Educate, advise, and consult with advisors, acting as a subject matter expert on our retirement offerings including 401(k), Pooled Employer Plan, 403(b), 457 plans Promote growth in sales production with the existing advisor base by proactively calling advisors to identify advisor needs and opportunities Cultivate an ongoing consultative relationship with top advisors and

Provide project management leadership and execution for assigned large initiatives greater than $2M that maximize value and return on investment. Manage development and implementation of business requirements, technical design, coding, testing plans, and production roll out in an iterative development environment per project charter document. Create and manage schedules,

Website Management Design, develop, and implement new website features, pages, and functionalities to enhance user experience and achieve marketing objectives Ensure website content is accurate, up to date, and aligned with brand guidelines and messaging Monitor website performance and implement optimizations to improve usability and conversion rates SEO Optimization Cond

Develop and execute end to end email marketing campaigns, encompassing conceptualization, design, segmentation, and deployment Assist in the creation and implementation of personalized email marketing strategies Implement A/B testing strategies to optimize email performance Ensure strict adherence to email marketing best practices, industry regulations, and CAN SPAM laws

Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development Develop subject matter expertise in competitive intelligence in the advisory business, understand the competitive landscape in TAMP and BDs

Acts as the liaison between IT and business stakeholders during analysis, requirements definition and design activities for fresh solutions and/or integration projects Collaborates with business stakeholders to facilitate and document business requirements, use casesandfunctional specifications. Provides strategic advice for business processes and solutions. Gains a holis

Accountable for the acquisition of new institutional relationships and by extension, New Producing Advisors from established institutional firms through the deep engagement of executives and C Suite leaders Identify and elevate the new relationships between AssetMark and institutional firms Deepen the organization's relationship with new institutional clients by developin

Facilitates the day to day activities and ceremonies of multiple teams within a Scrum environment, including daily standups, backlog grooming and refinement, sprint planning, demos, and retrospectives. Works closely with the Product Owner(s) in their effort to manage, groom and refine, and prioritize the backlog while facilitating a positive team dynamic and alignment reg

Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve products and sales materials and collateral Other duties as assigned Knowledge, Skills, and Abilities Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insu

Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions, using financial education, complex calculations, and deep personalization as a basis for client engagement. Our clients include many of the world's leading banks, private banks, wealth management firms, life and annuity companies, and employee benefit provider

Oversee a small team of software engineers and all projects they undertake, analyze briefs, write progress reports, identify risks an develop work schedules Possess flexibility to accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

Design, Code, debug and Develop batch oriented file processing & application development. Document key SDLC processes by producing formal documents like Solution Architecture Document Technical System Design Specifications, etc. Software analysis, code analysis, requirements analysis, software review, identification of code metrics, system risk analysis, software reliabil