Company · 74 open roles
Careers at Assetmark
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74 positions at Assetmark
Fee Accommodation Analyst
Assetmark·Concord, CA
Job Description: The Job/What You’ll Do: We are seeking a Fee Accommodation Analyst to support the accurate and timely review, approval coordination, implementation, and monitoring of sales fee accommodations. The right candidate will be detail-oriented, analytical, organized, a…
Partner Custodian Case Manager
Assetmark·Phoenix
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, independ…
Regional Consultant
Assetmark·Remote
Job Description: The Job/What You'll Do: As a Regional Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how AssetMark differentiates its products …
Sales Consultant
Assetmark·Chicago, IL
Job Description: The Job/What You'll Do: As a Sales Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will partner with a senior sales team member to drive product sales and strategic initiatives. Your primary focus wil…
Associate Engineer, DevEx
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 Engineer, DevEx
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 …
Director, Engineering Manager
Assetmark·Concord, CA
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment…
Senior Platform Engineer
AssetMark·Charlotte, North Carolina, United States
Senior Platform Engineer at AssetMark. Location: Charlotte, North Carolina, United States. Role: designing platform, leading architecture, mentoring engineers Requirements: Bachelor's degree,5+ years software engineering with platform focus,expertise in platform engineering,API d…
Senior Investment Product Manager
Assetmark·Concord, CA
Job Description: The Job / What You’ll Do We are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and th…
Associate Data 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 …
Associate Data Engineer
AssetMark·Charlotte, North Carolina, United States
Associate Data Engineer at AssetMark. Location: Charlotte, North Carolina, United States. Role: building pipelines, data modeling, ensuring quality Requirements: 0-3 years experience; strong SQL skills; exposure to dbt, Snowflake, and Git; familiarity with Python and cloud platfo…
Partner Custodian Specialist
Assetmark·Chicago, IL
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 Director, Advanced Planning
Assetmark·Charlotte, NC
Job Description: The Role/What You’ll Do: The Senior Director, Advanced Planning will oversee the day-to-day management and operations of AssetMark’s Advanced Planning team, including professionals specializing in wealth strategy, estate planning, and comprehensive financial pla…
Financial Planning Analyst
AssetMark·Charlotte, North Carolina, United States
Financial Planning Analyst at AssetMark. Location: Charlotte, North Carolina, United States. Role: preparing plans, gathering data, running reports Requirements: Bachelor's degree or equivalent, 0–2 years experience in financial planning/wealth management, proficiency with Micros…
Internal Solutions Consultant
Assetmark·Chicago, IL
Job Description: The Job/What You'll Do: Adhesion is looking to bring on a driven and hungry Internal Sales Representative, looking to show the world what they are made of. This Internal Sales Representative needs to have charisma, passion, and a fierce work ethic. This role wil…
Director, Data Engineering
AssetMark·Charlotte, North Carolina, United States
Director, Data Engineering at AssetMark. Location: Charlotte, North Carolina, United States. Role: building platform, leading migration, mentoring team Requirements: 10+ years in data engineering/architecture or technology leadership, 3+ years people management, hands-on Snowflak…
Lead Security Engineer
Assetmark·Atlanta, GA
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…
Security Engineer II
Assetmark·Atlanta, GA
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…
Director, Data Engineering
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. More than 10,000 advisors rely on AssetMark for our …
Sales Operations Analyst
AssetMark·Phoenix or Chicago or Concord
Sales Operations Analyst at AssetMark. Location: Phoenix or Chicago or Concord. Role: delivering insights, supporting operations, maintaining dashboards Requirements: Bachelor's degree, 3+ years in sales/revenue operations or analytics, strong Salesforce/CRM, Power BI and Excel s…
Staff Software Engineer, Backend
Assetmark·Austin, TX
Job Description: Voyant is seeking a hands-on Staff Engineer, Backend Engineering to play a key role in building and evolving our core server platform. This is a highly technical role for a player-coach who will contribute directly to the codebase while serving as the go-to techn…
Cloud Engineer
AssetMark·Charlotte, North Carolina, United States
Cloud Engineer at AssetMark. Location: Charlotte, North Carolina, United States. Role: supporting Azure, administering AKS, automating infrastructure Requirements: 4+ years supporting Azure cloud platforms; AKS administration; Terraform/Bicep IaC; scripting with PowerShell or Pyt…
Cloud 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…
Service Desk Technician I
Assetmark·Chicago, IL
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…