AssetMark’s Operations and Service strategy is focused on creating loyal advisors by delivering enhanced capability, reliability, speed, and deep relationships. To achieve aggressive growth targets, we must develop scale while continuing to strengthen our service delivery. AssetMark will partner with various financial, operational and technology firms to deliver the capabilities and productivity required to serve its customers competitively. The Vendor Analyst will support managing existing strategic operating relationships including managing capabilities, performance, results, and operating scale.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ.
Responsibilities:
Provide daily oversight and secondary review on execution of key vendor tasks including business process optimization activities
Manage a set of key strategic vendor relationships to meet the strategic objectives for each program and develop future capabilities
Partner with suppliers to drive process standardization, cost efficiencies, and service level performance
Serve as the single point of contact for processing escalations from subject vendors
Track costs, customer communications, and customer experiences for each strategic vendor relationship
Execute regular audits and reviews on a periodic basis to ensure vendors are meeting key performance standards including SLAs, accuracy, issue resolution, and timely responses.
Track key metrics for supplier scorecards and report on trends, productivity and corrective actions, and new initiatives.
Recommend actions to maximize process effectiveness based on regular process and performance analysis.
Engage with Business Partners on improving processes, updating procedures, identifying defect trends, reducing not in good order (NIGO) items, and improving overall accuracy.
Work closely with Platinum and Gold Service leaders to ensure the operations experience for these Advisors is creating and driving strong NPS (loyalty) scores.
Knowledge, Skills, and Abilities:
Proven skills executing secondary audits and overseeing the accurate and timely execution of work
Proven record of continuous improvement and operational excellence
Demonstrated execution focus and results orientation
Proven facilitative leadership skills
Proven ability to build and maintain strong relationships with customers
Assertive problem-solver and collaborator willing to make clear and compelling cases with vendors and with business leaders
Excellent communicator at all levels with the ability to educate, interface, and influence
Data driven, process mindset, and analytical
Proven problem-solving skills
Why AssetMark?
We live by our values: Heart, Integrity, Respect, and Excellence. You’ll be part of a high-performing team that invests in your growth, challenges you daily, and rewards top performers with career advancement.
If you're looking for a challenging yet highly rewarding role in the financial industry, this could be the opportunity you’ve been waiting for.
Location:
Phoenix, AZ (hybrid in-office 3 days a week on T/W/Th)
Compensation:
The total compensation for this role includes Base Salary plus a variable incentive compensation target (“VIC”), as detailed below.
The Base Salary range for candidates is $60,000-$70,000
Annualized VIC of 10% (10% of annual salary)
The actual payment of the VIC is not guaranteed and will be based on performance to clearly stated goals and manager discretion. This information also 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.
We also 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.
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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.