Top 695 Senior advisor Jobs in Concord, Ca

Senior Advisor Programs Manager
Assetmark —Concord, CA
- $105,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Office
- Analysis skills
- Health savings account
- Health insurance
7d
Administrative Consultant III, Office of the COO & CPE
Sutter Health —Emeryville, CA
- $122,761.60 - $184,142.40 a year
- Weekends as needed
- 7 years
- Writing skills
- Office
11d
Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
11d
Director of Enterprise Sales
Vagaro —Pleasanton, CA
- $150,000 - $275,000 a year
- Full-time
- Office
- 8 years
- Contracts
- Health insurance
- Dental insurance
Quick Apply
Senior Automotive Technician - $2,500 Sign On Bonus*DOE
AAA NCNU —Hayward, CA
- Full-time
- Clean driving record
- Word processing
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
5d
Controller
Bay Area Community Resources —Antioch, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
6d
Senior Escrow Officer
Nesi Title and Escrow Company —California
- $90,000 - $190,000 a year
- Part-time
- Remote
- Background check
- Customer service
- Residential
- Continuing education credits
- AD&D insurance
Quick Apply
2d
Controller
Bay Area Community Resources —El Cerrito, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
6d
IT Analyst IV – Senior Network Engineer
Solano County —Fairfield, CA
- $129,874.83 - $157,863.66 a year
- Full-time
- Continuous improvement
- In-person
- Senior level
- Health insurance
- Dental insurance
14d
Tax Associate
Wealth Enhancement Group —El Cerrito, CA
- $57,750 - $126,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Profit sharing
- Paid parental leave
6d
Liability Senior Counsel
Travelers —Walnut Creek, CA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Educational Advisor
PACT, Inc. —Vallejo, CA
- $22 an hour
- Part-time
- School experience
- High school
- Mid-level
Quick Apply
Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —San Ramon, CA
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
Principal Deposits
Patelco Credit Union —Dublin, CA
- $137,485 - $171,866 a year
- Full-time
- Office
- Presentation skills
- Product management
- Paid holidays
- Health insurance
1d
Senior Analyst - BCG Vantage, Organization Design & Operating Model
Boston Consulting Group —San Francisco, CA
- $115,700 - $119,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Profit sharing
- Paid parental leave
Senior Investment Product Manager
Assetmark —Concord, CA
- $150,000 - $175,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- 8 years
- Health savings account
- Health insurance
Retail Banking Senior Manager
Accenture —Walnut Creek, CA
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Regional Director, Advisory - Central/Western U.S.
Savant —Walnut Creek, CA
- $200,000 - $225,000 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Travel
- Health savings account
- AD&D insurance
Senior Vice President, Strategic Partnerships
UNITED STATES ENERGY FOUNDATION —San Francisco, CA
- $380,000 - $460,000 a year
- Full-time
- Remote
- Research
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Senior Director, Store Operations Planning and Admin
Ross Stores —Dublin, CA
- $158,300 - $297,950 a year
- Hybrid work
- Writing skills
- Office
- Conflict management

I want to receive the latest job alert for senior advisor in concord, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior advisor jobs near concord, ca

Controller jobs in Antioch, CA

Vice President Of Strategic Partnerships jobs in San Francisco, CA

Retail Manager jobs in Walnut Creek, CA

Senior Designer jobs in San Francisco, CA

Controller jobs in Mobile, AL

Controller jobs in Fremont, CA

Air Traffic Controller jobs in Portland, OR

Assistant Controller jobs in New Jersey

Controller jobs in Oregon

Hospital Controller jobs in California

Controller jobs in Dallas, TX

Senior Network Engineer jobs in Frederick, MD

Allegheny Health Network jobs in Natrona Heights, PA

Senior Network Engineer jobs in Phoenix, AZ

Senior Network Engineer jobs in East Palo Alto, CA

Senior Graphic Designer jobs in Dallas, TX

Mechanical Engineer jobs in Minnesota

Brookdale Senior Living jobs in Jacksonville, FL

Senior Network Engineer jobs in Atlanta, GA

Administrative Assistant jobs in Ocala, FL

Senior Advisor Programs Manager

Assetmark -
Concord, CA

Apply Now

Job Details

Full-time
$105,000 - $120,000 a year
7 days ago

Benefits

Health savings account
Health insurance
Dental insurance
Paid time off
Flextime
401(k) 6% Match
Vision insurance
401(k) matching
Gym membership
Volunteer time off

Qualifications

Vendor relationship building
Data interpretation

Full Job Description

Job Description:

The Job/What You'll Do:

We are seeking a highly self-sufficient and results-driven professional to fill the role of Senior Manager, Advisor Programs.

Strategize and partner to develop, market, monitor, and measure the success of AssetMark’s Advisor Programs, which includes management, reporting, and execution of the program strategy. The Senior Manager will coordinate marketing, operations, reporting, practice management support, and technology to create a cohesive and impactful program. This role requires a strategic leader with the ability to integrate various internal functions and drive continuous improvement.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

Serve as the internal program manager responsible for coordinating marketing, sales, and support services to resolve complex problems and develop go-to-market strategies
Work closely with cross-functional teams and contacts to maximize the efficacy of the programs
Design and implement program reporting and monthly communication procedures, maintaining clear and showcasing successes and opportunities through clear KPIs and quarterly reporting
Review, analyze, interpret, and maintain strong industry knowledge of advisor trends and training needs
Monitor and evaluate operational efficiencies, identifying areas for improvement, recommending and implementing necessary changes
Manage and grow the assigned programs, ensuring alignment with company objectives and maximizing benefits
Manage relationships with vendors and partners to support Advisor Programs initiatives and efforts
Serve as a liaison between the Program and Business Consulting team on content and collaborate with other departments to ensure effective communication and promotion
Lead marketing, communication, and promotion of the Programs internally and externally
Own content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end
Proactively identify opportunities for program enhancement and implement best practices
Consult with Advisors as needed to move the programs forward.
Perform other duties as assigned

Knowledge, Skills, and Abilities:

Highly organized, detail-oriented, and capable of simultaneously monitoring and completing various projects
Demonstrated experience working collaboratively to lead the integration of complex programs and utilizing best practices in management to ensure shared success
Outstanding strategic thinking skills with a focus on results and impact
Superior oral and written communication skills; strong sense of emotional intelligence with the ability to work effectively with people at all levels of the organization to create buy-in and a sense of teamwork
Self-motivated and self-directed with strong communication skills
Efficient with a strong work ethic
Ability to define clear objectives for challenges, collect appropriate information, and develop action plans resulting in workable solutions
Apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Must be able to deal with abstract and concrete variables
Excellent analytical abilities with good business judgment are essential
Flexibility and the ability to work as a member of a team
Ability to interact with all levels of management
Strong working knowledge of Salesforce, Slack, MS Office (Outlook, Word, Excel, and PowerPoint)
Copywriting skills and general understanding of graphic design preferred
Must be able to work hybrid (in office Tue/Wed/Thur) and attend up to 10 events per year.

Education & Experience:

Bachelor’s degree

Compensation: The Base Salary range for this position is between $105,000-$120,000.

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.

#LI-CR1

#LI-hybrid

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.

Apply Now

Refine Your Search

senior advisor jobs in concord, ca

Senior Advisor Programs Manager

Administrative Consultant III, Office of the COO & CPE

Sr. Client Service Associate/ Sr. Client Service Manager

Director of Enterprise Sales

Senior Automotive Technician - $2,500 Sign On Bonus*DOE

Controller

Senior Escrow Officer

Controller

IT Analyst IV – Senior Network Engineer

Tax Associate

Liability Senior Counsel

Educational Advisor

Associate Wealth Advisor - Hightower Signature Wealth

Principal Deposits

Senior Analyst - BCG Vantage, Organization Design & Operating Model

Senior Investment Product Manager

Retail Banking Senior Manager

Regional Director, Advisory - Central/Western U.S.

Senior Vice President, Strategic Partnerships

Senior Director, Store Operations Planning and Admin

I want to receive the latest job alert for senior advisor in concord, ca

Related Searches

Explore jobs in more locations

Job Description:

Job Seeker Tools

Employer Tools

Browse

Stay Connected