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Lead territory sales to financial advisors, promoting AssetMarks wealth management platform. Support advisor onboarding and presentations, manage pipeline with CRM, evaluate advisor needs, and travel to offices and industry events to grow platform distribution.

Monitor and analyze trading workflows, identify exceptions and trends, maintain dashboards and controls, investigate anomalies, support testing and validation of system/reporting changes, document findings, and work cross-functionally to improve trade execution reliability and operational controls.

Business Consultants assess and improve business performance for AssetMark advisors, providing guidance on various operational aspects while ensuring client satisfaction and relationship management.

The Platform Software Engineer develops APIs and infrastructure components, ensures system security and reliability, and collaborates with teams on technical solutions.

Lead design and delivery of a Snowflake-centered enterprise data platform, driving migration from legacy systems to Snowflake/Fivetran/dbt. Own platform architecture, engineering standards, data governance, observability, cost optimization, and migration execution. Build and mentor a data engineering team, coordinate cross-functional stakeholders, ensure production readiness, and enable analytics and AI/ML use cases through curated, trusted data products.

The Director of Backend Engineering will lead backend development, mentor developers, design scalable systems, and ensure code quality and security by partnering with product and engineering leadership.

Serve as a senior, external-facing private markets expert partnering with sales to drive advisor adoption of private market strategies. Build advisor relationships, deliver presentations and educational content, develop territory strategies, support sales production/net flows, and inform product positioning using CRM and market insights. Travel extensively across assigned territory.

Analyze advisor conversations, sales interactions, and market trends to produce actionable intelligence for Sales Leadership. Leverage Gong AI, Salesforce, CRM Analytics, ChatGPT, and BI tools to identify opportunities, assess sales execution, deliver executive reporting, and partner cross-functionally to improve coaching, strategy, and commercial performance.

The Director of Investment Program Management will oversee product management lifecycles, drive AUM growth, manage key partnerships, and collaborate on product strategies to enhance growth and client experience.

Design, build, and evolve self-service developer platforms, CI/CD pipelines, and cloud-native infrastructure to improve developer productivity, deployment automation, and reliability. Lead cross-team initiatives, establish standards and metrics (DORA/SPACE), mentor engineers, and collaborate with SRE and Security to deliver scalable, compliant platform solutions on Azure and Kubernetes using IaC and automated deployment practices.