AssetMark

HQ
Concord
Total Offices: 7
727 Total Employees
Year Founded: 1996
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AssetMark Benefits Overview

Compensation + BenefitsCompany CultureWork-Life Balance + WellbeingCareer Growth + Development

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Offers accidental death & dismemberment insurance

Provides adoption assistance

Provides family medical leave

Provides fertility benefits

Offers childcare benefits

Offers generous parental leave

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers performance bonuses

Offers employee discounts

Company Culture

Provides commuter benefits

Offers legal assistance

Provides free snacks and drinks

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

Recently posted jobs

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AssetMark

Director, Wealth & Planning Solutions

2 Days AgoSaved
Hybrid
2 Locations
Fintech • Financial Services
Leads the vision, strategy, roadmap, and growth of wealth management and planning solutions, including securities-backed lending, charitable, and self-directed brokerage products. Partners with senior leaders and cross-functional teams across distribution, marketing, technology, legal, and finance. Manages product performance, executive communications, strategic initiatives, sales enablement, product positioning, and team development while delivering complex projects and new wealth solutions.
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AssetMark

Programs Manager, Strategic Initiatives

2 Days AgoSaved
In-Office
Concord, CA, USA
Fintech • Financial Services
Manage a portfolio of financial advisor-facing programs from development and launch through measurement and continuous improvement. Partner cross-functionally with leadership, Marketing, consultants, advisors, and external vendors. Gather feedback, conduct research and surveys, manage communications, track KPIs and ROI, prepare reports, and use insights to improve programs. The role requires strong relationship-building, organization, communication, analytical, and independent problem-solving skills.
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AssetMark

Transfer Coordinator

5 Days AgoSaved
Hybrid
Phoenix, AZ, USA
Fintech • Financial Services
Own end-to-end investment transfer processing from initiation through settlement. Coordinate with advisors, external firms, vendors, and internal teams; resolve NIGO items and rejections; conduct audits; mitigate risk; improve procedures and workflows; communicate with stakeholders; support training and maintain accurate transfer processes.
see all jobs at AssetMark