Creative and Content Project Manager

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use to help clients achieve wealth, independence, and purpose.

The Job/What You'll Do:

AssetMark is seeking an experienced Creative and Content Project Manager to support the Brand team (Experience Design and Event Experience) in content management and creative workflow management. The role includes project management of all creative and content deliverables, speaker coordination for events, and ensuring adherence to feedback and workflow processes. Additional responsibilities may include managing other event-related or project management tasks.

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

Responsibilities:

Content Management:

• Serve as the primary point person for event-related content, under the direction of the Director, Experience Design.

• Work closely with Copywriters, Presentation Designers, and Video Producers to ensure all content is cohesive and meets brand and Vis ID standards

• Coordinate with pre-identified speakers to ensure session objectives, timelines, and content requirements are met

• Manage the collection, review, and organization of session materials and assets

• Confirm session logistics, audiovisual needs, and presentation materials with speakers

• Collaborate with internal stakeholders (Sales, Product, Business Partners, and Marketing) to ensure content alignment and readiness

• Ensure session content aligns with the event theme and maintains high-quality standards

• Collaborate with other core team members to deliver a seamless and engaging attendee experience

Creative Project Management:

• Develop and implement comprehensive project plans and timelines for creative deliverables, including design, copywriting, and video, under the creative direction of the Director, Experience Design

• Lead and coordinate matrix-style program teams, including creative, video, and production resources

• Monitor deadlines and proactively follow up with stakeholders to ensure the timely completion of deliverables

• Track and report on post-project metrics to assess success

Knowledge, Skills, and Abilities:

• Exceptional organizational and communication skills, with the ability to liaise effectively with speakers and stakeholders

• Expertise in conducting discovery sessions and developing clear communication frameworks

• Strong initiative, self-motivation, and relational skills to build connections across departments

• High-level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms

• Ability to strategically oversee event timelines and deliverables with minimal supervision

• Understanding of production and creative elements, with the ability to create holistic timelines

• Attention to detail and solutions-oriented with a proactive approach to problem-solving

Education & Experience:

• A bachelor’s degree in Event Management, Communications, Marketing, or a related field is preferred

• 5+ years of experience managing high-profile, content-driven events

• Proven expertise in event content management, particularly for large-scale conferences or similar events

• 5+ years of experience in event program design in a high-volume environment

• Strong project management experience with a demonstrated ability to manage multiple creative projects and meet deadlines in a fast-paced environment

• Experience leading cross-functional teams and managing agendas and thematic development for impactful events

• Financial services industry experience is a plus

• A proven track record of planning and executing large-scale events as an event lead is preferred

• A proven track record of managing creative deliverables and workflows is preferred

Compensation: The Base Salary range for this position is between $120,000-$130,000.

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.

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.