Jobs at AssetMark

Analyze advisor conversations, sales interactions, and market trends to produce actionable intelligence for Sales Leadership. Leverage Gong AI, Salesforce, CRM Analytics, ChatGPT, and BI tools to identify opportunities, assess sales execution, deliver executive reporting, and partner cross-functionally to improve coaching, strategy, and commercial performance.

Lead and grow a multi-squad frontend team focused on enrollment and servicing UIs. Combine hands-on (~40%) coding with people development, product partnership, design system and frontend architecture ownership, and delivery of a high-impact commercial roadmap. Help build a Global Capability Center in Hyderabad and maintain high standards for performance, accessibility, and UX.

As a Senior Financial Planner, you will provide expert financial planning services to advisors and clients, developing comprehensive plans in areas such as investments, retirement, and estate planning.

Lead strategy, execution, and measurement for Advisor Programs by coordinating marketing, operations, reporting, vendors, and cross-functional teams. Design KPIs and reporting, create and deliver program content, identify improvements, consult with advisors, and drive program growth and adoption.

Lead enterprise strategy development and execution, partner with the CEO and senior leaders to prioritize growth initiatives, perform rigorous analysis and market/competitive intelligence, facilitate strategy-setting and scenario planning, drive cross-functional alignment, and communicate strategy across the organization.

Lead territory sales to financial advisors, promoting AssetMarks wealth management platform. Support advisor onboarding and presentations, manage pipeline with CRM, evaluate advisor needs, and travel to offices and industry events to grow platform distribution.

Business Consultants assess and improve business performance for AssetMark advisors, providing guidance on various operational aspects while ensuring client satisfaction and relationship management.