Jobs at AssetMark

Support the Advisor Sales organization by managing sales processes, quota measurement, forecasting, territory and goal setting, Salesforce administration, dashboard and PowerBI reporting, driving tool adoption, and executing ad hoc projects to deliver sales insights and accurate forecasts.

Early-career product role building internal AI tools: discover and prioritize employee workflow problems, rapidly prototype AI agents and automations, partner with engineers and cross-functional teams to launch and iterate, drive adoption, ensure responsible AI and compliance, and measure impact on productivity and quality.

The Incident Manager oversees the lifecycle of production issues, partners with teams to restore service, and drives root cause analysis to prevent future incidents.

The role involves engaging with sales teams, educating financial advisors on private market strategies, and driving sales growth while serving as a subject-matter expert in private market solutions.

The Associate QA Engineer will execute tests, report defects, maintain automation scripts, and learn from experienced professionals while supporting a quality engineering team.

Lead and manage the Advanced Planning team delivering sophisticated wealth, estate, tax, retirement, and succession planning for HNW/UHNW clients. Act as player/coach on complex cases, improve operations and technology adoption, present to advisors/clients, and collaborate cross-functionally to scale planning capabilities.

Internal Sales Representative supporting Business Development to drive territory strategy, engage prospects via web/phone/email, manage leads and Salesforce contacts, assist RFP responses, perform market research, maintain sales collateral, and collaborate to grow advisor relationships and territory performance.

Review, validate, process, and monitor sales fee accommodation requests. Investigate discrepancies, reconcile accounts, prepare reports/dashboards, maintain documentation, coordinate with cross-functional partners, and identify process and control improvements to streamline fee accommodation workflows.

Monitor and analyze trading workflows, reports, and controls to identify exceptions, trends, and operational risk. Maintain dashboards and documentation, investigate anomalies, support testing and validation of system/reporting changes, and coordinate cross-functionally to improve controls and operational efficiency.

Early-career engineer who builds developer tools, platforms, and workflows to improve productivity. Write maintainable code, test and debug, collaborate cross-functionally, document processes, follow agile practices, and learn platform technologies (CI/CD, Kubernetes, IaC, cloud).

Partner with senior sales team to drive product sales to independent financial advisors. Prospect and maintain pipeline using CRM, provide point-of-sale consultation on products and fund performance, fulfill sales material requests, assist with basic service inquiries, support territory growth, and stay current on market and platform updates.

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.

Lead territory sales to financial advisors, promoting AssetMarks wealth management platform. Support advisor onboarding and presentations, manage pipeline with CRM, evaluate advisor needs, and travel to offices and industry events to grow platform distribution.

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

The Senior Site Reliability Engineer will enhance system reliability, automate operations, ensure compliance, and collaborate with engineering teams to improve production systems at AssetMark.

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.

Lead design and delivery of a Snowflake-centered enterprise data platform, driving migration from legacy systems to Snowflake/Fivetran/dbt. Own platform architecture, engineering standards, data governance, observability, cost optimization, and migration execution. Build and mentor a data engineering team, coordinate cross-functional stakeholders, ensure production readiness, and enable analytics and AI/ML use cases through curated, trusted data products.

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

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 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.