AssetMark

DevOps Engineer

• Manage the release pipeline for both modern and legacy platforms and systems
• Drive the release process from development to production environments ensuring smooth deployments and application availability
• Collaborate with offshore release engineers and onshore release managers
• Implement and manage fully automated deployment pipelines using Azure DevOps
• Perform deployments and participate in coordinated feature release activities into non-production and production environments
• Facilitate communication, knowledge sharing, and collaboration between release engineering and other stakeholders
• Create, manage, and maintain Azure DevOps pipelines for continuous integration
• Optimize Infrastructure as Code (IaC) to maintain scalable, reproducible environments
• Work with Docker and containerized technologies
• Leverage Prometheus and Grafana for monitoring and visualization of application performance
• Identify and troubleshoot application issues and performance bottlenecks
• Create and maintain detailed release documentation and share knowledge with team members

Release Engineer

Vice President

• Define and implement a comprehensive analytics strategy aligned with AssetMark’s business objectives and growth plans, identifying new opportunities to leverage data-driven insights for competitive differentiation
• Champion the adoption of predictive analytics, AI, and machine learning for business process improvement, advisor enablement, and client impact
• Own enterprise business intelligence capabilities, including executive reporting, KPI frameworks, dashboard strategy, and self-service analytics
• Lead the design, deployment, and optimization of analytics operations, including advanced reporting platforms, data visualization tools, and analytics pipelines ensuring scalability and reliability
• Oversee the integration and enhancement of company analytics infrastructure with AssetMark’s enterprise data lake and cloud data platforms (e.g., Snowflake, AWS, Azure), enabling seamless access to trusted, high-quality data
• Direct the development and operationalization of advanced analytics solutions, including segmentation, forecasting, next-best-action models, lead scoring algorithms, and process automation
• Partner with Product, Engineering, Sales, Marketing, and Operations leaders to leverage analytics for business optimization and client outcomes, embedding recommendations and insights into workflow tools and business intelligence
• Build and develop a world-class analytics team, attracting top talent in data engineering, analytics, and data science
• Mentor, coach, and promote professional growth within the analytics function, fostering a high-performance, innovation-focused culture

Vice President, Analytics

Consultant

• Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships.
• Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
• Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice.
• Design, direct, and develop business strategies and solutions to meet client needs.
• Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions.
• Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation.
• Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives.
• Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.

Business Consultant

Security Engineer

• Assist in designing, enhancing, testing, and implementing security technologies used throughout the organization.
• Provide technical support of information security technologies, providing problem analysis and resolution in a timely manner.
• Investigate and quickly resolve security incidents and recommend corrective actions related to incidents.
• Implement, configure, and maintain IAM Infrastructure including Active Directory, EntraID and MFA.
• Perform scheduled and on demand vulnerability assessments and develop mitigation strategies.
• Perform threat modeling on key products and services by identifying threats and developing controls to prevent, detect, and respond.
• Partner with engineering teams to integrate and automate security at every level of the software development lifecycle.
• Provide security recommendations and solutions for infrastructure and applications in cloud environment.
• Perform special projects as assigned, while effectively managing time with competing priorities.

Security Engineer II

Account Executive

• As a Sales Consultant Specialist at AssetMark, you will support our sales team as they build and nurture client relationships.
• Facilitate opportunities to increase productivity by managing essential administrative tasks.
• Act as primary sales point of contact for escalated service-related issues.
• Help advisors understand and explain platform fees and overcome objections.
• Enhance consultative process for the wealth management platform and service offering.
• Proactively communicate with advisors to identify additional needs.
• Manage the team’s meeting schedule and encourage attendance to meetings.
• Build relationships with advisors and deliver strong presentations through effective communication.

Internal Wholesaler Specialist – Sales Consultant Specialist

Attorney

• This role sits within the Legal, Compliance & Risk team and serves as a critical first point of contact for legal-related inquiries across the business.
• Co-own and manage the Legal Services inbox, serving as the initial point of contact for legal and compliance-related inquiries.
• Triage incoming requests by assessing risk, complexity, and required level of review.
• Conduct initial research and resolve matters independently where appropriate, escalating to attorneys when necessary.
• Track, document, and analyze inquiries, outcomes, and trends to improve processes and reduce recurring issues.
• Support and, in some cases, lead Legal, Compliance, and Risk-related projects focused on:
• - Risk reduction and control enhancement
• - Regulatory adherence and policy implementation
• - New product and service launches.

Legal and Compliance Specialist

Sales

• Generate and manage financial reports for the sales team
• Perform maintenance and administration tasks within Salesforce
• Order marketing materials for advisors, prospective advisors, and sales team
• Execute call campaigns to drive participation in conferences, webinars, and regional events
• Perform other related duties as assigned to support the team’s goals

Sales Coordinator

Compliance

• Perform ongoing monitoring and testing activities as part of AssetMark’s RIA compliance program.
• Maintain compliance records, logs, and documentation in accordance with regulatory requirements.
• Prepare compliance reporting for senior management and regulatory exams.
• Support implementation of new regulatory requirements, internal policies, and compliance initiatives across the firm.
• Support the 1940 Act compliance program for AssetMark’s proprietary mutual funds.
• Review service provider deliverables, including sub-adviser materials, fund reporting, and regulatory filings.
• Perform compliance testing related to investment guidelines, policies, and regulatory requirements.
• Contribute to the preparation and review of Board materials and compliance reports.
• Coordinate certain fund administration tasks such as reviewing service provider invoices, assisting with expense allocation processes, and supporting financial statement and disclosure reviews.
• Help manage relationships with key service providers, including fund administrators, sub-advisers, legal counsel, and auditors.
• Assist in the preparation of materials for Board meetings and other governance activities.

Compliance Specialist

• Partner with a senior sales team member to drive product sales and strategic initiatives
• Build and nurture strong relationships with Investment Advisors
• Apply sales training to prospect for new opportunities and increase production
• Manage and fulfill sales material requests and provide point-of-sale consultation
• Assist advisors with basic service inquiries and support territory growth