Company · 79 open roles
Careers at Assetmark
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79 positions at Assetmark
Senior Data Analyst
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 …
Product Manager
Assetmark·Charlotte, NC
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…
Executive Support & Charitable Giving Coordinator
Assetmark·Concord, CA
Job Description: The Job/What You'll Do: The Executive Support & Charitable Giving Coordinator provides dedicated administrative support to the Executive Vice President, Head of Advisor Sales, while serving as the primary coordinator for AssetMark’s Charitable Giving program and …
Associate 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 …
Wealth Solutions Consultant - Private Wealth
Assetmark·Remote
Job Description: The Job / What You’ll Do The AssetMark Wealth Solutions group manages the comprehensive set of investor services available for independent financial advisors use on the AssetMark platform when constructing comprehensive investment and wealth management proposals …
Quantitative Research Analyst
Assetmark·Concord, CA
Job Description: The Job/What You’ll Do: The Quantitative Research Analyst serves in a senior analytical role within AssetMark’s Wealth Solutions team, leading quantitative investment research and developing implementable investment strategies and analytical tools to inform inve…
Platform Revenue Analyst
Assetmark·Concord, CA
Job Description: The Job/What You'll Do: The Platform Revenue 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 Advisor Firm…
Vice President, Corporate Counsel
Assetmark·Charlotte, NC
Job Description: The Job/What You’ll Do: As Vice President, Corporate Counsel at AssetMark, you will join a highly collaborative legal team and serve as a trusted advisor to leaders across the organization. This is a broad, hands-on role with the opportunity to work on a diverse …
Director of Advisor Marketing
Assetmark·Concord, CA
Job Description: The Job/What You'll Do: The Director of Advisor Marketing will serve as a strategic partner and right-hand leader to the Senior Director, Strategic Initiatives, helping lead AssetMark's advisor marketing strategy, programs, and team. This role will manage two di…
Software Engineer
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…
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…
Wealth Solutions Consultant
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 business consulting solutions that advisors use to help clients achieve wealth, independen…
Director, Wealth & Planning Solutions
Assetmark·Charlotte, NC
Job Description: Director, Wealth & Planning Solutions The Director, Wealth & Planning Solutions will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions Product and work with senior leaders …
Programs Manager, Strategic Initiatives
Assetmark·Concord, CA
Job Description: The Job/What You'll Do: We are seeking a highly self-sufficient and results-driven Programs Manager, Strategic Initiatives, to develop, manage, and continuously enhance a portfolio of advisor-facing programs designed to help financial advisors grow and strengthe…
Transfer Coordinator
Assetmark·Phoenix, AZ
Job Description: The Job/What You’ll Do: The Transfer Coordinator is a pivotal role responsible for full ownership of the end-to-end transfer experience, ensuring each transfer is executed accurately, efficiently, and with care. This role requires expertise in managing complex t…
Senior Wealth Strategist
Assetmark·North Carolina
Job Description: The Job/What You’ll Do: We are seeking an exceptionally talented, collaborative, and client-focused professional to join AssetMark’s Wealth Solutions team as a Senior Wealth Strategist – Advanced Planning. This role is designed for an experienced wealth strategi…
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 …
Advisor Services Team Leader
Assetmark·Phoenix, AZ
Job Description: The Advisor Services Team Leader oversees a team of Advisor Services Specialist who provide real-time support to Financial Advisors including new client and account set-up procedures and account change request support. The Team Leader will also be responsible for…
Financial Quality Assurance Analyst
Assetmark·Austin, TX
Job Description: The QA Analyst – Financial Calculations is a hands-on role dedicated to ensuring the accuracy of the complex financial calculations that power our industry-leading software. As a QA Analyst – Financial Calculations, you will be responsible for validating everythi…
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 …
Senior Investment Consultant - Private Markets
Assetmark·Charlotte, NC
Job Description: AssetMark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide investment solutions and resources designed to help advisors deliver better o…
Sales Coordinator
Assetmark·Charlotte, NC
Job Description: The Job/What You'll Do: As a Sales Coordinator at AssetMark, the leading provider of investment solutions for independent financial planners, you will play a vital role in supporting our sales team while gaining valuable experience in a dynamic and multifaceted…
Senior Manager, Cash Analytics and Operations
Assetmark·Concord, CA
Job Description: The Job/What You’ll Do: We are looking for an experienced Senior Manager, Cash Analytics and Operations to support analytics, portfolio management, risk mitigation, and the day-to-day business activities required to deliver strong cash solutions for clients. The …
Trading Systems Analyst
Assetmark·Charlotte, NC
Job Description: The Job/What You’ll Do: We are seeking a Trading Systems Analyst to support the performance, reliability, and continuous improvement of trading technology capabilities across the investment lifecycle. This role combines trading knowledge, data analysis, and syste…