Jobs at AssetMark

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.

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

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.

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.

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.

Serve as business owner for the firms Execution Management System and trading connectivity, defining strategy, roadmap, governance, and configuration. Optimize routing, algorithms, FIX/Oms integrations, and vendor relationships; build execution analytics/TCA dashboards, automate workflows, ensure resiliency and controls, and collaborate across Trading, PM, Engineering, Ops, Compliance, Risk, Data, and Product.

Lead portfolio oversight and client engagement for AssetMark's Private Wealth clients. Conduct comprehensive portfolio reviews, provide investment guidance and market commentary, develop advisor- and client-facing investment materials, and collaborate with CIO, Portfolio Management, Research, Wealth Planning, Product, and Marketing to enhance private wealth solutions.

Lead strategy, execution, and measurement for Advisor Programs by coordinating marketing, operations, reporting, vendors, and cross-functional teams. Design KPIs and reporting, create and deliver program content, identify improvements, consult with advisors, and drive program growth and adoption.

Lead U.S. payroll, benefits administration, and people compliance for a multi-state workforce. Oversee payroll accuracy, benefits programs, regulatory compliance, audits, SOX controls, vendor management, and operational improvements. Manage and develop managers, establish KPIs, drive Workday-based automation, and partner cross-functionally to mitigate risk and scale people operations.

Manage day-to-day operations of the Austin office including facilities, vendor coordination, supplies, mail, events, onboarding/offboarding, and cross-functional administrative support to ensure a professional, well-run workspace.

Lead design and implementation of mission-critical platform systems and APIs, define platform architecture and standards, build enterprise-scale data and integration solutions, enforce API governance and compliance, mentor engineers, drive refactors and modernization, and coordinate platform work across multiple teams to ensure scalability, reliability, and security.