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 competitive intelligence in the advisory business, understand the competitive landscape in TAMP and BDs

Provide oversight and leadership for the project portfolio to execute corporate initiatives while maximizing value and return on investment. Collaborate with cross functional departments to manage and optimize enterprise wide project capacity, resource allocation and utilization, and project launch sequencing based on business priorities and timelines. Drive the developme

Acts as the liaison between IT and business stakeholders during analysis, requirements definition and design activities for fresh solutions and/or integration projects Collaborates with business stakeholders to facilitate and document business requirements, use casesandfunctional specifications. Provides strategic advice for business processes and solutions. Gains a holis

Accountable for the acquisition of new institutional relationships and by extension, New Producing Advisors from established institutional firms through the deep engagement of executives and C Suite leaders Identify and elevate the new relationships between AssetMark and institutional firms Deepen the organization's relationship with new institutional clients by developin

Essential functions of the position include, but are not limited to Work in a highly collaborative team environment following the Agile methodology to assist other department personnel in the successful accomplishment of strategic and divisional objectives. Take the necessary steps to ensure our customers' needs are met to the maximum extent possible in an accurate and ti

Facilitates the day to day activities and ceremonies of multiple teams within a Scrum environment, including daily standups, backlog grooming and refinement, sprint planning, demos, and retrospectives. Works closely with the Product Owner(s) in their effort to manage, groom and refine, and prioritize the backlog while facilitating a positive team dynamic and alignment reg

Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve products and sales materials and collateral Other duties as assigned Knowledge, Skills, and Abilities Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insu

Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions, using financial education, complex calculations, and deep personalization as a basis for client engagement. Our clients include many of the world's leading banks, private banks, wealth management firms, life and annuity companies, and employee benefit provider

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

Design, Code, debug and Develop batch oriented file processing & application development. Document key SDLC processes by producing formal documents like Solution Architecture Document Technical System Design Specifications, etc. Software analysis, code analysis, requirements analysis, software review, identification of code metrics, system risk analysis, software reliabil

Design, Code, debug and Develop batch oriented file processing & application development. Document key SDLC processes by producing formal documents like Solution Architecture Document Technical System Design Specifications, etc. Software analysis, code analysis, requirements analysis, software review, identification of code metrics, system risk analysis, software reliabil

Administer all aspects of monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc Prepare daily 3rd party custodian fee account reconciliation Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments Perform daily peer review/QC of billing maintenance requests Perform daily bil