Top 1643 Senior advisor Jobs in Oakland 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
SENIOR ADVISOR FOR NAGPRA
University of California Office of the President —Oakland, CA
- $240,000 - $266,000 a year
- Full-time
- Hybrid work
- Background check
- University
- Bachelor's degree
Director, Learning & Development
Ross Stores —Dublin, CA
- $119,800 - $225,250 a year
- Hybrid work
- 7 years
- Office
- Bachelor's degree
BSBA Associate Academic Advisor (SSP II)
California State University —East Bay, CA
- Full-time
- Background check
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
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
Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $251,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
6d
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
14d
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
14d
Technical Account Manager
Parachute Technology —San Ramon, CA
- Up to 50% travel
- 8 years
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
2d
Deputy General Counsel, Compliance
Larson Maddox —San Francisco, CA
- Travel
- Mentoring
- Training & development
Quick Apply
6d
VP Compensation Strategy and Operations
Prologis —San Francisco, CA
- $255,000 - $319,000 a year
- Full-time
- 11+ years
- Office
- Travel
- Paid holidays
- Health insurance
Chief Communications Officer
Lawrence Berkeley National Laboratory —San Francisco Bay Area, CA
- $290,000 - $360,000 a year
- Weekends as needed
- Background check
- Marketing
- 11+ years
Senior Sales Director
Infuse Hospitality —San Francisco, CA
- $130,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Food service experience
- Contracts
Marketing Cloud Specialist
TEKsystems —Alameda, CA
- $85 - $95 an hour
- Contract
- System design
- HIPAA
- Office
- Commuter assistance
- Health savings account
4d
Client Success Manager
Larkin Benefit Administrators —San Francisco, CA
- $70,000 - $107,640 a year
- Full-time
- Microsoft Word
- Research
- Mid-level
1d
Client Service Manager
Institute on Aging —San Francisco, CA
- $64,480 - $79,138 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- English
- Health insurance
- Paid time off
Quick Apply
Customer Success Manager
AccountMakers —San Francisco, CA
- $70 - $100 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Manager, Internal Audit Business Process
Patelco Credit Union —Dublin, CA
- $150,212 a year
- Full-time
- CPA
- PMP
- Office
- Paid holidays
- Health insurance
1d
Executive Recruiter
Robert Half —San Francisco, CA
- $45 - $55 an hour
- Temporary
- US work authorization
- Organizational skills
- Fair chance
- Disability insurance
- Dental insurance
Quick Apply
5d

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Senior Advisor Programs Manager

Assetmark -
Concord, CA

Apply Now

Job Details

Full-time
$105,000 - $120,000 a year

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 oakland ca

Senior Advisor Programs Manager

SENIOR ADVISOR FOR NAGPRA

Director, Learning & Development

BSBA Associate Academic Advisor (SSP II)

Sr. Client Service Associate/ Sr. Client Service Manager

Trader

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Tax Associate

Controller

Technical Account Manager

Deputy General Counsel, Compliance

VP Compensation Strategy and Operations

Chief Communications Officer

Senior Sales Director

Marketing Cloud Specialist

Client Success Manager

Client Service Manager

Customer Success Manager

Manager, Internal Audit Business Process

Executive Recruiter

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