Search the 13 jobs at AssetMark

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.

The Scrum Master will facilitate Agile teams, lead ceremonies, and coach on Agile practices to enhance project delivery. Responsibilities include managing team dynamics, providing metrics for progress, removing impediments, and ensuring alignment between teams and stakeholders. They will mentor teams in Agile methodologies and promote continuous improvement within AssetMark's project environment.

The Operations Product Manager will lead digitization initiatives and develop workflow solutions for client requests. Key responsibilities include managing product backlogs, defining user stories, and collaborating with cross-functional teams to optimize business processes. This role also involves assessing existing workflows and delivering touchless digital client experiences.

The Growth Enablement Coordinator supports Sales teams by providing necessary resources, training, and optimizing processes. This role involves content management, training coordination, tools administration, performance reporting, and cross-functional collaboration to enhance team productivity and effectiveness.

As a Sales Coordinator at AssetMark, you will support the sales team, generate financial reports, manage Salesforce tasks, order marketing materials, and execute call campaigns while developing skills in sales and finance.

In the National Consultant role at AssetMark, you'll manage existing advisor relationships, supporting their growth through the platform's resources. Responsibilities include consulting on investment offerings, presenting at events, and designing campaigns to re-engage lapsed advisors. Expected travel is 30%, working within a hybrid model.

Relationship Managers drive growth for RIA-focused businesses by managing client relationships and integrating deeper services to enhance account growth. They are responsible for maintaining a book of business, promoting various services, and ensuring client retention through proactive engagement and collaboration with internal teams.

As a Full Stack Developer, you will develop and maintain applications, integrating with third-party systems, collaborating with cross-functional teams, and applying Agile methodologies. Responsibilities include coding for front-end and back-end systems, analyzing user stories, performing code reviews, and troubleshooting issues while staying updated on emerging technologies.

As an Advisor Success Consultant, you will manage relationships with financial advisors, focusing on retaining and cultivating sales opportunities. Your role involves problem-solving, advising on growth strategies, and leveraging corporate events for engagement. Strong consultative sales skills are essential.

The Senior Manager of IT oversees a development team to manage software projects, ensuring quality and timely delivery, and coordinating with various technology groups. Responsibilities include leading development efforts, performing project estimations, resolving technical issues, and supporting team development.

The Financial Institutional Consultant supports the sales team in building relationships in the bank and trust channel by managing administrative tasks, utilizing sales software for proposals, and driving production of new assets. They are responsible for educating bank advisors and maintaining strong communication to identify needs and opportunities.

The Transfer In Team Leader at AssetMark leads a team focused on managing the Transfer In process. Responsibilities include overseeing the entire client experience for transfers, ensuring operational excellence, collaborating on process synergies, and evaluating and improving current processes. The role also involves preparing reports and metrics related to Transfer In functions while fostering team development.