Transfer Specialist
Phoenix, AZ
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice manag...

Wealth Services Specialist
Chicago, IL
Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve p...

Internal Relationship Manager
Charlotte, NC
Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms D...

Sales Consultant Specialist
Chicago, IL; Encino, CA; Phoenix, AZ
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...

Engagement Consultant
Chicago, IL; Encino, CA; Phoenix, AZ
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 producti...

Fund Compliance Specialist
Concord, CA
Support the development and implementation of the Funds compliance program, collaborating with other departments at AssetMark as well as vendors, outside counsel and sub advisors to the...

Senior Product Manager, Wealth Management Solutions
Concord, CA; Encino, CA; Phoenix, AZ
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...

Email Marketing Specialist
Concord, CA
Develop and execute end to end email marketing campaigns, encompassing conceptualization, design, segmentation, and deployment Assist in the creation and implementation of personalized e...

Devops Engineer
Austin, TX
Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions, using financial education, complex calculations, and deep personalizatio...

SQL Data Transformation Developer
Charlotte, NC
Design, develop, and optimize SQL queries and stored procedures for data extraction, transformation, and loading (ETL) processes. Collaborate with data analysts and other stakeholders to...

Director, Portfolio Execution, PMO
Concord, CA
Provide oversight and leadership for the project portfolio to execute corporate initiatives while maximizing value and return on investment. Collaborate with cross functional departments...

Product Manager
Charlotte, NC
Product Management Strategic Planning and longer term trend forecasting Roadmap preparation and validation Research market trends and develop knowledge of pertinent issues, work with and...

Senior Manager, Strategic Partnerships
Concord, CA
Lead the strategic partnerships program for platform investment solutions providers with a keen focus on maximizing the existing business relationship and identifying new opportunities t...

Quality Assurance Lead
Atlanta, GA
Develop Strategic design and implementation approach for testing Strategy that effectively builds scale and leverages industry best practices for large and complex projects/programs. Ove...

Lead Software Engineer
Phoenix, AZ
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 accomm...