Support the strategic planning process to development of vision, mission, and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams.
Partner with the VP, Corporate Strategy, to develop and refresh the enterprise strategic roadmap.
Synthesize and evaluate business and function strategies, and analyze the enterprise-level impact.
Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy.
Advocate and message the corporate strategy to business units.
Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed.
Lead strategy setting exercises, including strategic reviews and scenario planning.
Shape company-wide strategy communications and help cascade the strategy through the organization.
Provide rigorous analysis and insights to guide decision-making on near‑term and long‑term opportunities.
Partner with senior leaders to identify, refine, and prioritize the firm’s highest‑impact strategic and growth initiatives.
Translate complex strategic issues into clear, actionable recommendations for executive stakeholders.
Ensure alignment of cross‑functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives.
Support research engagements to develop AssetMark’s position on long‑term strategic issues and opportunities.
Gather and report intel on competition and market trends in support of our strategic choices, directly to the senior leadership team.
Analyze and communicate how industry news and trends affect AssetMark.
Requirements
Bachelor’s degree required
Minimum of 8 to 12+ years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development.