People Operations Generalist

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:

We’re looking for a People Operations Generalist who is excited to support the employee experience end-to-end while also growing their People Technology skills. This role is ideal for someone who enjoys engaging with employees and navigating HR processes, and who is curious about how systems can make People Operations smarter, smoother, and more scalable.

In this role, you’ll partner closely with the People team to support onboarding, employee lifecycle events, and day-to-day HR operations—while also serving as a key support resource for People Technology users and assisting with the maintenance of data integrity.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA location.

Responsibilities:

• Support onboarding and offboarding processes, ensuring a smooth, thoughtful employee experience

• Assist with employee lifecycle events and HR transactions (job changes, compensation updates, status changes, etc.)

• Provide first level HR Service Desk support for employee inquiries regarding HR, benefits, employee relations, and payroll policies, within SLA, or assign to the appropriate 2nd level HR representative

• Help maintain HR documentation, job profiles, and process guides

• Support audits, compliance activities, and routine data requests

• Contribute to People Team initiatives and special projects (e.g., performance cycles, benefits open enrollment, process clean-ups)

• Partner with other People & Culture team members (i.e. Benefits, People Business Partners, Recruiting, etc.) to support business needs

• Process incoming HR and Payroll mail

• Provide general administrative and operational support to the People Team as needed

• Support business processes (e.g., hires, terminations, job changes, compensation updates)

• Support ad hoc data requests

• Partner with senior People Tech team members on process improvements

Knowledge, Skills, Abilities:

• 1–3 years of experience in HR, People Operations, or a related field

• Hands-on experience supporting HR processes such as onboarding, compensation, or performance management

• Exposure to HRMS through daily use, or strong interest in growing HRMS skills; Workday experience is a plus

• Strong attention to detail and comfort working with data and systems

• Strong organizational skills and ability to manage multiple priorities

• Familiarity with HR compliance concepts (e.g., audits, data privacy)

Compensation: The Base Salary range for this position is between $73,000 and $84,000. 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.