{"schemaVersion":"jobsearcher.job.v1","id":"821dd067eddc0c59587c51a2","url":"https://jobsearcher.com/jobs/821dd067eddc0c59587c51a2","canonicalUrl":"https://jobsearcher.com/jobs/821dd067eddc0c59587c51a2","title":"Advisor Programs Manager","description":"Job Description:\n\nThe Job/What You'll Do:\n\nWe are seeking a highly self-sufficient and results-driven professional to fill the role of Advisor Programs Manager. This role plays a critical role in developing, managing and maintaining financial advisor-facing programs that fall under AssetMark’s Business Consulting team. This position requires a deep commitment to learning the intricacies of our business consulting value proposition and how they help make a difference in the lives of our advisors. The ideal candidate will bring a high degree of project management experience within the financial services industry, honed communication skills, be instinctively detail-oriented, and possess the ability to execute under challenging conditions.\n\nThis is a full-time position in our Concord, CA office with a hybrid work schedule.\n\nResponsibilities\n\nWork closely with Business Consultants, senior leadership, marketing teams, and other departments to ensure seamless content delivery and program execution. Act as the bridge between strategy and execution and ensure continuity of the program life cycle\n\nEnsure all deliverables for assigned legacy or new programs and other strategic initiatives – which includes but not limited to timelines, communications, content, launches – are meticulously maintained, updated, and delivered accordingly. Proactively drives the necessary actions across internal and external stakeholders to ensure timely and successful delivery and achieve desired results\n\nCreate surveys and conduct ongoing research using industry sources to identify relevant data, insights, and best practices that uncover areas for improvement to enhance the quality of Advisor programs. Adjust program deliverables based on findings and feedback loop. Manage research vendors on behalf of the Business Consulting team\n\nPrepare reporting for assigned programs that include understanding of KPIs and ROI and key metrics that track program progress\n\nEnsure compliance with internal procedures and controls, consistently evaluating and enhancing processes for optimal performance\n\nInvest time in learning the full spectrum of business consulting programs, and the role they play in helping AssetMark maintain a deep relationship with our advisors\n\nKnowledge, Skills & Abilities:\n\nDemonstrated knowledge of working collaboratively to lead the integration of complex programs and utilizing best practices in management to ensure shared success\n\nClose attention to detail and a demonstrated ability to self-direct and manage time effectively\n\nAble to prioritize tasks and work on multiple projects simultaneously to meet deadlines with a high degree of accuracy\n\nEffective communication and interpersonal skills, with the ability to build and maintain positive relationships\n\nStrong research, writing, analytical, and organizational skills, with the ability to convey complex concepts clearly and concisely\n\nApply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions\n\nAbility to define clear objectives for challenges, collect appropriate information, and develop action plans resulting in workable solutions\n\nA positive, team-oriented attitude with a service mindset and the ability to work effectively in a fast-paced, changing environment\n\nFundamental understanding of small business consulting principles, strategies, and solutions\n\nIntermediate to advanced skills with MS Office, including Excel, PowerPoint, Word, Outlook, and OneNote\n\nYou should be comfortable with Excel formulas, pivot tables, charts, and formatting\n\nEducation & Experience:\n\nBachelor’s degree\n\nA minimum of 3 years’ experience in project or program management, ideally within financial services, practice management, or business consulting\n\nWorking knowledge of Salesforce and Slack is a plus\n\nGeneral understanding of graphic design is a plus\n\nCompensation: The Base Salary range for this position is between $90,000-$115,000.\n\nThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.\n\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\n\nWho We Are & What We Offer:\n\nWe are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.\n\nOur Mission\n\nOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.\n\nOur Values\n\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\n\nWe believe in:\n\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\n\nOur Culture & Benefits\n\nOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.\n\nFlex Time or Paid Time Off and Sick Time Off\n\n401K – 6% Employer Match\n\nMedical, Dental, Vision – HDHP or PPO\n\nHSA – Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","company":"Assetmark","rawCompany":"assetmark","city":"Concord","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-09-02T11:12:16.869Z","occupations":[{"code":"13-1082.00","title":"Project Management Specialists","slug":"project-management-specialists"},{"code":"13-1199.00","title":"Business Operations Specialists, All Other","slug":"business-operations-specialists-all-other"},{"code":"11-9151.00","title":"Social and Community Service Managers","slug":"social-and-community-service-managers"}],"industries":[{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"},{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"},{"code":"541690","title":"Other Scientific and Technical Consulting Services","slug":"other-scientific-and-technical-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Advisor Programs Manager","description":"Job Description:\n\nThe Job/What You'll Do:\n\nWe are seeking a highly self-sufficient and results-driven professional to fill the role of Advisor Programs Manager. This role plays a critical role in developing, managing and maintaining financial advisor-facing programs that fall under AssetMark’s Business Consulting team. This position requires a deep commitment to learning the intricacies of our business consulting value proposition and how they help make a difference in the lives of our advisors. The ideal candidate will bring a high degree of project management experience within the financial services industry, honed communication skills, be instinctively detail-oriented, and possess the ability to execute under challenging conditions.\n\nThis is a full-time position in our Concord, CA office with a hybrid work schedule.\n\nResponsibilities\n\nWork closely with Business Consultants, senior leadership, marketing teams, and other departments to ensure seamless content delivery and program execution. Act as the bridge between strategy and execution and ensure continuity of the program life cycle\n\nEnsure all deliverables for assigned legacy or new programs and other strategic initiatives – which includes but not limited to timelines, communications, content, launches – are meticulously maintained, updated, and delivered accordingly. Proactively drives the necessary actions across internal and external stakeholders to ensure timely and successful delivery and achieve desired results\n\nCreate surveys and conduct ongoing research using industry sources to identify relevant data, insights, and best practices that uncover areas for improvement to enhance the quality of Advisor programs. Adjust program deliverables based on findings and feedback loop. Manage research vendors on behalf of the Business Consulting team\n\nPrepare reporting for assigned programs that include understanding of KPIs and ROI and key metrics that track program progress\n\nEnsure compliance with internal procedures and controls, consistently evaluating and enhancing processes for optimal performance\n\nInvest time in learning the full spectrum of business consulting programs, and the role they play in helping AssetMark maintain a deep relationship with our advisors\n\nKnowledge, Skills & Abilities:\n\nDemonstrated knowledge of working collaboratively to lead the integration of complex programs and utilizing best practices in management to ensure shared success\n\nClose attention to detail and a demonstrated ability to self-direct and manage time effectively\n\nAble to prioritize tasks and work on multiple projects simultaneously to meet deadlines with a high degree of accuracy\n\nEffective communication and interpersonal skills, with the ability to build and maintain positive relationships\n\nStrong research, writing, analytical, and organizational skills, with the ability to convey complex concepts clearly and concisely\n\nApply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions\n\nAbility to define clear objectives for challenges, collect appropriate information, and develop action plans resulting in workable solutions\n\nA positive, team-oriented attitude with a service mindset and the ability to work effectively in a fast-paced, changing environment\n\nFundamental understanding of small business consulting principles, strategies, and solutions\n\nIntermediate to advanced skills with MS Office, including Excel, PowerPoint, Word, Outlook, and OneNote\n\nYou should be comfortable with Excel formulas, pivot tables, charts, and formatting\n\nEducation & Experience:\n\nBachelor’s degree\n\nA minimum of 3 years’ experience in project or program management, ideally within financial services, practice management, or business consulting\n\nWorking knowledge of Salesforce and Slack is a plus\n\nGeneral understanding of graphic design is a plus\n\nCompensation: The Base Salary range for this position is between $90,000-$115,000.\n\nThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.\n\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\n\nWho We Are & What We Offer:\n\nWe are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.\n\nOur Mission\n\nOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.\n\nOur Values\n\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\n\nWe believe in:\n\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\n\nOur Culture & Benefits\n\nOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.\n\nFlex Time or Paid Time Off and Sick Time Off\n\n401K – 6% Employer Match\n\nMedical, Dental, Vision – HDHP or PPO\n\nHSA – Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","datePosted":"2026-09-02T11:12:16.869Z","dateModified":"2026-09-02T11:12:16.869Z","hiringOrganization":{"@type":"Organization","name":"Assetmark","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Concord","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"821dd067eddc0c59587c51a2"},"url":"https://jobsearcher.com/jobs/821dd067eddc0c59587c51a2"}}