require strong communication, project management, and adaptability skills to succeed in this role.
📈 Similar Roles Comparison
- Compared to a Marketing Automation Specialist, this role requires more strategic leadership and roadmap development.
- Compared to a Marketing Manager, this role focuses more on technology implementation and data-driven personalization.
- Career progression could lead to a Chief Marketing Officer or a similar senior leadership role in marketing technology.
ASSUMPTION: This role offers a unique blend of strategic, technical, and analytical responsibilities, setting it apart from similar marketing roles.
📝 Sample Projects
- Developing and implementing a marketing technology roadmap to drive personalization and analytics.
- Integrating marketing technologies to create seamless digital journeys across channels.
- Collaborating with cross-functional teams to enhance advisor experiences and drive sales leads.
ASSUMPTION: These sample projects reflect the strategic, technical, and collaborative nature of the role and its focus on driving marketing technology initiatives.
❓ Key Questions to Ask During Interview
- Can you describe the current marketing technology stack and any plans to expand or replace existing tools?
- How does this role collaborate with other marketing team members and cross-functional teams?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does AssetMark support the professional development and growth of its employees?
- What is the company's approach to work-life balance and employee well-being?
ASSUMPTION: These questions help assess the role's scope, team dynamics, growth opportunities, and company culture.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant marketing technology experience and achievements.
- Write a cover letter demonstrating your understanding of AssetMark's mission and values.
- Prepare examples of your experience with marketing automation, personalization, and data analysis.
- Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
