Jobs at AssetMark

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.

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.

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.

Supports trading technology performance, reliability, and continuous improvement. Analyzes workflows, system outputs, exceptions, configurations, and production incidents; documents root causes and requirements; manages testing, UAT, release validation, and stabilization. Creates reports and dashboards, maintains workflow and configuration documentation, supports governance and controls, and collaborates with trading, product, engineering, operations, risk, compliance, and technology teams to improve investment technology capabilities.

Leads sponsored and hosted event programs, including trade show strategy, booth logistics, sponsorship outreach and fulfillment, vendor coordination, budgets, timelines, and ROI reporting. Partners with sales, marketing, finance, creative, leadership, sponsors, and vendors to deliver engaging events aligned with business goals. Requires strong event marketing expertise, communication, project management, and approximately 30% travel.

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.

Design, implement, and maintain server-side Java services and APIs. Provide technical leadership, mentor developers, perform architecture and code reviews, troubleshoot issues, ensure security best practices, and contribute to project planning and delivery within an agile team.

Monitor and analyze trading workflows, identify exceptions and trends, maintain dashboards and controls, investigate anomalies, support testing and validation of system/reporting changes, document findings, and work cross-functionally to improve trade execution reliability and operational controls.

Business Consultants assess and improve business performance for AssetMark advisors, providing guidance on various operational aspects while ensuring client satisfaction and relationship management.

The Director of Backend Engineering will lead backend development, mentor developers, design scalable systems, and ensure code quality and security by partnering with product and engineering leadership.

The Platform Software Engineer develops APIs and infrastructure components, ensures system security and reliability, and collaborates with teams on technical solutions.

Serve as a senior, external-facing private markets expert partnering with sales to drive advisor adoption of private market strategies. Build advisor relationships, deliver presentations and educational content, develop territory strategies, support sales production/net flows, and inform product positioning using CRM and market insights. Travel extensively across assigned territory.

Analyze advisor conversations, sales interactions, and market trends to produce actionable intelligence for Sales Leadership. Leverage Gong AI, Salesforce, CRM Analytics, ChatGPT, and BI tools to identify opportunities, assess sales execution, deliver executive reporting, and partner cross-functionally to improve coaching, strategy, and commercial performance.

The Director of Investment Program Management will oversee product management lifecycles, drive AUM growth, manage key partnerships, and collaborate on product strategies to enhance growth and client experience.

Design, build, and evolve self-service developer platforms, CI/CD pipelines, and cloud-native infrastructure to improve developer productivity, deployment automation, and reliability. Lead cross-team initiatives, establish standards and metrics (DORA/SPACE), mentor engineers, and collaborate with SRE and Security to deliver scalable, compliant platform solutions on Azure and Kubernetes using IaC and automated deployment practices.

The New Business Case Manager ensures seamless account openings and transfers for advisors, providing excellent client service and support. They engage in continuous learning and maintain high productivity while handling complex processes with a consultative approach.

Lead and grow a multi-squad frontend team focused on enrollment and servicing UIs. Combine hands-on (~40%) coding with people development, product partnership, design system and frontend architecture ownership, and delivery of a high-impact commercial roadmap. Help build a Global Capability Center in Hyderabad and maintain high standards for performance, accessibility, and UX.

As a Senior Financial Planner, you will provide expert financial planning services to advisors and clients, developing comprehensive plans in areas such as investments, retirement, and estate planning.