AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.


I joined AssetMark as a Social Media Coordinator. There I owned and built their social media content calendar creating compelling content for their target audience of independent financial advisors.


I scheduled social media posts for LinkedIn & Twitter using their social automation tools and collaborated with marketing managers to brainstorm ideas for upcoming projects and opportunities to repurpose their content and create an evergreen library.

I also shared ideas to elevate their social presence such as updating their designs. Here is a before and after example on LinkedIn where we used more engaging images to connect with the audience and stand out:

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I also developed best practices guidelines for hashtags and keywords by researching the fintech industry, observing competitors, and identifying opportunities.


Another pain point for the company was the amount of time and resources it takes to stay relevant on social networks. My solution was to develop more evergreen content and an editorial calendar where marketing partners could request space on our company accounts.


I presented monthly social media performance reports to the marketing team with highlights and opportunities. After adopting some of my suggestions, we increased the number of followers and their engagement levels.

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Please note the numbers has changed to protect sentive information. I'd be happy to share my creative process and social strategy for content creation at AssetMark. 


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