Administer all aspects of monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc Prepare daily 3rd party custodian fee account reconciliation Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments Perform daily peer review/QC of billing maintenance requests Perform daily bil

Generate and run financial reports for the sales team Maintenance and administration tasks within Salesforce.com Order marketing materials for advisors, prospective advisors, and sales team Work through call campaigns to fill conferences, webinars, and regional events when needed Work collaboratively with other departments in order to complete assigned tasks Provide back

Acts as the liaison between IT and business stakeholders during analysis, requirements definition and design activities for fresh solutions and/or integration projects Collaborates with business stakeholders to facilitate and document business requirements, use casesandfunctional specifications. Provides strategic advice for business processes and solutions. Gains a holis

Design, Code, debug and Develop batch oriented file processing & application development. Document key SDLC processes by producing formal documents like Solution Architecture Document Technical System Design Specifications, etc. Software analysis, code analysis, requirements analysis, software review, identification of code metrics, system risk analysis, software reliabil

Provide oversight and leadership for the project portfolio to execute corporate initiatives while maximizing value and return on investment. Collaborate with cross functional departments to manage and optimize enterprise wide project capacity, resource allocation and utilization, and project launch sequencing based on business priorities and timelines. Drive the developme

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 accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

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 Funds. Assist in the ongoing implementation and execution of the Funds' risk assessment and testing program, including conducting compliance testing; evaluating, documenting and presenting

Product Owner managing the Product Backlog in support of business priorities Write user stories, features, and epics Participate in Agile team ceremonies and remove blockers related to functional issues, prioritization and clarification of requirements Develop product related deliverables such as Product Briefs, Business Requirements documents, experience workflows, etc.

Lead the strategic partnerships program for platform investment solutions providers with a keen focus on maximizing the existing business relationship and identifying new opportunities that are mutually beneficial Create comprehensive business plans with strategic partners and implement them by collaborating with cross functional teams that support the program's services

Identify and target large enterprise level companies as potential clients Develop and execute sales strategies to acquire new accounts and expand existing relationships Build strong, long lasting relationships with key decision makers within enterprise clients Achieve and exceed sales quotas and revenue targets Build strong, long lasting relationships with key decision ma

Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development Develop subject matter expertise in lending business, understand the competitive landscape and offerings in terms of lending product trends

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 help drive the assessment of new and enhanced platform offerings including UMA, Rep As Strategist, Rep As PM, Tax Management Services, Direct Indexing, Unified Managed Household, Annuitie

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 sales production with the existing advisor base by proactively calling advisors to identify advisor needs and opportunities Cultivate an ongoing consultative relationship with top advisors and

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 a sales team charged with driving new advisor adoption and increasing existing advisor share of wallet through proactive outreach and consultative selling to meet or exceed annual producti

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 business requirements, technical design, coding, testing plans, and production roll out in an iterative development environment per project charter document. Create and manage schedules,