Job Description. AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, ...
Job Description. Are you ready to make an impact. We’re looking for passionate, detail-driven professionals to join our Advisor Services, Account Operations, and Transfer teams. In this role, you’ll be at the heart of helping financial advisors deliver exceptional experiences to their clients. From seamless account setup and maintenance to efficient transfers and top-tier service, you’ll play a key role in driving advisor success. If you thrive i...
Job Description. Are you ready to make an impact. We’re looking for passionate, detail-driven professionals to join our Advisor Services, Account Operations, and Transfer teams. In this role, you’ll be at the heart of helping financial advisors deliver exceptional experiences to their clients. From seamless account setup and maintenance to efficient transfers and top-tier service, you’ll play a key role in driving advisor success. If you thrive i...
Job Description. The Job/What You'll Do. The Platform Revenue team manages all aspects of fee billing, including fee calculation, validation, debiting/crediting, reconciliation, reporting, maintenance, and facilitating fee payments to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles each year. This is a full-time position in our Charlotte, NC office with a hybrid work ...
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 Analytics Engineer will serve as a critical bridge between data engineering and data analysis, specializing in transformin...
Job Description. The Job/What You'll Do. The Technology Procurement Manager will lead the development and execution of category strategies for technology spend — including software, hardware, cloud services, and IT professional services. Partnering with our Product Engineering team, this role is responsible for shaping the company’s approach to technology sourcing, vendor management, and cost optimization while enabling innovation and business gr...
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. Position Summary. The Project Coordinator II will lead the onboarding experience for advisors’ transitioning their practice ($5MM-$25MM) to AssetMark....
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. Position Summary. The Project Coordinator II will lead the onboarding experience for advisors’ transitioning their practice ($5MM-$25MM) to AssetMark....
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. We are seeking a highly experienced and strategically minded Staff Engineering Director to serve as the principal technical le...
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. AssetMark is seeking a Data Steward to support data governance activities and ensure the quality, integrity, and security of or...
Job Description. AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, ...
