AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management.
About the Role
The Director, Analytics leads the advancement, implementation, and optimization of business intelligence and analytics across AssetMark. This role manages the design, delivery, and continuous improvement of analytical solutions, self-service platforms, and enterprise reporting frameworks. As a key partner to business stakeholders and technology teams, the Director champions data-driven decision making and ensures that analytics initiatives align with business goals.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.
Key Responsibilities
Lead business intelligence (BI) teams delivering analytical solutions across multiple functions.
Design and develop complex analytical solutions including dashboards, reports, and scalable self-service analytics.
Govern enterprise reporting standards and business metrics definitions to ensure accuracy and consistency.
Build strategic partnerships with business stakeholders to define and prioritize analytical requirements and development efforts.
Oversee the implementation of modern BI platforms and drive adoption of self-service analytics capabilities within the organization.
Establish BI competency centers, train business users, and guide best practices in analytics.
Collaborate with data engineers and architects to optimize data models and ensure efficient query performance.
Provide technical mentorship to junior BI professionals, fostering a culture of continuous improvement and innovation.
Qualifications & Experience
8+ years in analytics, BI, reporting, or data science roles, with at least 3 years leading analytical teams or projects in enterprise environments.
Proven track record in developing, launching, and maintaining advanced analytical solutions and BI platforms.
Advanced proficiency in analytics/BI platforms (e.g., Tableau, Power BI, SQL) and self-service analytics frameworks.
Strong partnering, communication, and stakeholder management skills across business and technology functions.
Bachelor’s or Master’s degree in Analytics, Statistics, Computer Science, Business, or related field; advanced degree preferred.
Why Join AssetMark?
Accelerate AI and data science innovation at a market-leading wealth management platform positioned for explosive growth.
Drive strategic, hands-on impact—with the autonomy and resources to shape data-powered client solutions and enterprise platforms.
Collaborate with mission-driven teams focused on advisor and client empowerment, with a robust technology and data foundation.
Set industry benchmarks for AI deployment in wealth management by pioneering leading-edge solutions and responsible innovation.
Compensation: The Base Salary range for this position is between $145,000-$161,000.
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:
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
- Flex Time Off or Paid Time/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.
Top Skills
What We Do
AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.
