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.
Position Summary:
The Project Coordinator II will lead the onboarding experience for advisors’ 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, or Concord, CA
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.
Identify and coordinate the execution of any accommodation needed to the AssetMark operating model
Lead a backlog grooming process that identifies transition opportunities and defines the best fit client experience for all opportunities based upon the resources available.
Required Qualifications:
Bachelor’s Degree
5+ years of Financial Advisory Industry experience.
3+ years in a direct relationship facing role with clients.
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.
Perform diligence to understand needs, provide details on how the AssetMark platform functions and predict any operating challenges for prospective clients.
Preferred Qualifications:
Project Management experience
Custody and Operations experience
Previous management experience
Compensation: The Base Salary range for this position is between $70,000-$80,000.
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.
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Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and 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.