AssetMark

Manager

• Be the internal champion for advisors who actively manage client portfolios.
• Gather and prioritize business needs from advisors, firms, and sales teams — translating them into platform requirements.
• Maintain strong relationships across BD, Hybrid RIA, Independent RIA, and Bank Trust channels.
• Define and maintain the AMP platform roadmap.
• Align platform enhancements with firm investment strategy.
• Evaluate existing advisor workflows and identify opportunities to streamline processes.
• Act as the connective tissue between Operations, Compliance, Legal, Technology, and Wealth Solutions.
• Track platform usage, advisor productivity, and workflow efficiency.
• Ensure platform capabilities align with AssetMark and advisor firm requirements.

Channel Manager, Advisor Managed Portfolios

Strategy

• Support strategic planning process to development of vision, mission and long-term strategy objectives through analysis of research and data
• Help develop and support enterprise corporate strategy
• Partner with the VP, Corporate Strategy to develop and refresh of enterprise strategic roadmap
• Synthesize and evaluate business and function strategies and analyze the enterprise level impact
• Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy
• Advocate and message the corporate strategy to business units
• Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed
• Lead strategy setting exercises, including strategic reviews and scenario planning
• Shape company-wide strategy communications and help cascade the strategy through the organization
• Provide rigorous analysis and insights to guide decision-making on near-term and long-term opportunities
• Translate complex strategic issues into clear, actionable recommendations for executive stakeholders
• Ensure alignment of cross-functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives
• Lead market & competitive intelligence
• Support research engagements to develop AssetMark’s position on long-term strategic issues and opportunities
• Gather and report intel on competition and market trends in support of our strategic choices direct to the senior leadership team
• Analyze and communicate how industry news and trends affect AssetMark

Senior Manager, Corporate Strategy

Business Development Rep

• Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings
• Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
• Provide consultative support on product details, performance, portfolio positioning, and investment allocations
• Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
• Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team
• Travel up to 30% to attend company, client, and territory events

Business Development Consultant – Sales

• Facilitate advisor succession and acquisition activity by connecting advisors looking to sell and those seeking growth through acquisition.
• Build trusted relationships with advisors planning an exit or transitioning, and those pursuing growth.
• Leverage a formal matchmaking platform to align buyers and sellers based on fit, advising on valuation expectations and deal structures.
• Manage relationships with partner firms that could be acquirers or strategic buyers of practices.
• Support transaction execution by coordinating across teams to advance opportunities from introduction through close.

Vice President, Business Development – Advisor Succession

• Lead the administration, coordination, execution, and maintenance of all company-sponsored benefit programs, ensuring compliance, accuracy, and efficiency
• Serve as the subject-matter expert on company policies, programs, and benefits, providing guidance and education to employees and leadership
• Proactively resolve benefits-related issues or escalate to the appropriate party, ensuring diligent follow-up so no issues remain open
• Build and maintain effective relationships with associates at all levels, as well as with vendors, carriers, and brokers, to ensure seamless benefits delivery
• Direct the preparation and maintenance of reports, files, and records, ensuring data integrity and compliance in both electronic and paper formats
• Manage and oversee leaves of absence programs, including Workers’ Compensation, Short-Term/Long-Term Disability, FMLA, and personal leaves, in partnership with vendors, carriers, and brokers
• Lead the wellness program, including strategy, planning, communication, vendor management, and measurement of outcomes and participation

Benefits Manager

Vice President

• The Vice President of Billing is responsible for the strategic direction, performance, and long‑term transformation of AssetMark’s billing organization.
• This leader oversees all aspects of the firm’s billing operations, including pricing and fee governance, billing execution, revenue accuracy, advisor compensation, operational controls, and the systems that support these functions.
• As the leader accountable for end‑to‑end billing outcomes, the VP sets the vision for scalable, technology‑enabled processes, establishes operational standards, drives innovation, and ensures that the billing function supports AssetMark’s strategic priorities and growth.
• Establish long‑term vision and strategy for the billing function aligned with firm goals and growth strategy.
• Drive enterprise‑level data governance and quality standards for billing, revenue, and payment data, ensuring accuracy, transparency, and trust across all internal and external stakeholders.
• Execute the multi‑year billing systems and process roadmap in partnership with Wealth Solution, ProdEng, and Finance.
• Partner with the COO and CPTO to craft compelling performance and scalability narratives across the business.
• Lead enterprise advisory billing execution on Redi2 (or comparable advisory billing platforms), including tiered fee schedules, householding logic, breakpoint calculations, and advisor compensation workflows.
• Ensure fiduciary‑grade billing controls, auditability, and compliance with SEC/FINRA requirements, SOC 1/SOX standards, and custodial policies.
• Foster a culture of process excellence, innovation and data-driven decision making within the billing operations process.
• Define, manage, and report on key performance metrics such as SLA adherence, advisor satisfaction, and team engagement.
• Serve as a senior strategic partner to Finance, Wealth Solution, ProdEng, Legal, Compliance, Trading, Reporting, and Advisor Services.
• Oversee key vendor and custodian relationships (Redi2, Fidelity, Schwab, Pershing) including senior‑level interactions, escalations, and quarterly business reviews.

Vice President of Billing

Marketing

• Advisor Segmentation & Predictive Analytics: Define and operationalize customer and advisor segments using behavioral, demographic, psychographic, and lifecycle attributes to improve targeting, personalization, and journey design
• Develop, refine, and maintain lead‑scoring models (behavioral, engagement‑based, firmographic, and propensity‑to‑convert) using statistical analysis, machine learning techniques, or predictive modeling frameworks to improve conversion and prioritization
• Partner with Campaign, Sales, and Digital teams to activate segments and scoring models across CRM/automation platforms, ensuring high‑value advisors receive the right message at the right time
• Quantitative Analytics & Experimentation: Segment audiences using behavioral, firmographic, and lifecycle signals to inform targeting, personalization, and advisor experience improvements
• Analyze multi‑channel campaign and journey performance; run A/B and multivariate tests across email, web, landing pages, and paid media to improve acquisition, engagement, and conversion
• Qualitative Synthesis & Storytelling: Collect and synthesize advisor success stories and qualitative feedback (interviews, win/loss, focus groups) to pair with quantitative evidence—crafting clear narratives that influence go‑to‑market and content strategy
• Translate findings into insight briefs, one‑page exec summaries, and enablement materials for marketing, sales, product marketing, and service leaders
• Cross‑Functional Partnership & Influence: Serve as the primary insights partner to Campaigns, Brand, Digital, Product Marketing, Sales, and Finance—aligning on hypotheses, success criteria, and test‑learn roadmaps
• Manage external research/analytics vendors and research panels as needed; ensure delivery quality and budget discipline

Marketing Analytics, Insights Manager

Database Administrator

• Own the data model, data operations, and data reliability across the marketing technology stack
• Ensure that all inbound, outbound, and transformed data is accurate, stable, and scalable
• Design, maintain, and optimize the SFMC data model
• Define and enforce primary keys and relationship logic
• Manage data ingestion pipelines and implement continuous data hygiene practices
• Support compliance reviews and internal audits

Marketing Database Manager

Sales

• This internship opportunity will focus on assisting the internal sales team by creating Advisor facing reports, campaign management and reporting, pre and post Advisor event support, and working directly with Advisors on very specific tasks
• This position may also be called upon to support Salesforce.com projects and limited office administration duties
• Gain work experience within a sales organization in a financial services-related field
• Learn to automate/institutionalize the sales process
• Gain insights into how to successfully collaborate within a cross-functional organization
• Increase knowledge of working within CRM and business systems & technology
• Campaign management, including prospect and client email, calling, and event campaigns
• Working directly with Advisors in a limited capacity to answer questions and provide information
• Gather, compile, and analyze data to identify, prioritize, and execute process improvement opportunities within the Sales Administration team
• Provide general administrative support to the team as directed
• Make calls to prospective financial advisors to confirm data and/or invite them to events