Director, Strategy – Wealth Solutions

AssetMark

. Support strategic planning across the Wealth Solutions organization, including operating and capitalized budgeting .

Posted 10/27/2026full-timeUnited StatesLead💰 $150,000 - $220,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment analysis and strategy analysis within the financial services industry, with advanced skills in Excel and PowerPoint. Capable of developing strategic plans, managing multiple projects, and providing insights through data analysis and business intelligence tools.

Highest-signal resume keywords

Investment AnalysisStrategy AnalysisFinancial Services Industry ExperienceAdvanced Excel SkillsBusiness Intelligence Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisStrategy AnalysisFinancial Metrics TrackingData AnalysisKPI DevelopmentOKR MaintenanceProcess AutomationPresentation DevelopmentProject ManagementTrend Analysis

Soft Skills

Strong Communication SkillsPresentation SkillsAdaptabilityAnalytical ThinkingCollaboration

Tools & Technologies

ExcelPowerPointCRM PlatformsAI (e.g. Chat GPT)TableauBusiness Intelligence Tools

Industry Keywords

Wealth SolutionsStrategic PlanningCapitalized BudgetingExecutive ReportingClient SegmentsInnovationIndustry TrendsBusiness Model

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Support strategic planning across the Wealth Solutions organization, including operating and capitalized budgeting
Collaborate with Corporate Strategy and the Executive Team to align Wealth Solutions strategy with enterprise priorities
Develop and maintain a forward-looking investment product and services roadmap
Function as an internal consultant for wealth solutions, service offerings, and client segments
Analyze industry trends, third-party research, and business intelligence to provide insights to Wealth Solutions and Executive leadership
Support innovation of the business model and products
Work with executives to run leadership meetings, all-team meetings, and organizational forums
Oversee creation and maintenance of KPIs, OKRs, and executive reporting materials
Automate and improve processes for tracking financial metrics, product usage, asset distribution, and service adoption
Support the Chief Wealth Solutions Officer in creating materials and presentations for business objectives

Requirements

What you’ll need

Bachelor’s degree in finance, statistics, business, or other related fields
5-10 years of relevant experience
Experience in investment analysis, strategy analysis, and/or the financial services industry highly preferred
Advanced skill in Excel and PowerPoint
High competence with database construction, CRM platforms, AI (e.g. Chat GPT), and business intelligence tools (e.g. Tableau or BI)
Strong analytical skills, including the ability to analyze/mine data and identify key insights and trends
Strong communication and presentation skills, including the ability to interface with senior leadership up to and including the C-Suite
Ability to manage multiple projects simultaneously and switch between strategic thinking and tactical opportunities
Ability to adapt quickly to new demands and challenges
Ability to work effectively in a fast-paced, changing environment
Must be legally authorized to work in the US
Visa sponsorship is unavailable

Benefits

Comp & perks

Variable incentive compensation
Flex Time or Paid Time Off and 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