Company · 74 open roles
Careers at Assetmark
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74 positions at Assetmark
Director, Payroll, Benefits, & People Compliance
Assetmark·Charlotte, NC
Job Description: Position Summary The Director, Payroll, Benefits & People Compliance is a leader within People Shared Services responsible for the execution and operational excellence of payroll, benefits administration, and people compliance programs. This role leads a team res…
Senior Financial Planner
Assetmark·Charlotte, NC
Job Description: The Job/What You’ll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You …
Execution Management & Trading Connectivity Manager
Assetmark·Charlotte, NC
Job Description: The Job/What You’ll Do: AssetMark is seeking a strategic, technically minded trading professional to serve as the business owner for our Execution Management and Trading Connectivity platform. This is a senior individual contributor role responsible for defining …
Client Portfolio Manager
Assetmark·Charlotte, NC
Job Description: The Job/What You'll Do: This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Invest…
Senior Software Engineer
Assetmark·Charlotte, NC
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark …
Business Consultant
Assetmark·Remote
Job Description: The Job/What You’ll Do: Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark sales …
Platform Engineer
Assetmark·Charlotte, NC
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark …
Senior Advisor Programs Manager
Assetmark·Concord, CA
Job Description: The Job/What You'll Do: We are seeking a highly self-sufficient and results-driven professional to fill the role of Senior Manager, Advisor Programs. Strategize and partner to develop, market, monitor, and measure the success of AssetMark’s Advisor Programs, wh…
Office & Operations Manager
Assetmark·Austin, TX
Job Description: Voyant is a leading provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company’s product suite enables advisors to spend less time building plans and more time growing their business. Co…
New Business Case Manager
Assetmark·Phoenix, AZ
Job Description: Are you energized by being part of a firm with rapid growth and opportunities? Are you able to tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an environment where precision and speed are equally important…
Wealth Solutions Consultant
Assetmark·Remote
Job Description: About AssetMark AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and business consulting solutions that advisors use to help clients achieve we…
Product Manager
Assetmark·Charlotte, NC
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, indepen…
Content Producer & Editor
Assetmark·Concord, CA
Job Description: The Job/What You'll Do: We are seeking a skilled and versatile Content Producer/Editor to support our brand and marketing efforts within the financial services industry. This role is primarily focused on writing, producing, and editing high-quality video content…
Billing Analyst
Assetmark·Charlotte, NC
Job Description: The Job/What You’ll Do: The Platform Revenue (Billing) team manages all aspects of fee billing including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee maintenance, and facilitation of fee payment to Financial Adv…
Senior Manager, Corporate Strategy
Assetmark·Charlotte, NC
Job Description: The Corporate Strategy Team leads the strategic ideation, implementation, and execution support for our business and culture transformation in order for us to meet our strategic priorities and to create sustainable competitive advantage over the long-term. The …
Manager, Trading Systems
Assetmark·Charlotte, NC
Job Description: The Job/What You’ll Do: We are seeking a Manager, Trading Systems to serve as the business owner for assigned trading technology capabilities, ensuring trading systems are configured, governed, and operated to deliver consistent, scalable, and efficient business …
Advisor Services Service Specialist
Assetmark·Phoenix, AZ
Job Description: 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 achie…
Trade Operations Manager
Assetmark·Phoenix, AZ
Job Description: The Job/What You’ll Do: The Manager, Trade Operations is responsible for timely and accurate Trading for a growing $160B+ wealth platform delivering asset management excellence. This role is accountable for executing the trading strategy, strengthening operat…
Trade Operations Quality Analyst
Assetmark·Charlotte, NC
Job Description: We are seeking a trading professional with strong analytical skills and technical aptitude to join our Trade Operations team as a Trade Operations Quality Analyst. This role is best suited to someone with hands-on experience in trade production who is comfortable…
Associate Product Manager, Internal AI
Assetmark·Charlotte, NC
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Over 10,000 advisors rely on AssetMark for investment solutions, technology, services, and expertise to help them grow their businesses. The Opportunity Ass…
Sales Operations Specialist, Advisor Sales
Assetmark·Phoenix, AZ
Job Description: The Job/What You'll Do: The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administ…
Transfer Team Leader
Assetmark·Phoenix, AZ
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, indepen…
Senior Data Steward
Assetmark·Phoenix, AZ
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our inves…
Trading Solutions Engineer
Assetmark·Charlotte, NC
Job Description: The successful candidate for the Trading Solutions Engineer role will possess a strong understanding of trading platforms and will have experience in client onboarding, implementation, and training. The Trading Solutions Engineer is responsible for understanding…