Jobs at AssetMark

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.

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.

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.

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 Implementation Manager oversees high-touch transitions for financial advisors, including project management, planning, and documentation preparation for successful onboarding and account transfers.

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 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.

Support senior planners by gathering client data, running financial planning software, preparing retirement projections, cash flow and tax scenarios, reviewing plan materials, conducting research, and creating client-facing presentations and internal planning resources.

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.

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 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.

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 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.

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.

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.