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 in helping clients achieve wealth, independence and purpose. The Job/What You'll Do: The Implementation Specialist will lead the onboarding experience for enterprises and large relationships transitioning their practice to AssetMark. This person will work closely with the AssetMark relationship consulting team to understand the client’s requirements, define the client’s operating model with AssetMark, coordinate all aspects of the conversion to AssetMark, and ensure smooth handoff to the operating teams. The right candidate will have excellent relationship and communication skills and the ability to solve analytical and sales engineering problems. A successful candidate has keen awareness of AssetMark’s operating model, the AssetMark advisor and client experience, industry trends, and best practices for book-level transitions. Responsibilities: Lead the onboarding experience for large clients that require cross-functional orchestration to execute. Develop a deep understanding of AssetMark’s affiliation models, agreement structure, products, service and operations model, and custodial capabilities and services. Perform diligence to understand needs, provide details on how the AssetMark platform functions and predict any operating challenges for prospective clients. Define the optimal client operating model at AssetMark, including a custody onboarding strategy and a client tailored implementation plan. During implementation, coordinate training, conversion execution, client paperwork and disclosure delivery, coordination with client’s systems and vendors, porting of performance history, and issue tracking and resolution all according to the client-tailored implementation plan. Identify and coordinate the execution of any needed accommodations to the AssetMark operating model Provide a smooth transition to business-as-usual operation with AssetMark operating teams that corresponds to the end of the implementation team assistance Identify and develop business cases for new capabilities and services to ensure AssetMark’s implementation capabilities are competitive in the industry. Lead a backlog grooming process that identifies implementation opportunities and defines the best fit client experience for all opportunities based upon the resources available. Knowledge, Skills, and Abilities: Excellent qualitative and quantitative and analytical skills, along with the ability to apply those skills across a variety of business processes Ability to understand broader business issues that go across business functions. Ability to collect, analyze, interpret, report and communicate data effectively. Excellent oral and written communication skills Project Management experience Custody and Operations experience Previous management experience Education & Experience: Bachelor’s Degree. 5 years of Financial Advisory Industry experience. 2 years’ experience doing implementations, transitions, or similar experience in the financial advisory industry. 2 years in a direct relationship-facing role with clients. Experience working in cross-functional teams in a variety of roles bringing strong facilitative leadership to projects and processes #LI-CR1 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.