Company · 74 open roles
Careers at AssetMark
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74 positions at AssetMark
Senior Data Steward
AssetMark·Phoenix or Charlotte
Senior Data Steward at AssetMark. Location: Phoenix or Charlotte. Role: leading governance, implementing controls, facilitating meetings Requirements: 5+ years in data stewardship/governance, expertise in data governance frameworks, metadata and data quality management, SQL profi…
Senior Product Manager
AssetMark·Concord or Charlotte or Chicago or Austin or Encino or Phoenix
Senior Product Manager at AssetMark. Location: Concord or Charlotte or Chicago or Austin or Encino or Phoenix. Role: shaping strategy, leading launches, driving execution Requirements: 8+ years product management experience in Financial Services/FinTech; Bachelor's required (MBA/…
Lead Security Engineer
AssetMark·Atlanta or Charlotte or Chicago
Lead Security Engineer at AssetMark. Location: Atlanta or Charlotte or Chicago. Role: designing security, investigating incidents, performing assessments Requirements: 7+ years in cybersecurity/infosec, BS in Cybersecurity or Computer Science (or equivalent), supporting certs (CI…
Financial Calculations Developer
Assetmark·Austin, TX
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…
Senior Investment Specialist, AssetMark Investment Solutions
Assetmark·Concord
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 client-centric investments and communications to their clients. We are expa…
Security Engineer II
AssetMark·Atlanta or Charlotte or Concord
Security Engineer II at AssetMark. Location: Atlanta or Charlotte or Concord. Role: design security, test security, maintain IAM Requirements: 3-7 years in cybersecurity or information technology; BS in Cybersecurity or Computer Science; experience with IAM, CrowdStrike, Check Po…
Internal Wholesaler Specialist (Sales Consultant Specialist)
Assetmark·Chicago, IL
Job Description: The Job/What You'll Do: As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships. You will facilitate opportunities to increase productivity by managing essential …
Senior Site Reliability 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…
Senior Data Analyst
Assetmark·Charlotte, North Carolina, United States
Senior Data Analyst at Assetmark. Location: Charlotte, North Carolina, United States. Role: Lead requirements gathering, Design dashboards, Optimize performance Requirements: 5+ years in analytics/BI/data science; experience leading requirements gathering and solution development…
Senior Engineer - IC
Assetmark·Charlotte, North Carolina, United States
Senior Engineer - IC at Assetmark. Location: Charlotte, North Carolina, United States. Role: lead design, drive architecture, mentor engineers Requirements: Senior application engineer with 6–9 years of software experience; strong .NET/C#, SQL Server, microservices; architecture,…
Financial QA Analyst
Assetmark·Austin, Texas, United States
Financial QA Analyst at Assetmark. Location: Austin, Texas, United States. Role: Run testing, Document bugs, Collaborate Requirements: QA analyst with strong math/finance knowledge, experience validating numerical outputs, and ability to test across multiple financial scenarios; …
Incident 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…
Financial QA Analyst
Assetmark·Austin, TX
Job Description: The Job/What You’ll Do: 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…
Associate Quality Assurance Engineer
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’s investment offerings, technology, and services to improve outcomes for their clients. The Opportunity As an Associa…
Partner Custodian Case Manager
AssetMark·Chicago, Illinois, United States
Partner Custodian Case Manager at AssetMark. Location: Chicago, Illinois, United States. Role: Review paperwork, Open accounts, Fund accounts Requirements: 0-5+ years in brokerage, banking or client service; excellent communication; PC skills; flexible/hybrid work; Series 6/7 pre…
Senior Manager, Corporate Strategy
Assetmark·Concord or Charlotte or Chicago
Senior Manager, Corporate Strategy at Assetmark. Location: Concord or Charlotte or Chicago. Role: develop roadmap, lead interviews, analyze trends Requirements: 4-6 years in corporate strategy, finance, transformations, or business development; management consulting preferred; ba…
Director, Adhesion Investment Platform Management
Assetmark·Charlotte, NC
Job Description: Director, Adhesion Investment Platform Management Job Description Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their ow…
Platform Software Engineer
Assetmark·Charlotte, North Carolina, United States
Platform Software Engineer at Assetmark. Location: Charlotte, North Carolina, United States. Role: Develop platform, Design APIs, Ensure security Requirements: 3-5 years software engineering focusing on platform/infrastructure; strong API, microservices, cloud experience; bachelo…
Platform 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…
Incident Manager
Assetmark·Charlotte, North Carolina, United States
Incident Manager at Assetmark. Location: Charlotte, North Carolina, United States. Role: own issues, lead triage, perform RCA Requirements: 5+ years in incident management, SRE, production operations, or similar; proven ability to lead under pressure; broad technical breadth; han…
Junior AWS Operations Engineer
Assetmark·Austin, TX
Job Description: Voyant is a global enterprise SaaS company providing sophisticated financial planning software used by many of the world’s leading banks, wealth management firms, and financial advisors. Our platform runs in AWS and supports multiple production environments acros…
Engineer, Platform & DevEx
Assetmark·Charlotte, North Carolina, United States
Engineer, Platform & DevEx at Assetmark. Location: Charlotte, North Carolina, United States. Role: Developing APIs, Maintaining services, Ensuring security Requirements: Bachelor's degree in CS/Software Engineering; 3-6 years software engineering; experience building APIs, servic…
Senior Financial Planner
Assetmark·Charlotte, North Carolina, United States
Senior Financial Planner at Assetmark. Location: Charlotte, North Carolina, United States. Role: Prepare plans, Collaborate advisors, Present analyses Requirements: 7+ years of financial planning for high-net-worth individuals; CFP required; Bachelor’s degree; active designations…
Financial Calculations Developer
AssetMark·Austin, Texas, United States
Financial Calculations Developer at AssetMark. Location: Austin, Texas, United States. Role: Design services, Translate rules, Write tests Requirements: Java developer with 2-4 years experience; finance domain interest; Spring/Hibernate/MySQL; Git; strong problem-solving. Categor…