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Lead data governance and stewardship for assigned domains: run governance councils, create SOPs, implement automated data quality controls, maintain metadata, drive data quality improvements, train junior stewards, and partner with business and engineering to resolve complex data issues and operationalize governance.

This role focuses on driving adoption of AssetMark's Private Wealth offering through business development and relationship management with financial advisors, focusing on high-net-worth clients.

Lead design, launch, and scaling of wealth management products for financial advisors. Own product lifecycle, define requirements and success metrics, drive cross-functional execution, develop go-to-market positioning and advisor education, monitor industry trends, and support adoption and reporting for AssetMark's Wealth Management Services platform.

Manage all aspects of fee billing cycles including calculation, validation, debiting/crediting, reconciliations, reporting, and maintenance. Review billing transactions and errors, implement negotiated fee agreements, process partner payments, perform QC, produce ad-hoc revenue analysis, and drive process improvements across cross-functional teams.

Lead enterprise strategy development and execution, partner with the CEO and senior leaders to prioritize growth initiatives, perform rigorous analysis and market/competitive intelligence, facilitate strategy-setting and scenario planning, drive cross-functional alignment, and communicate strategy across the organization.

The Financial QA Analyst ensures the accuracy of financial calculations in software by validating outputs, running tests, documenting bugs, and collaborating with product and engineering teams.

Build and maintain foundational platform services, APIs, and infrastructure to enable scalable, secure microservices and integrations. Implement cloud-native architectures, infrastructure-as-code, CI/CD, and data governance. Troubleshoot platform issues, write tests, collaborate with application teams, security, and stakeholders to drive adoption and ensure performance, reliability, and compliance.

Lead and manage a trade operations team to execute trading strategy accurately and on time, strengthen controls, reduce risk, drive process improvements, manage operational performance and metrics, write business/functional requirements, support testing and change management, and improve advisor and client outcomes.

Lead product strategy and execution for the Billing Data team: define and prioritize features, write RFCs, design UX drafts, decompose work into user stories, work with engineering to deliver automation and platform modernization, use SQL and analytics to validate data and inform decisions, manage stakeholders, and maintain roadmaps and backlogs while driving operational efficiency.

Support the Advisor Sales organization by managing sales processes, quota measurement, forecasting, territory and goal setting, Salesforce administration, dashboard and PowerBI reporting, driving tool adoption, and executing ad hoc projects to deliver sales insights and accurate forecasts.