Jobs at AssetMark

The Application Engineer will design, implement, and manage customer-facing applications in a hybrid work environment, focusing on high-quality code and collaboration with multiple teams.

The Senior Data Analyst translates business needs into analytics solutions, manages projects, documents requirements, and mentors junior professionals while optimizing BI platforms.

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.

The Senior Enterprise Sales Executive will drive enterprise sales cycles, engage decision-makers, and close complex deals while collaborating with teams for client success.

The Sales Consultant Specialist supports the sales team by managing administrative tasks, enhancing client relationships, and providing training on the AssetMark platform. Responsibilities include communication, organization, and utilizing sales software.

Handle client-directed account requests (investments, withdrawals, beneficiary updates), ensure timely, accurate processing, communicate with advisors on NIGO items, minimize risk, meet productivity and quality metrics, and collaborate across teams including Money In/Out, Move Money, Maintenance, Coordinators, and Reports/Audit & Controls.

Deliver sales performance analytics, reporting, and Salesforce/CRM enablement to support sales teams. Measure KPIs, optimize territory coverage, improve forecasting and pipeline management, and collaborate cross-functionally to drive data-driven sales strategies and operational efficiency.

The Legal and Compliance Specialist manages legal inquiries, conducts research, and supports regulatory adherence while improving processes and workflows within the Legal, Compliance & Risk team.

Operate and improve AssetMark's Azure platform and AKS operations, build and maintain IaC and automation (Terraform/Bicep, PowerShell/Python), support CI/CD (Azure DevOps/GitHub Actions), observability (Azure Monitor, Log Analytics, Grafana, OpenTelemetry), identity and security integrations, cost optimization (FinOps), and provide secondary support for data platforms and AI/agent workloads on Kubernetes.

Lead data governance and stewardship for assigned domains: run governance councils, create SOPs, implement automated data quality controls, maintain metadata, drive data quality improvements, train junior stewards, and partner with business and engineering to resolve complex data issues and operationalize governance.

The role involves developing Java-based services for financial calculations, ensuring code quality, collaborating with teams, and modeling complex financial logic.

The role involves developing scalable platform components and APIs, ensuring security and reliability across services, and collaborating with engineering teams.

Lead design, launch, and scaling of wealth management products for financial advisors. Own product lifecycle, define requirements and success metrics, drive cross-functional execution, develop go-to-market positioning and advisor education, monitor industry trends, and support adoption and reporting for AssetMark's Wealth Management Services platform.

The Financial QA Analyst ensures the accuracy of financial calculations in software by validating outputs, running tests, documenting bugs, and collaborating with product and engineering teams.

The Senior Manager, Corporate Strategy supports strategic planning and business transformations, partnering with leadership to drive growth initiatives and market analysis, while communicating priorities and recommendations across the organization.

This role focuses on driving adoption of AssetMark's Private Wealth offering through business development and relationship management with financial advisors, focusing on high-net-worth clients.

Build and maintain foundational platform services, APIs, and infrastructure to enable scalable, secure microservices and integrations. Implement cloud-native architectures, infrastructure-as-code, CI/CD, and data governance. Troubleshoot platform issues, write tests, collaborate with application teams, security, and stakeholders to drive adoption and ensure performance, reliability, and compliance.

The VP of Analytics will lead the analytics strategy at AssetMark, overseeing operations, advanced analytics solutions, and team development to enhance client experiences and business performance.

The Senior Product Manager will drive product success by defining roadmaps, leading cross-functional teams, and owning product initiatives within the technology ecosystem for a wealth management platform.