Search the 10 jobs 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.

The Customer Experience Corrections Analyst at AssetMark will analyze errors, perform corrective actions in client accounts, and ensure alignment with desired outcomes. This role involves collaborating with cross-functional teams to provide fast resolutions while maintaining accuracy and productivity in a high-paced environment.

The Relationship Manager is responsible for managing client relationships within RIA firms, focusing on client onboarding, retention, and growth. The role requires advocating for Adhesion's services, implementing relationship outreach plans, and collaborating internally to enhance the client experience and achieve sales targets.

As a Full Stack Developer at AssetMark, you will develop and maintain applications, ensuring integration with third-party systems. You will collaborate with various teams, participate in Agile practices, and apply Object-Oriented Design in your development. Additionally, you will troubleshoot issues and share knowledge with team members.

As an Account Operations Coordinator, you will handle client requests for AssetMark accounts, ensuring timely and accurate communications with advisors. Responsibilities include managing requests, collaborating with teams for resolution, and maintaining operational accuracy. This role emphasizes customer service, attention to detail, and teamwork.

As a Software Engineering Technical Lead at AssetMark, you will develop and maintain applications, ensuring integration with third-party systems, lead a team of developers, and participate in Agile methodologies while working with Azure and .Net technologies.

The Advisor Success Consultant will cultivate relationships with financial advisors, diagnose issues affecting asset retention, and identify growth opportunities. Responsibilities include consulting on the AssetMark platform, improving advisor practices, and managing a territory of clients. Strong sales and problem-solving skills are essential for success in this hybrid role involving collaboration and client interaction.

The Senior Manager, IT will lead a software development team, overseeing project delivery, managing resources, and ensuring high-quality software enhancements. Responsibilities include software design, deployment coordination, risk management, and coaching team members, with a focus on continuous improvement and adherence to technical standards.