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© All Rights Reserved. ApplyBlast.com
AssetMark
A Senior Director, Advanced Planning at AssetMark leads the Advanced Planning team, specializing in wealth strategy, estate planning, and comprehensive financial planning for high-net-worth clients. This executive role partners with senior stakeholders to deliver sophisticated planning solutions, drive operational efficiency, and present complex concepts to advisors and clients. The leader is responsible for team development, strategy execution, and fostering cross-functional collaboration to support business growth.
Headquarters
Concord, California, United States
Company Size
501-1000 employees
Founded
1996
We empower financial advisors to create meaningful impact in the lives of their clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AssetMark.
77% above the average for this role
AssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago
