Associate Data Stewardship

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 an Associate Data Steward to support data governance activities and ensure the quality, integrity, and security of organizational data. In this entry-level role, you will learn organizational data governance policies, participate in training and awareness programs, and support data quality monitoring and metadata management tasks. You will work under the guidance of senior team members to apply data governance standards, support data documentation, and understand business processes and their data usage.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Responsibilities:

• Learn and apply organizational data governance policies and participate in governance training.
• Assist with data quality monitoring, issue identification, and documentation of stewardship activities.
• Support data documentation and metadata management tasks.
• Participate in user training and contribute to team knowledge sharing activities.
• Complete governance tasks following established procedures and document activities for compliance and audit.
• Work collaboratively with other data teams and internal business to develop an understanding of business processes, data relationships, and data literacy.
  
  
  

Knowledge, Skills, Abilities:

• Must have strong business and data analysis skills and be able to understand and document complex business processes.
• Advanced Microsoft Excel skills with ability to analyze datasets and problem-solve.
• Willingness to learn data governance tools, technologies, and business processes.
• Experience in writing queries with varying architecture in SQL and SQL Server 2008 R2.
• Strong attention to detail, communication, and organizational skills.
• Ability to work collaboratively and seek guidance as needed.
• Must be comfortable in a fast-paced, demanding and dynamic work environment.
  
  
  

Education & Experience:

• Bachelor's degree in a relevant field (e.g., Business, Data Science, Computer Science, Finance) or other certifications are preferred.
• 0–1 years of experience in data stewardship, data governance, analytics, or related roles.
  
  
  

Compensation: The Base Salary range for this position is between $65,000-$81,000.

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.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500 financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what’s right, always. Even when it’s hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
  
  
  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and 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.