Joelle Morgan

Experience

1. Vice President, Brand

   AssetMark

   Apr 2024 — Present

   Brand leadership at AssetMark is centered on directly connecting enterprise brand and experience strategy to measurable growth outcomes.The Brand organization spans enterprise brand strategy, experiential marketing, creative and content, video and studio, sponsorships, and large-scale advisor events. A multi-disciplinary team of 18+ supports a national portfolio of 200+ advisor events annually, including multiple flagship, multi-day conferences.The function owns AssetMark’s brand architecture, development, storytelling, creative expression, and the end-to-end delivery of all flagship events. A close partnership among Sales, Product, and Marketing Operations ensures alignment across brand, demand generation, and advisor journeys, with marketing investment tightly linked to platform adoption and growth priorities. The organization is built and scaled with strong operating rigor to enable consistent execution at enterprise scale.Multi-million-dollar annual brand and event budgets are managed with disciplined prioritization, cost efficiency, and clear ROI visibility. A structured sponsorship model across flagship events drives incremental revenue while improving partner alignment and experience quality. Budget governance, forecasting, and post-event measurement have strengthened financial predictability and improved decision-making year over year.Data-driven performance analysis is embedded across major programs, including cost-per-attendee, cost efficiency, and experience ROI, maintaining or improving quality while increasing scale. Brand investment has shifted from one-time moments to repeatable, measurable advisor journeys tied directly to platform adoption, engagement, and growth initiatives.Our team operates at the intersection of strategy, creativity, finance, and execution, bringing clarity to complex problems, building high-performing teams, and ensuring brand and experience investments are accountable, scalable, and connected to business outcomes.

Education

• University of Canberra

  Master's degree, Strategic Communications & Marketing

  2021

Skills

• Marketing
• Nonprofits
• Leadership
• Public Speaking
• Marketing Communications
• Strategy
• Consulting
• Event Management
• Strategic Planning
• Management
• Fundraising
• Project Management
• Copywriting
• Public Relations
• Event Planning