Jobs at AssetMark

Lead the design and implementation of complex application features and systems for a wealth management platform. Own application architecture, improve scalability, performance, security, reliability, and development practices, and coordinate delivery across developers. Mentor engineers, lead agile ceremonies, resolve technical blockers and incidents, and collaborate with product, security, compliance, and cross-functional stakeholders to translate business needs into effective technical solutions.

Owns investment performance platforms, overseeing data quality, reporting, controls, reconciliations, and operational accuracy. Investigates discrepancies, validates returns and benchmarks, improves workflows, supports automation, and collaborates with investment, product, operations, and technology teams. Contributes to performance governance, system modernization, product launches, and reporting enhancements while meeting recurring production deadlines.

Supports strategic financial-services partners by resolving complex firm requests, analyzing Salesforce case and service data, identifying root causes, and improving workflows. Coordinates with cross-functional teams on operational, compliance, reporting, onboarding, and technology needs. Maintains procedures, documentation, and processing controls while training teammates and supporting daily prioritization. This hybrid individual-contributor role is based near Phoenix, Arizona, with approximately equal emphasis on partner case support and analysis, process improvement, and enablement.

Leads go-to-market strategy for AssetMark’s technology products and advisor experiences. Responsibilities include product positioning, messaging, launch planning, sales and internal enablement, demos, customer-facing materials, cross-functional coordination, market research, and using adoption data to improve future launches. The role partners across Product, Engineering, Marketing, Sales, Operations, Service, and Design, with a focus on fintech and wealth management audiences.

The Junior AWS Operations Engineer role involves operating and maintaining AWS environments, writing automation code, and collaborating with senior engineers, allowing for growth into a mid-level position.

Leads corporate compliance for investment advisory products, marketing, advertising, sales materials, and strategic initiatives. Advises product and marketing leaders on regulatory requirements, oversees advertising reviews and junior staff, develops policies and disclosures, performs compliance testing, supports regulatory examinations and audits, and delivers training. Requires extensive financial services and Investment Advisers Act experience, strong leadership and communication skills, and advanced Microsoft Office and Adobe Acrobat Pro proficiency.

Leads strategic planning and business growth initiatives for Wealth Solutions, including budgeting, product and services roadmaps, M&A support, competitive analysis, innovation, KPI and OKR reporting, and executive communications. Partners with senior leadership and Corporate Strategy to align enterprise priorities, develop data-driven insights, improve internal processes, and manage strategic programs across the organization.

Conduct high-volume outbound prospecting to financial advisors, execute targeted campaigns, schedule qualified meetings, promote events, and maintain accurate Salesforce activity. Partner with Business Development Consultants on territory strategy, messaging, follow-up, and opportunity handoffs. The role provides structured coaching in cold calling, discovery, objection handling, financial services solutions, pipeline management, and sales readiness.

Partners with senior sales staff to grow investment platform sales by building advisor relationships, identifying needs, prospecting, managing pipelines, consulting on investment allocations, presenting product solutions, and supporting territory growth. Maintains current investment and platform knowledge, uses Salesforce and related sales tools, conducts cold outreach, and provides sales materials and coverage support.

Leads complex analysis, issue resolution, testing, monitoring, operational readiness, and continuous improvement across trading systems and workflows. Owns root-cause investigations, UAT, regression testing, production validation, documentation, controls, and remediation. Partners with Trade Operations, Engineering, Compliance, Risk, and vendors to translate trading needs into system requirements, improve processing, reduce manual work, and manage operational risk across the investment lifecycle.

Manage relationships with approximately 200 independent financial advisors, focusing on asset retention, advisor growth, sales opportunities, and reducing platform terminations. Diagnose asset outflows, provide consultative guidance on investments and portfolio construction, promote additional solutions, and collaborate with regional sales teams. The role requires hybrid work near designated offices and 30% travel to company and territory events.

Analyzes sales performance, forecasting, pipeline, activity, KPIs, and strategic initiatives. Develops dashboards, reporting tools, visualization solutions, and analytical models to support Sales leadership and business partners. Provides insights for segmentation, territory coverage, capacity planning, resource allocation, and performance improvement. Partners cross-functionally to translate business questions into actionable analysis and communicates findings clearly using tools including Salesforce, CRM Analytics, Excel, Tableau, and Power BI.

Supports wealth consultants in creating customized investment proposals, portfolios, tax-management analyses, financial plans, performance reports, and advisor-facing materials for high-net-worth clients. The role coordinates with portfolio construction, investment, planning, sales, and operations teams; manages workflows and CRM documentation; supports advisor relationships and engagement initiatives; and contributes to process improvements while ensuring accurate, compliant deliverables.

Supports wealth consultants and sales teams by developing customized investment proposals, portfolio analyses, tax-management studies, financial plans, performance reports, and advisor-facing materials for high-net-worth clients. Coordinates with portfolio construction, investment, planning, sales, and operations teams; manages workflows and CRM documentation; ensures deliverables are accurate, compliant, and timely. Provides advisor relationship support, contributes to process improvements, and assists with private wealth initiatives.

Leads enterprise SRE and observability strategy for Azure-hosted systems, overseeing reliability, monitoring, incident management, performance, resilience, batch processing, automation, and operational readiness. Partners with engineering, infrastructure, security, data, and business teams to improve availability and customer experience. Builds and manages SRE and observability teams, establishes SLOs and monitoring standards, drives troubleshooting and root-cause analysis, and oversees vendors, budgets, and continuous improvement.

Leads strategy, roadmap, development, and adoption for platform data services supporting analytics, securities, entitlements, and models. Partners with engineering, applications, sales, marketing, and operations to design APIs, canonical data models, and Snowflake pipelines. Uses customer insights and analytics to prioritize improvements, communicates plans to senior leadership, and manages and mentors product managers. Requires strong technical, commercial, and wealth management expertise.

Own the vision, strategy, roadmap, and outcomes for a significant wealth management technology product area. Partner with engineering and design to solve complex technical and user problems, coordinate cross-functional delivery, drive adoption, and measure business impact. Build consensus across teams, understand financial advisor workflows, communicate compellingly to technical and business audiences, and mentor or improve product practices.

Owns a regional territory and drives new business, asset onboarding, platform adoption, wallet-share growth, and client retention among RIA firms, branches, and financial advisors. Responsibilities include developing territory and account plans, maintaining sales pipelines, forecasting results, leading consultative sales conversations about the Adhesion platform and related services, and protecting existing relationships. The role requires more than 50% in-territory travel and frequent client engagement through meetings, video calls, email, and phone campaigns.

Designs and optimizes scalable ELT/ETL pipelines using dbt, SQL, Snowflake, and Azure. Leads data architecture, dimensional modeling, performance tuning, CI/CD, data quality, observability, lineage, governance, and security. Partners with stakeholders to create reliable analytics assets, evaluates GenAI applications, mentors junior engineers, and supports modern cloud data operations.

Leads the strategy, architecture, engineering, operations, reliability, and continuous improvement of AssetMark’s Azure cloud and infrastructure platforms. Oversees cloud, DevOps, platform engineering, Infrastructure as Code, databases, data platforms, networking, security, resilience, FinOps, vendors, and AI-ready infrastructure. Builds and develops global technical teams, establishes enterprise standards and roadmaps, drives automation and governance, and partners with business and technology leaders to deliver secure, scalable, resilient, cost-effective platforms.