Director, Strategy and Chief of Staff - Wealth Solutions
AssetMark(2 months ago)
About this role
Senior strategic role within AssetMark’s Wealth Solutions team partnering with executive leadership to shape product and services strategy and support firm growth initiatives. The position emphasizes using data-driven analysis to inform decisions, support M&A assessment, and produce executive-level reporting. This is a hybrid role based near the Concord, CA or Charlotte, NC offices.
Required Skills
- Excel
- PowerPoint
- Financial Modeling
- Strategic Planning
- M&A
- Business Cases
- Data Analysis
- Tableau
- Competitive Intelligence
- Project Management
+3 more
Qualifications
- Bachelor's Degree in Finance, Statistics, or Business
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
View more jobs at AssetMark →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at AssetMark
Similar Jobs
Sr. Director, Corporate Strategy
S&P Global(2 months ago)
VP, Strategy
Range(26 days ago)
Chief Strategy Officer
Seneca Holdings(3 months ago)
Corporate Development Analyst
Wargaming(1 month ago)
Manager, Strategy & Insights
Halozyme(2 months ago)
Lead, Wealth Management Business Strategy
Northern Trust(3 months ago)