The successful candidate for the Trading Solutions Engineer role will possess a strong understanding of trading platforms and will have experience in client onboarding, implementation, and training. The Trading Solutions Engineer is responsible for understanding client needs and mapping those needs into configurations and parameters that will achieve their trading objectives.
This role is critical in ensuring that client needs are met on an ongoing basis as well as to ensure clients are well-equipped to utilize the trading platform to growth their business. Key responsibilities include trading pre-sales support, trading demonstrations, solution configuration in to existing parameters, trading onboarding support, and advanced trading supporting for existing clients.
This is the right position for a highly motivated professional with a positive attitude who wants to obsess over our customers while bringing extensive trading knowledge to make a difference in advisor’s businesses.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Responsibilities:
- Work with the sales team and customers to understand their trading requirements and identify specific challenges they face during pre-sale support
- Demonstrating a strong grasp of trading systems, technologies, and solutions to help customers make informed decisions.
- Assess and identify client trading needs and manage the configuration, training, and setup for process for prospects, new clients, and existing clients including strategies, tax management needs, drift parameters, and rebalancing rules
- Prepare and deliver trading demonstrations that highlight value proposition of Assetmark Trading Platform, tools, and other trading capabilities that address specific client needs to prospective clients.
- Collaborate with internal teams, including trading, sales, service, relationship management, product management, and product engineering, to ensure a smooth transition to ongoing support.
- Keeping abreast of industry trends, new technologies, and competitor offerings to remain a valuable resource for both sales teams and customers.
- Deliver training sessions to new clients, covering the functionalities and features of the trading platform to ensure they can make informed trading decisions
- Provide trading support and assistance to clients post-onboarding to address any questions or issues they may encounter
- Work closely with the sales and customer service teams to ensure a smooth transition for clients and maintain a high level of satisfaction.
- Gather and analyze client feedback to identify areas for improvement in the onboarding and training processes.
- Key participant in resolving and improving customer experience cases
- Trade accounts on a periodic basis to maintain a full understanding of all aspects of trading.
- Assist in ad-hoc projects, data analysis, and strategic initiatives as needed
- Proactively identify and communicate risks to leadership
- Draft knowledge articles and circulate documentation that explains trading with a customer facing translation that can be used by Sales and Service teams
- Regularly review and update external-facing trading documentation to ensure it is current and accurate
Knowledge, Skills, Abilities:
- Experience in client onboarding or training, preferably in the financial industry
- Strong understanding of trading platforms and financial markets
- Excellent communication and interpersonal skills
- Detail-oriented with the ability to manage multiple tasks effectively
- Proficiency in Microsoft Office Suite and other relevant software
- Strong attention to detail and accuracy.
- Exercises sound judgment and makes timely, well-informed decisions
- Experience with Vestmark & APL Trading tools
Education & Experience:
- Bachelor’s degree
- 5+ years’ experience in operations, trade reconciliation, or similar role within financial services
Compensation: The Base Salary range for this position is between $85,000-$105,000. 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.
Skills Required
- Bachelor's degree or equivalent combination of education and relevant experience.
- 3+ years of hands-on experience in trade operations or a closely related role.
- Must be legally authorized to work in the US; employer cannot provide visa sponsorship.
- Practical understanding of trading workflows (order generation, rebalancing, allocations, restrictions, exceptions, controls).
- Working proficiency in Excel (pivot tables, lookups, formulas, filters, data validation).
- Experience using recurring reports, dashboards, or operational metrics to monitor performance.
- Experience participating in user acceptance testing, business validation, or implementation support.
- Strong attention to detail, ability to investigate breaks, reconcile information, and identify recurring issues.
- Clear written and verbal communication skills and ability to prepare summaries and presentations for stakeholders.
- Ability to manage competing priorities, work independently, and exercise sound judgment in a fast-paced environment.
AssetMark Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AssetMark and has not been reviewed or approved by AssetMark.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is paired with mental health resources, HSAs/FSAs, and a wellness program with fitness reimbursement and incentives. These offerings extend beyond core insurance to support preventive care and overall wellbeing.
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Retirement Support — A 401(k) with company matching and a range of investment options is complemented by performance and recognition bonuses. Together they strengthen long‑term financial security and total rewards.
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Leave & Time Off Breadth — Salaried roles include flexible “unlimited” time off and paid sick time, while all employees receive paid holidays and a paid volunteer day. Additional leaves cover civic duties, military service, and bonding with a new child.
AssetMark Insights
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.
