AssetMark

AssetMark is looking for a Senior Director, Channel Marketing to lead the strategy and execution of marketing initiatives across our financial intermediary channels, with a focus on RIAs, bank/trust companies, and broker-dealer firms. This is a senior leadership role with big impact. You’ll help elevate our brand presence, deepen advisor engagement, and fuel growth through innovative and targeted marketing strategies. If you thrive in a dynamic environment and are ready to shape how we show up in the market, we’d love to hear from you! https://bit.ly/4mcBkCj

What started as a volunteer day ended with one dog finding a family of her own. AssetMark volunteers recently spent the day at Saving Paws Rescue Arizona, pitching in on shelter improvements and offering support wherever it was needed. They cleaned dog areas, mulched around new trees, and built a wall unit. Amid the activity was a familiar face. Sundae, a sweet dog who had been at the shelter during last year’s volunteer day, was still waiting. This time, her story took a beautiful turn when AssetMark volunteer Julie felt a connection and knew Sundae deserved a family of her own. Now settling into her new home, Sundae is slowly learning what it means to be truly loved. Learn more about Saving Paws Rescue and how you can volunteer or adopt: https://bit.ly/4mv3DMb Huge thanks to our volunteers and a special congrats to Julie and Sundae! 🐕💗 #AssetMark #Volunteer #Community #SavingPawsRescue #DogRescue #MakeADifference

Recently, ThinkAdvisor sat down with Lou Maiuri, Group CEO and Chairman of AssetMark, for an inside look at how we’re evolving to meet the future of wealth management. The conversation dives into our strategic expansion into the RIA channel and private markets, two areas where independent advisors are seeking more flexibility, access, and control. Lou shares how AssetMark is building a platform designed to deliver just that, while driving innovation and deepening advisor relationships. 📖 Read the full story: https://bit.ly/46G2nkH #AssetMark #RIA #PrivateMarkets #WealthManagement #AdvisorGrowth #Leadership #Innovation

Clients today expect more than traditional trust administration and fiduciary services. They want comprehensive financial guidance that combines smart investment management, tax strategies, and long-term wealth planning. As client expectations evolve, trust departments and companies face increasing pressure to deliver more holistic and technology-driven services. But limited internal resources and expertise can make it challenging to keep up with these growing demands. That’s where AssetMark comes in. We collaborate with trust departments and companies to broaden investment capabilities, simplify operations, and support them as they guide clients into the next era of wealth management with tailored solutions. Discover more about AssetMark wealth management services and how they are designed to help trust departments and companies stay competitive, ease administrative burdens, and deliver greater value to clients. Explore the full blog and connect with our team: https://bit.ly/4msruMu #AssetMark #TrustDepartments #WealthManagement #InvestmentPlanning #ClientExperience #FiduciaryAdvisory #TaxStrategies #FamilyWealth #WealthManagementPartnership

Take 2 minutes to hear AssetMark CIO Christian Chan share that trade deals are reducing policy uncertainty, easing trade war fears, and lifting the S&P 500 to record highs. #AssetMark #CIOUpdate

Morning Compass: Your guide to the week ahead in the markets. Kezia Samuel, CFA, CAIA, Chief Market Strategist at AssetMark, breaks down a week packed with economic data from rising tariffs, steady Fed rates, slow hiring, and a surprising rebound in GDP. As tariff rates surge, the market is watching how consumers will respond. Pass this along to your clients - it's a quick, valuable update they shouldn’t miss. #MarketUpdate #MorningCompass #AssetMark #EconomicOutlook #Tariffs #ConsumerSpending #FinancialAdvisors #FedWatch

Advisors: Make the most of your current clients, add assets through AssetMark’s Self-Directed Brokerage Accounts. Now you can help manage client-held retirement assets inside eligible 401(k)s, 403(b)s, and 457s through AssetMark’s advisor-directed SDBA with no plan transfer needed. * Grow AUM without new clients * Broader range of investment strategies * Integrated with AssetMark’s Wealth Management platform Advisors are scaling faster, without adding new clients. Are you in? https://bit.ly/4mlHpfl #AdvisorGrowth #RetirementPlanning #SDBA #AssetMark #FinancialAdvisors

What does it mean to amplify your voice as a woman in finance? This question took center stage at AssetMark’s 2025 Women’s Advisor Forum, held this June at the iconic Claremont Hotel in Berkeley. From inspiring keynotes to candid conversations, one truth emerged: your voice is your currency. We’ve compiled 10 powerful quotes from the speakers who encouraged us to think bigger, lead bolder, and use our voices with clarity, confidence, and purpose. Read on to discover the voices that left a lasting impression: https://bit.ly/41glOwK #AssetMark #WAF2025 #WomenInFinance #AdvisorSuccess #AmplifyYourVoice #Leadership

Happy National Intern Day! Today, we celebrate the incredible energy, creativity, and dedication our 2025 summer interns have brought to AssetMark. Thank you for your hard work and fresh perspectives that have helped drive our mission forward. We’re proud to support the next generation of leaders and innovators. Here’s to your bright futures! #NationalInternDay #AssetMark #SummerInterns #FutureLeaders

Reimagining Trust Services for Modern Banking. See how National Exchange Bank and Trust partnered with AssetMark and Cheetah to transform decades-old processes into a unified, scalable platform built for growth. https://bit.ly/46SeCL9 #BankTrust #WealthManagement #InvestmentSolutions #TrustServices #AssetMark