AssetMark

Sales Operations Manager

• Support the daily workflow of requests received by Sales Operations from teams such as Advisor Sales, Business Consulting, AMRS, and Investment Consulting
• Execute annual Sales Operations processes such as goal setting, book and advisor segmentation, territory optimization, and other recurring processes.
• Work with sales managers and team leads to implement best practices in opportunity, funnel and pipeline management ensuring accurate sales forecasting
• Maintain and optimize sales cadence workflows by driving timely execution of sales activities, ensuring consistent follow-up, and promoting adoption of standardized best practices
• Nurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement
• Create and deliver performance reporting using tools such as Salesforce and PowerBI to illustrate performance against sales objectives for sales teams, sales management, and leadership
• Provide dashboard and reporting support of AssetMark’s strategic growth initiatives (examples include but not limited to First Year Success, mergers & acquisitions, and Tax Management Services)
• Promote and drive adoption of new Salesforce tools and workflow processes throughout the organization
• Work alongside Sales Operations technology and the CRM development team to continually enhance the Salesforce user experience
• Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization
• Execute ad hoc projects and assignments as needed to support Sales Operations leadership and Advisor Sales teams

Sales Operations Specialist – Advisor Sales

Analyst

• Analyze, review and implement sales fee accommodation requests in accordance with established procedures and service-level expectations
• Investigate fee accommodation-related inquiries, discrepancies, and exceptions, and escalate material risks as appropriate
• Review account data, fee schedules, approvals, and supporting documentation to validate accommodation terms
• Monitor and reconcile active fee accommodations to identify inaccurate, missing, expired, or inconsistent applications
• Prepare reports and dashboards summarizing accommodation volumes, financial impact, trends, exceptions, and outstanding items
• Maintain documentation and supporting evidence for request reviews, required approvals, implementation, and control execution
• Partner with Sales, Sales Operations, Product, Finance, Operations, and other teams to resolve issues and clarify requirements
• Assess the impact of product, pricing, system, and process changes on fee accommodations
• Identify opportunities to streamline workflows, strengthen controls, reduce manual effort, and introduce automation
• Analyze recurring accommodation trends to identify potential pricing, policy, or process improvements
• Participate in new Platform Revenue initiatives and evaluate impacts to existing billing processes
• Develop working knowledge across Platform Revenue processes and provide cross-functional or backup support as needed

Fee Accommodation Analyst

Platform Engineer

• Implement platform services, APIs, and infrastructure components independently
• Develop and maintain core platform capabilities including data services, authentication, and integration frameworks
• Handle complex platform-level bug fixes and participate in incident remediation for foundational systems
• Write comprehensive tests for platform components and ensure high reliability standards
• Implement secure coding practices with focus on enterprise-grade security and compliance
• Contribute to technical specifications for platform APIs and service interfaces
• Implement solutions for complex integration challenges between systems and external partners
• Design and build reusable platform components that serve multiple applications
• Identify and address performance bottlenecks in platform services
• Work with data modeling, master data management, and enterprise data governance
• Implement canonical source-of-truth data systems and ensure data integrity
• Contribute to service-oriented architecture patterns and microservices design
• Support cloud-native architectures and infrastructure-as-code principles
• Work closely with application engineering teams to understand platform requirements
• Provide technical guidance on platform service adoption and best practices
• Collaborate with security and compliance teams on regulatory requirements

Solutions Engineer

• Proactively engage clients and prospective clients, led by online meetings, telephone, and email, to drive sales agendas and support the adviser-client’s full engagement health
• Profile prospective clients, take copious notes, and identify opportunities for engagement and follow up on leads from marketing campaigns, and maintain contacts in Salesforce
• Assist in responses to RFPs by maintaining relevant information and collaborating with internal teams
• Perform market research by identifying trends, competitors, and key accounts, and relaying articles of value to the sales team
• Maintain sales collateral and marketing material for team distribution
• Other duties may be assigned

Internal Solutions Consultant

Strategy

• Support the strategic planning process to development of vision, mission, and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams.
• Partner with the VP, Corporate Strategy, to develop and refresh the 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.
• Partner with senior leaders to identify, refine, and prioritize the firm’s highest-impact strategic and growth initiatives.
• 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.
• 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, directly to the senior leadership team.
• Analyze and communicate how industry news and trends affect AssetMark.

Director, Corporate Strategy

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.