Senior Manager, Lending Product Strategy and Management
Concord, CA
Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qu...

VP, Head of Retirement Services Sales & Strategy
Encino, CA
for this role include, but are not limited to Develop and implement an actionable go to market strategy that consistently meets sales, client retention and revenue goals Develop and lead...

Retirement Sales Consultant
Chicago, IL; Encino, CA
Educate, advise, and consult with advisors, acting as a subject matter expert on our retirement offerings including 401(k), Pooled Employer Plan, 403(b), 457 plans Promote growth in sale...

Business Intelligence Lead
Phoenix, AZ
Lead and manage members of the Operations Intelligence team, overseeing cross functional collaboration with Operations, Service, IT, and other business units to formulate advanced data s...

Senior Project Manager
Concord, CA; Phoenix, AZ
Provide project management leadership and execution for assigned large initiatives greater than $2M that maximize value and return on investment. Manage development and implementation of...

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...

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...