Benefits at AssetMark

The Transfer In Team Leader at AssetMark will lead a team focused on the Transfer In process, ensuring operational excellence and a positive client experience. Responsibilities include overseeing transfer functions, engaging team members, and collaborating with cross-functional teams to improve processes and metrics tracking.

The Sales Consultant Specialist at AssetMark supports the sales team by managing administrative tasks and building relationships with Investment Advisors. Responsibilities include educating advisors on investment offerings, enhancing the sales process, managing calls, and resolving service-related issues. The role requires strong organizational skills, proficiency with Salesforce, and Microsoft Office tools, along with active FINRA licenses and a bachelor's degree in a relevant field.

As a Tech Lead at AssetMark, you will develop and maintain applications, collaborate with team members, analyze user stories, and lead a team of developers, while utilizing Azure cloud technologies and following Agile methodologies.