Marketing Analytics & Insights Manager

The Job/What You’ll Do:

As AssetMark is hiring a Marketing Insights & Analytics Manager who is passionate about turning complex, multi‑source data into clear, actionable insights—and equally skilled at synthesizing qualitative advisor success stories into compelling narratives that drive decisions.

You will own the end‑to‑end marketing measurement framework, unify data across systems, and present crisp recommendations to senior stakeholders.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA or Charlotte, NC.

Responsibilities:

Advisor Segmentation & Predictive Analytics:

• Define and operationalize customer and advisor segments using behavioral, demographic, psychographic, and lifecycle attributes to improve targeting, personalization, and journey design

• Develop, refine, and maintain lead‑scoring models (behavioral, engagement‑based, firmographic, and propensity‑to‑convert) using statistical analysis, machine learning techniques, or predictive modeling frameworks to improve conversion and prioritization

• Partner with Campaign, Sales, and Digital teams to activate segments and scoring models across CRM/automation platforms, ensuring high‑value advisors receive the right message at the right time

Quantitative Analytics & Experimentation:

• Segment audiences using behavioral, firmographic, and lifecycle signals to inform targeting, personalization, and advisor experience improvements

• Analyze multi‑channel campaign and journey performance; run A/B and multivariate tests across email, web, landing pages, and paid media to improve acquisition, engagement, and conversion

Qualitative Synthesis & Storytelling:

• Collect and synthesize advisor success stories and qualitative feedback (interviews, win/loss, focus groups) to pair with quantitative evidence—crafting clear narratives that influence go‑to‑market and content strategy

• Translate findings into insight briefs, one‑page exec summaries, and enablement materials for marketing, sales, product marketing, and service leaders

Cross‑Functional Partnership & Influence:

• Serve as the primary insights partner to Campaigns, Brand, Digital, Product Marketing, Sales, and Finance—aligning on hypotheses, success criteria, and test‑learn roadmaps

• Manage external research/analytics vendors and research panels as needed; ensure delivery quality and budget discipline

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Knowledge, Skills, Abilities:

• Expertise with marketing analytics & BI (e.g., GA4/Adobe, Salesforce CRM, Marketing Cloud/Marketo, Tableau/Power BI), and strong data wrangling skills (SQL a plus)

• Proven ability to turn complex data into clear, actionable recommendations for leaders; outstanding visual storytelling and communication

• Hands‑on experience with testing & optimization (A/B, multivariate), cohort analyses, funnel, and journey analytics

• Comfortable synthesizing qualitative insights (interviews, focus groups, open‑ended survey analysis) and integrating them with quantitative results

Education & Experience:

• A bachelor’s degree in marketing, statistics, or data analytics is required

• 3-5+ years in marketing analytics, customer/consumer insights, or related roles, demonstrating advanced quantitative analysis and qualitative synthesis in a marketing context.

Compensation: The Base Salary range for this position is between $110,000-$132,000 for Concord and $90,000-$111,000 in Charlotte.

This 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.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We 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. 

Our Mission 

Our 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.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our 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. 

• 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 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.