Teams at AssetMark

Owns investment performance platforms, overseeing data quality, reporting, controls, reconciliations, and operational accuracy. Investigates discrepancies, validates returns and benchmarks, improves workflows, supports automation, and collaborates with investment, product, operations, and technology teams. Contributes to performance governance, system modernization, product launches, and reporting enhancements while meeting recurring production deadlines.

Supports strategic financial-services partners by resolving complex firm requests, analyzing Salesforce case and service data, identifying root causes, and improving workflows. Coordinates with cross-functional teams on operational, compliance, reporting, onboarding, and technology needs. Maintains procedures, documentation, and processing controls while training teammates and supporting daily prioritization. This hybrid individual-contributor role is based near Phoenix, Arizona, with approximately equal emphasis on partner case support and analysis, process improvement, and enablement.

Leads go-to-market strategy for AssetMark’s technology products and advisor experiences. Responsibilities include product positioning, messaging, launch planning, sales and internal enablement, demos, customer-facing materials, cross-functional coordination, market research, and using adoption data to improve future launches. The role partners across Product, Engineering, Marketing, Sales, Operations, Service, and Design, with a focus on fintech and wealth management audiences.