Provide phone based support to inbound inquiries and requests Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform Follow up and ownership of requests to provide reliable support Serve advisors in a way that ge

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

Develop Strategic design and implementation approach for testing Strategy that effectively builds scale and leverages industry best practices for large and complex projects/programs. Oversee all tactical aspects of the QA lifecycle (resource allocation and expense management, process refinement, troubleshooting, implementation of tools, and test planning/execution), escal

Perform quality control reviews of the Custody Operations activities and procedure documentation Oversee, own and be able to perform at least one core custody operations process; to include training, workflow management, procedure documentation and measuring KPI metrics Responsible for achieving all KPI metrics and ensuring SLA's are met for a core custody operations proc

Ownership of defining, documenting, and operating overall data strategy, including schema definitions, system contracts, security, compliance, and SLAs Evangelize data strategy among stakeholders such as business users and various data teams through design, documentation, review, and cross team negotiations to support strategic business and technology goals Build and lead

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

Develop and execute all aspects of the company's marketing and brand development Manage all marketing facets digital channels, digital advertising, email, social media, messaging and story development, copywriting, website design, public relations, partnerships and collaborations, and other areas to be determined by you Drive customer acquisition and retention through inn

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 solutions in alignment with AssetMark's strategic vision and comprehensive data strategies. Manage the day to day tactical operations of the operations intelligence team. Understands our da

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

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 gather feedback from current partners and prospective partners Interact with various areas of the organization to communicate, explain, and advocate product plans Develop expert level kno

Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory Identify individual objectives, circumstances, and needs of the advisor's business, and their client base, and work with the advisor to evaluate potential solutions Influence, persuade, and educate advisors on the key benefits of

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