Jobs at AssetMark

Own the custodial data and operations platform, including account, document, money movement, and custodial integration workflows. Define product vision and roadmaps, design complex features, translate ideas into user stories, and lead engineering and cross-functional delivery. Manage capacity, stakeholder relationships, demos, and strategic initiatives while mentoring product managers and supporting hiring. Apply technical, analytical, and wealth management expertise to drive product decisions and improve development processes.

Leads the architecture, development, governance, and operational excellence of AssetMark’s Azure and Snowflake data platform. Designs scalable ETL/ELT pipelines, optimizes performance and costs, establishes DataOps, observability, lineage, security, and SLAs, and mentors engineers. Partners with data science and product teams to enable machine learning, MLOps, feature engineering, and generative AI capabilities. Provides hands-on coding in Python and SQL while guiding technical strategy, standards, code reviews, CI/CD, and platform innovation.

Lead product strategy, roadmap development, and platform enhancements for AssetMark’s Advisor Managed offering. Translate advisor and firm needs into requirements, user stories, and prioritized features covering portfolio construction, model management, trading, reporting, analytics, and compliance. Partner cross-functionally with Product, Engineering, Operations, Compliance, Legal, and Technology teams to deliver scalable capabilities, improve workflows, support adoption, and drive continuous platform improvement across multiple advisor channels.

Manages relationships with high-value financial advisor offices using the AssetMark platform. Provides personalized service, proactive training, operational support, issue resolution, and communication regarding platform initiatives and policy changes. Partners with service, operations, new business, and sales teams to improve advisor satisfaction and retention. Monitors trading exceptions, coordinates with custodians, supports process improvements, and occasionally travels to advisor offices.

Designs, develops, implements, and evaluates sales training curriculum across instructor-led, virtual, eLearning, blended, and on-demand formats. Collaborates with subject matter experts, sales leaders, and business partners to address learning needs. Creates scalable coaching and enablement resources, manages content and curricula in Absorb, Seismic, and Yoodli, supports training programs, and applies ADDIE and Kirkpatrick evaluation principles.

Leads cross-functional business transformation and technology initiatives from problem definition through implementation and post-production monitoring. Translates business needs into functional, technical, process, and data requirements; partners with Engineering and Data teams; manages dependencies, risks, milestones, testing, and implementation. Defines data quality standards, KPIs, and value-realization measures while improving processes, controls, scalability, efficiency, and user experience.

Leads requirements gathering and develops scalable analytics solutions, dashboards, semantic models, and self-service BI products. Partners with Analytics Engineering on Snowflake canonical models, dbt transformations, data quality, testing, and migration from legacy platforms. Applies responsible AI-assisted tools, mentors analysts, establishes standards, coordinates delivery across stakeholders, and drives adoption and business impact.

Owns data pipelines and feature groups supporting money movement and custodial integrations. Develops product strategy, roadmaps, backlogs, user stories, RFCs, UX concepts, test plans, and priorities while partnering with engineering, design, QA, and stakeholders. The role requires managing multiple software features, integrating external provider APIs, using analytics for decisions, leading planning meetings, and mentoring junior product managers within a wealth management technology platform.

Drives adoption of AssetMark’s Private Wealth and other wealth solutions among independent financial advisors across an assigned Texas or Florida territory. Responsibilities include consultative selling, advisor relationship development, portfolio and wealth strategy support for HNW and UHNW clients, pipeline and territory management, presentations, industry event participation, and collaboration with internal investment and planning specialists. The role is fully remote but requires regular regional travel.

Develop and test software features using modern programming languages and web technologies. Collaborate with cross-functional teams in an Agile environment, debug technical issues, document code and processes, participate in code reviews, and continuously expand technical expertise through mentorship. The role is designed for recent graduates or engineers with up to three years of experience and offers a path toward increasing ownership and complexity.

Conduct quantitative investment research, develop equity and fixed-income security selection strategies, build alpha models, perform backtesting and statistical analysis, and support portfolio construction and risk management. The role leads multi-asset factor risk model development and maintains investment dashboards, reports, and analytical tools while collaborating with portfolio managers to improve systematic investment decisions.

Leads AssetMark’s advisor marketing strategy, team, roadmap, campaigns, content, educational programs, thought leadership, surveys, lead generation, and AI-related initiatives. Oversees a white-label advisor marketing program, evaluates marketing technology vendors, manages cross-functional partnerships, and measures engagement, adoption, leads, ROI, and business growth. The role manages two direct reports and requires strong financial services marketing, advisor engagement, program management, communication, and analytics expertise.

Serves as a senior legal advisor on commercial contracts, technology transactions, data licensing, employment matters, corporate initiatives, and risk management. Negotiates complex agreements, advises business and People and Culture leaders on legal issues, supervises paralegals, and develops legal processes, templates, and policies. Partners with Legal, Compliance, Risk, Information Security, and business teams while managing multiple matters and providing practical, business-oriented counsel.

Administer monthly and quarterly revenue collection, billing, fee reconciliation, partner payments, billing maintenance, quality control, negotiated fee agreements, and revenue analysis. The role reviews transactions and account setup, improves billing procedures, resolves process gaps, and collaborates across business units. It requires strong Excel skills, analytical problem-solving, attention to detail, and at least three years of financial services or billing experience.

Drives adoption of AssetMark’s Private Wealth and Wealth Solutions offerings among independent financial advisors across a defined territory. Builds new and existing advisor relationships, provides consultative guidance on portfolio construction and wealth strategies for HNW and UHNW clients, manages the sales pipeline and territory business plan, presents at meetings and events, and collaborates with internal investment and planning specialists to deliver customized solutions.

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.

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.

Leads advanced financial, estate, tax, retirement, business succession, and asset protection planning for high-net-worth and ultra-high-net-worth clients and advisors. Directs planning strategy, manages and mentors senior financial planners, develops scalable processes and tools, supports advisor opportunities, and collaborates with Product, Sales, Marketing, leadership, and external stakeholders. Presents complex wealth strategies, oversees written planning reports, and drives innovation in planning technology and client experiences.

Supports the sales team by generating financial reports, administering Salesforce, ordering marketing materials, and executing outreach campaigns for conferences, webinars, and regional events. The role requires strong organization, communication, prioritization, and problem-solving skills, along with proficiency in Microsoft Office. A bachelor's degree in business or finance and sales or customer service experience are required.

Lead and manage a trade operations team to execute trading strategy accurately and on time, strengthen controls, reduce risk, drive process improvements, manage operational performance and metrics, write business/functional requirements, support testing and change management, and improve advisor and client outcomes.