Senior Strategist REMOTE

The Job/What You’ll Do: The Director of Advanced Planning plays a critical role within AssetMark’s Wealth Solutions group. You will influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In this highly visible position, you will partner cross-functionally to shape and evolve AssetMark’s planning capabilities, provide thought leadership in complex estate and business succession planning, and ensure an exceptional advisor and client experience.
Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
Collaborates with and helps develop career growth for team members
Identify new planning & estate solutions for inclusion on the AssetMark platform
Oversees responses to all requests and questions and hosts presentations to financial advisors and sales team in person and via webinars
Lead the vision and execution for financial and estate planning strategy across the organization, aligned with broader company goals
Oversee the delivery of high-impact, HNW & UHNW financial plans, including retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies
Serve as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide planning standards, best practices, and innovation
Direct cross-functional collaboration with Product, Sales, and Marketing to enhance and integrate planning solutions into advisor offerings
Influence and co-present on complex planning topics, both internally and externally, including with advisory boards, councils, and strategic partners
Lead and mentor a team of senior financial planners; provide guidance on technical planning, client engagement, and professional growth
Use JD and CFP® expertise to design and deliver tax- and estate-efficient planning frameworks, tools, and educational resources
Develop scalable processes and frameworks that improve consistency, efficiency, and impact of the planning function
Champion innovation and continuous improvement in planning technology (e.g., Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making
Knowledge, Skills, and Abilities: Proficiency with financial planning tools (e.g., eMoney, MoneyGuidePro, Holistiplan) and CRM platforms such as Salesforce
Education & Experience: Bachelor’s and advanced degree (e.g., JD, MST, MBA) required
10+ years of financial planning experience, including complex HNW/UHNW client engagements and cross-functional strategic projects
Proven expertise in estate planning, tax strategy, and business transitions
LI-CR1 #LI-Remote
Who We Are & What We Offer: 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.
We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Our Culture & Benefits Flex Time or Paid Time Off and Sick Time Off
Medical, Dental, Vision - HDHP or PPO
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. To learn more about us, visit our website.

#