Job Description: 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: The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can ...
Job Description: The Job/What You'll Do: As a National Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their client’s financial wellness needs. In this high-profile role, you’ll focus on uncovering, cultivating, and retaining the sales opportunities which represent the biggest imp...
Job Description: The Job/What You’ll Do: The Senior Manager, Investment Product Development and Management will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to define vision, scope, and roadmap for AssetMark’s suite of investment products and solutions. The Senior Manager will drive product development through strategy/ideation,...
Job Description: The AssetMark Corporate Development team focuses on sourcing, evaluating, negotiating and executing mergers and acquisitions. The VP-IMO leader will partner closely with Corporate Development and drive end-to-end integration planning and execution. This leader will play an instrumental role leading the due diligence, integration planning and execution phases of strategic acquisitions. The Job/What You'll Do: The VP IMO will lead ...
Job Description: 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: The Tech Lead (Senior Software Engineer) will research, design, develop, configure, integrate, test and maintain existing and ...
Job Description: Your passion for technology, exceptional critical-thinking skills, and ability to think creatively on your feet will fit perfectly in our IT Business Systems Analyst position at AssetMark. This is an ideal time to join our organization and you will be a key player as you analyze, design and QA on our internal systems. We are in an exciting phase, and you will enjoy working on a wide array of projects and will be recognized and re...
Job Description: 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: The Tech Lead (Senior Software Engineer) will research, design, develop, configure, integrate, test and maintain existing and ...
Job Description: Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions, using financial education, complex calculations, and deep personalization as a basis for client engagement. Our clients include many of the world’s leading banks, private banks, wealth management firms, life and annuity companies, and employee benefit providers. The Job and What You'll Do: We are seeking a mid-level A...
Job Description: The Job/What You’ll Do: As the Operations Product Manager, Workflow Automation & Digitization in the Operations & Service organization, you will be an integral member of a team developing industry-leading workflow solutions that provide clients with an easy, real-time straight-through processing experience for account opening and maintenance requests. You will collaborate with cross functional team members including technology, p...
Job Description: The Job/What You’ll Do: As the Operations Product Manager, Workflow Automation & Digitization in the Operations & Service organization, you will be an integral member of a team developing industry-leading workflow solutions that provide clients with an easy, real-time straight-through processing experience for account opening and maintenance requests. You will collaborate with cross functional team members including technology, p...
Job Description: 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: AssetMark is seeking an Operations Intelligence Manager for the operations and service team. In this hands-on role, this person ...
