Project Director, People & Culture

Job Description:

The Job/What You'll Do:

The Project Director, People & Culture, leads and manages complex projects across the organization, ensuring successful delivery on time, within budget, and aligned with company goals. This role involves overseeing project teams, workforce planning, budgeting, and ensuring that HR initiatives are effectively executed.

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

Responsibilities:

Project Leadership:

• Lead multiple projects, ensuring all objectives are met on time and within budget
• Works with project teams and provides direction and support throughout the project lifecycle

Planning & Execution:

• Develop detailed project plans, including timelines, resources, and budgets
• Manage workforce planning to ensure the right resources are in place for projects
• Ensure project goals and objectives are clearly defined and understood

Stakeholder Management:

• Communicate regularly with internal /external stakeholders to provide updates and gather feedback
• Manage expectations and resolve issues or conflicts as they arise

Team Coordination:

• Work closely with cross-functional teams to ensure collaboration and smooth project execution
• Assign tasks, track progress, and ensure the team is equipped to succeed

HR Calendar & Meeting Management:

• Oversee the HR calendar, ensuring key milestones and deadlines are met
• Prepare and manage agendas for HR monthly meetings, ensuring that critical topics are covered

Risk Management:

• Identify potential risks and develop mitigation strategies
• Monitor and address issues that could affect the project's success

Budget Management:

• Create and manage project budgets, ensuring financial resources are allocated efficiently
• Monitor and report on budget performance, making adjustments as needed. •

OKR & Performance Tracking:

• Manage and track OKRs to ensure projects are aligned with organizational goals
• Evaluate the success of projects using OKRs and provide regular updates to leadership
• Conduct post-mortem reviews after the project to assess strengths and identify areas for improvement
• Provide recommendations for process improvements and apply lessons learned to future projects

Knowledge, Skills, and Abilities:

• Strong leadership, team management, and communication skills.
• Proficiency in project management tools and methodologies (e.g., Agile, Waterfall)
• Strong understanding of workforce planning, HR processes, and budget management
• Ability to manage multiple priorities and meet deadlines.

Education & Experience:

• Bachelor’s degree in Business, Project Management, or a related field
• Project Management Professional (PMP) certification is a plus
• 7+ years of experience in project management, workforce planning, or a related field
• Proven experience leading large-scale or complex projects and managing budgets

Compensation: The Base Salary range for this position is between $165,000-$180,000.

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.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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.