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

Design, develop, and optimize SQL queries and stored procedures for data extraction, transformation, and loading (ETL) processes. Collaborate with data analysts and other stakeholders to understand data requirements and translate them into efficient SQL solutions. Implement and maintain data pipelines for data integration from various sources into our data warehouse. Deve

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

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

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

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

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

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

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

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

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

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

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

Product Strategy and Roadmap Develop and execute a strategic product roadmap supported by compelling business cases that align with the organization's goals, market trends, and competitive landscape. Identify market opportunities, assess client needs, and drive the development of innovative investment products. Product Development and Enhancement Lead the product developm

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.