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. We can consider candidates for this position who are able to accommodate a hybrid work schedu

Take individual ownership of opening new applications, transfer requests, and additional investment account features by conducting initial work reviews, determining if all paperwork is in good order, and confidently communicate with Financial Advisor offices when corrections/additions need to be made Engage in a fast paced training program teaching complex work processes

Oversee a small team of software engineers and all projects they undertake, analyze briefs, write progress reports, identify risks an develop work schedules Possess flexibility to accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Perform quality control reviews of the Custody Operations activities and procedure documentation Oversee, own and be able to perform at least one core custody operations process; to include training, workflow management, procedure documentation and measuring KPI metrics Responsible for achieving all KPI metrics and ensuring SLA's are met for a core custody operations proc

Work with leaders across AssetMark to help define and execute upon the next generation of wealth management services and capabilities Lead research, planning, development activities that help drive the assessment of new and enhanced platform offerings including UMA, Rep As Strategist, Rep As PM, Tax Management Services, Direct Indexing, Unified Managed Household, Annuitie

This position will undertake specified tasks, performing some or all of the following Serve as the Lead Salesforce QA person that will set the QA standards across all teams Partner with product owners and business stakeholders to understand business requirements and translate them into comprehensive test plans Own the responsibility for the development and implementation