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AssetMark
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Recently posted jobs
Fintech • Financial Services
The Head of Product Engineering at AssetMark will lead the engineering team, modernize the technology stack focused on microservices and APIs, and enhance product delivery in alignment with business goals. Responsibilities include fostering a culture of engineering excellence, collaborating with cross-functional teams, and driving high-quality software releases.
Fintech • Financial Services
The Director of Digital Technology will lead technology decisions, develop a digital technology roadmap, oversee digital application data needs, manage Agile transformations, and mentor a high-performing team. The role requires significant technical expertise and the ability to influence business outcomes through technology innovations.
Fintech • Financial Services
The Program Lead, Sponsored Events at AssetMark manages third-party sponsored events and oversees sponsorship outreach for company-hosted events. Responsibilities include strategic planning, trade show participation management, logistics coordination, and performance analysis to maximize brand engagement and ROI.
Fintech • Financial Services
The Sales Coordinator at AssetMark will support the sales team, manage financial reports, handle Salesforce administration, and execute call campaigns. This role emphasizes strong communication skills and offers growth in sales and finance.
Fintech • Financial Services
As a Software Engineering Lead, you will develop, test, and maintain applications, ensuring integration with third-party systems. You will collaborate with team members and lead developers to deliver quality solutions while following Agile methodology and applying OOA and OOD principles.
Fintech • Financial Services
The Sales Intern at AssetMark will assist the internal sales team with campaign management, report creation, and event support. Key responsibilities include analyzing data for process improvements, providing administrative support, and interacting with financial advisors. The role is ideal for candidates looking to grow their skills in a fast-paced environment.
Fintech • Financial Services
The Operations Intelligence Analyst will develop data solutions and reporting tools to provide insights to operational teams. Responsibilities include data analysis, collaboration with various departments, implementing ETL processes, and supporting business intelligence initiatives to enhance operational efficiency.
Fintech • Financial Services
The Director of Data Application at AssetMark is responsible for overseeing data quality across the organization. This includes sourcing data mapping for software development and business intelligence teams, ensuring accuracy and integrity of data, creating documentation and training materials, and collaborating with various stakeholders. The role requires strong analytical abilities and expertise in enterprise data management to enhance operational intelligence.
Fintech • Financial Services
As a Technology Lead at AssetMark, you will lead the development, testing, and maintenance of applications while ensuring their integration with third-party systems. You will collaborate with architects and other developers, apply Object-Oriented Design principles, contribute to Agile processes, and guide a team towards effective solutions.
Fintech • Financial Services
As a Sales Consultant, you'll partner with a senior sales member to drive product sales and support independent financial planners. Key responsibilities include identifying advisor needs, building relationships, providing consultation on investment solutions, and managing sales materials. You'll also engage with prospective clients through outreach and utilize CRM tools like Salesforce to enhance sales efforts.
Fintech • Financial Services
The New Business Intern will assist the New Business Team in opening and funding new accounts, managing cases end to end, and driving solutions to improve operational efficiency. Responsibilities include researching business problems, executing solutions, tracking progress, engaging stakeholders, and presenting outcomes at the end of the internship.
Fintech • Financial Services
As a Transfer Team Intern at AssetMark, you will work on improving business processes affecting asset transfers, collaborate with team members and stakeholders, and present project outcomes. The internship offers hands-on experience in financial operations, practice management, and client engagement, in a hybrid work environment.
Fintech • Financial Services
The Director of Corporate and Advisor Communications will manage and develop communication strategies to enhance AssetMark's visibility and support its executives, ensuring consistent messaging for advisors. Responsibilities include overseeing corporate communications, managing media relations, developing crisis strategies, leading a team, and analyzing communication effectiveness.
Fintech • Financial Services
As a Business Development Consultant at AssetMark, you will build and manage business partnerships with new financial advisors, promote the acquisition of new advisor relationships, and provide consultative assistance on investment solutions. The role emphasizes outreach, relationship management, and effective communication of the company's value proposition.
Fintech • Financial Services
As a Software Engineering Technical Lead at AssetMark, you will develop and maintain applications, ensuring integration with third-party systems. You'll lead a team in applying OOA/OOD principles, troubleshoot defects, and stay updated on new technologies while collaborating in an Agile environment.
Fintech • Financial Services
The Trade Operations Manager is responsible for leading the Adhesion Trade Operations team to ensure accurate and timely trading for managed accounts. This includes managing a team of Traders and Analysts, improving operational capabilities and processes, and maintaining a focus on risk reduction and customer experience.
Fintech • Financial Services
As the Transfer In Team Leader at AssetMark, you will oversee the entire transfer process, ensuring smooth initiation, allocation, and reconciliation of incoming transfers. You'll lead a team, optimize processes for operational excellence, collaborate with the Transfer Out Leader, and track relevant metrics while adhering to regulatory policies.
Fintech • Financial Services
The New Client Acquisition Marketing Intern will work with the Advisor Success Marketing team on client acquisition initiatives. Responsibilities include analyzing campaigns, tracking performance indicators, assisting in the creation of marketing collateral, and learning about the sales cycle. The intern will also present their project outcomes at the end of the internship.
Fintech • Financial Services
The Advisor Success Consultant role involves managing relationships with financial advisors, helping retain assets on the AssetMark platform, and identifying growth opportunities. Responsibilities include consulting on investment strategies, promoting sales growth, and collaborating within sales teams while providing top-tier service to clients.
Fintech • Financial Services
As a Technology Lead at AssetMark, you will develop and maintain applications, ensuring seamless integration with third-party systems. You'll collaborate closely with a team of developers, manage code implementation, and stay updated on new technologies while leading a team to deliver innovative solutions.