Data Steward

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

The Job/What You’ll Do:

AssetMark is seeking a Data Steward to support data governance activities and ensure the quality, integrity, and security of organizational data. In this role, you will monitor data quality metrics, maintain data documentation, and support compliance monitoring. You will work closely with business, product, and engineering stakeholders to resolve data-related issues and support the implementation of governance policies and procedures.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC or Phoenix, AZ.

Responsibilities:

• Support data governance activities by following established procedures and participating in governance committees.

• Monitor data quality metrics, implement corrective actions, and maintain data documentation, including glossaries and lineage.

• Assist with compliance monitoring, audit requirements, and documentation of stewardship activities.

• Provide guidance to business users on governance practices and support user adoption initiatives.

• Collaborate with business users to resolve data-related issues and validate business rules and data requirements.

• Execute governance processes and procedures consistently, supporting project coordination and stakeholder communication.

Knowledge, Skills, Abilities:

• Solid understanding of data governance principles, data quality management, and compliance requirements.

• Must have strong business and data analysis skills and be able to understand and document complex business processes.

• Advanced Microsoft Excel skills with ability to analyze datasets and problem-solve.

• Experience monitoring data quality and maintaining documentation.

• Experience in writing queries with varying architecture in SQL and SQL Server 2008 R2.

• Strong communication, analytical, and organizational skills.

• Ability to work collaboratively with business and technical teams.

• Familiarity with data governance tools and technologies.

• Must be comfortable in a fast-paced, demanding and dynamic work environment.

Education & Experience:

• Bachelor's degree in a relevant field (e.g., Business, Data Science, Computer Science) or equivalent experience.

• 2+ years of experience in data stewardship, data governance, or related roles.

• Experience supporting data governance processes and compliance initiatives.

• 1+ years of relevant business experience working in the financial services industry is a plus.

Compensation: The Base Salary range for this position is between $91,000-$112,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.