AssetMark

Financial Services

VicePresident,Analytics

$260–285k Charlotte, North Carolina, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Executive candidates.

The Brief

“Vice President, Analytics at AssetMark. Skills: Analytics strategy, Machine learning, Business intelligence, Cloud data platforms. Define and implement a comprehensive analytics strategy. Champion the adoption of predictive analytics, AI, and”

What You'll Achieve.

Unlock new business opportunities; Strengthen client experiences; Drive operational performance; Deliver measurable results; Scalable insights; Scalable and reliability; Seamless access to trusted, high-quality data; Solve critical business challenges; Business optimization; Client outcomes; Actionable insights at speed and scale; Scalable and business-aligned delivery; Attracting top talent; High-performance culture

Industry & Context.

Financial Services
Problems you'll solve

Data-driven decision-making

Eligibility Requirements

Hybrid work schedule

What They're Looking For.

Must Have

12+ years of professional experience in analytics, data science, or business intelligence, Bachelor's degree in Analytics, Data Science, Computer Science, Statistics, Mathematics, or related quantitative field, SQL proficiency, Analytics governance, Data quality, Privacy regulations, Compliance frameworks specific to financial services and wealth management

Nice to Have

5+ years in leadership roles within wealth management, asset management, or financial services, Master's degree in Analytics, Data Science, Computer Science, Statistics, Mathematics, or related quantitative field, PhD preferred

What You'll Do.

Define and implement a comprehensive analytics strategy

Champion the adoption of predictive analytics

Own enterprise business intelligence capabilities

and optimization of analytics

Oversee the integration and enhancement of company analytics

Direct the development and operationalization of advanced analytics

Foster a culture of analytics-driven decision-making

Drive innovation through advanced analytics

Lead cross-functional analytics projects

Establish analytics operating models

prioritization frameworks

Build and develop a world-class analytics team

and promote professional growth within the

How You'll Work.

Team & Collaboration

Cross-functional analytics projects; Business and technology teams; Product, Engineering, Sales, Marketing, and Operations leaders

Communication Scope

Engaging stakeholders

Process & Methodology

Prioritization frameworks, Governance processes

Full Job Description

## **Job Description:** AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management. **The Opportunity** As AssetMark accelerates data-driven transformation, the VP, Analytics will lead the strategy, execution, and evolution of analytics across the organization. This executive will establish and drive a high-impact analytics center, enabling scalable insights and advanced modeling to unlock new business opportunities, strengthen client experiences, and drive operational performance. The ideal candidate excels at working across business and technology, ensuring that analytics initiatives deliver measurable results while upholding robust governance and compliance standards. **We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC, Phoenix, AZ, Concord, CA or Chicago, IL.** **Key Responsibilities:** **Analytics Strategy & Leadership** * Define and implement a comprehensive analytics strategy aligned with AssetMark’s business objectives and growth plans, identifying new opportunities to leverage data-driven insights for competitive differentiation. * Champion the adoption of predictive analytics, AI, and machine learning for business process improvement, advisor enablement, and client impact. * Own enterprise business intelligence capabilities, including executive reporting, KPI frameworks, dashboard strategy, and self-service analytics. **Analytics O

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