• Job Description

  Req#: Req-002598

  Job Description:

  AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

  The Job/What You'll Do:

  The Project Coordinator will lead the onboarding experience for advisor’s transitioning their practice ($5MM-$25MM) to AssetMark. This leader will work closely with the financial advisor, their staff, and the AssetMark relationship consulting team (sales/service/business consulting) to understand the client’s requirements, define the client’s operating model with AssetMark, coordinate all aspects of the conversion to AssetMark, and ensure a consistent and successful transition onto the AssetMark platform. Among other important priorities, the Project Coordinator will ensure the committed assets are realized by AssetMark, that issues are identified and solved quickly, and that we create an extraordinary and positive experience for the financial advisor and their staff. The successful candidate will have excellent relationship and communication skills and the ability to solve analytical issues and bring the power of the platform to the transitioning practice to achieve that advisor’s goals and objectives. A successful candidate has keen awareness of AssetMark’s operating model, the AssetMark advisor and client experience, industry trends, and best practices for book-level transitions.

  We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ, Concord, CA or Chicago, IL.

  Responsibilities:

  • Lead and own the onboarding experience for large clients that require cross-functional orchestration
  • Be persuasive and effective in winning a high rate of Transitions from potential opportunities
  • Develop a deep understanding of AssetMark’s affiliation models, agreement structure, products, service and operations model, and custodial capabilities and services.
  • Perform diligence to understand needs, provide details on how the AssetMark platform functions and predict any operating challenges for prospective clients.
  • Define the optimal client operating model at AssetMark, including a custody onboarding strategy and a client tailored implementation plan.
  • Identify and coordinate the execution of any needed accommodations to the AssetMark operating model
  • Discover and develop business cases for new capabilities and services to ensure AssetMark’s transition capabilities are competitive in the industry.
  • Lead a backlog grooming process that identifies transition opportunities and defines the best fit client experience for all opportunities based upon the resources available.
  • Monitors transitions to provide transparency, momentum and addresses roadblocks.

  Knowledge, Skills Abilities:

  • Excellent qualitative, quantitative and analytical skills, along with the ability to apply those skills across a variety of business processes.
  • Experience working in cross-functional teams in a variety of roles bringing strong facilitative leadership to projects and processes.
  • Ability to collect, analyze, interpret, report and communicate data effectively.
  • Excellent oral and written communication skills

  Education & Experience:

  • Bachelor’s Degree
  • 5+ years of Financial Advisory Industry experience.
  • 2+ years in a direct relationship facing role with clients.
  • Project Management experience
  • Custody and Operations experience
  • Previous management experience

  Compensation: The Base Salary range for this position is between $65,000-$75,000.

  This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

  Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

  #LI-DNP

  Who We Are & What We Offer:

  AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

  AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/Sick Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, Vision – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

  As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

• About the company

  AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.

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