AssetMark jobs - 141 jobs

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. This Developer Intern will work on a small and collaborative team. They will work to deliver key pieces of functionality for one or more statistical model built for sales enablement at AssetMark. During this assignment, the Developer Intern will have an opportunity to work on all aspects of the data model (Statistical Model, Python & R code, Azure Data Fabrics and Azure Data bricks). This Developer Intern will be working under the direction of a seasoned Sr Software Engineer or a Director of engineering (individual Contributor) role, that specializes in data initiatives. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Responsibilities: Contributes to the completion of project deliverables and is accountable for the development, quality assurance, and support of the solution they deliver Follows business requirements, implements a set of specifications by coding, compiling and testing the application Work closely with the development team and business analysts to ensure code quality, accuracy and correct business solutions have been developed Develop unit test cases/criteria to verify all functionality is working correctly Knowledge, Skills, Abilities: Knowledge of statistical models including KNN classification, Bayesian algorithms etc Knowledge of Object-oriented Design and Analysis (OOA and OOD) Working knowledge of Python / R languages Familiarity with data integration and transformation tools including but not limited to Fivetran, Snowflake, and dbt. Exposure to Jupyter Notebooks, Azure Data bricks and Azure Data Fabric is a plus Working knowledge of PowerBI is a plus. Exposure to the Azure cloud platform and its core services. Familiarity with Azure GIT Repos and branching mechanism. Familiarity with iterative development methodologies. Excellent communication skills, both verbal and written Excellent analytical and problem-solving abilities Ability to adapt and learn new technologies quickly Financial Services industry knowledge Education & Experience: Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Information Technology, or a related technical field 1-2 years of programming experience through coursework, academic projects, or relevant hands-on experience Strong academic standing with a minimum GPA of 3.0 on a 4.0 scale Internship Details: Hourly wage: $25.00 per hour Internship Duration: June 8th - August 14th Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-TN1 #LI-hybrid 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.

The Job/What You'll Do: The Director, Strategic Accounts is an external leadership role leading the team of Senior Strategic Account Managers, overseeing AssetMark's largest and most complex strategic relationships. Your self-starting personality will be a seamless fit in our empowering environment as you drive results to maintain and strengthen our core strategic partner relationships. We will rely on your ability to work autonomously and to develop viable, strategic and tactical plans designed to support AssetMark's Corporate strategy. This is a crucial and highly visible role in which your collaboration, communication, organization, results orientation, strategic mind and competitive drive will allow you to generate significant results. Responsibilities: Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards Model a culture of accountability, collaboration, and continuous improvement Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation Thoroughly understand strategic partners' overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark's goals Plan development focusing on key strategic initiatives to meet AssetMark's revenue growth, to reach prescribed sales targets, and growth metrics Identify key advisors within existing firms to exert influence and advocacy with key advisory executives Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence. Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark's positioning and identify areas of differentiation Frequent travel is necessary to meet responsibilities Knowledge, Skills, and Abilities: Capacity to navigate complex relationships with multiple stakeholders Personable with excellent communication skills, including comfort with public speaking Strong time management/organizational skills Education & Experience: Bachelor's Degree or equivalent experience Minimum five years of sales experience 10+ years working in a relationship management/business development role with financial services firms (broker/dealers preferred) 5-7 years of prior people management experience with coaching, mentorship, and developing staff Advanced technical knowledge with Salesforce.com and other CRMs is preferred FINRA Series 63 or 65 FINRA Series 7 is preferred Compensation: The Base Salary range for this position is between $190,000-$215,000. 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-CR1 #LI-hybrid 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.

In the Predictive Analytics AI group, we build data-driven, highly distributed machine learning systems. Our engineers and researchers are responsible for architecting and developing these ML services end-to-end overcoming unique challenges that involve building systems that have high throughput availability, consistency, and low latency. The Predictive Analytics AI Group is the central group in Moody's Analytics comprising of researchers and engineers working together to build data-driven customer-facing products, as well as the necessary infrastructure to support the ML services following the industry leading practices. The group has worked on and built some award-winning AI products like Compliance Catalyst, Adverse Media Monitoring, Coronapulse, Quiqspread, News Edge 2.0, ESG and has participated in various internal automation initiatives. The group also regularly publish and present their work in top-tier academic and industry conferences. We have a flexible work environment and allow remote work depending on one's personal choice. Broadly, we are looking for colleagues who are passionate about: Natural language processing Information retrieval Information extraction Graph Neural Networks Recommender systems Knowledge graphs Explainable AI We'll trust you to: Collaborate with colleagues on production systems and applications Design, experiment, and evaluate algorithms as well as models using PyTorch, scikit-learn, Tensorflow, HuggingFace Work on POCs and research prototypes Provide thought leadership in machine learning Represent Moody's Analytics at scientific and industry conferences Lead collaboration with colleagues and academia to publish research findings in leading academic venues such as ACL, EMNLP, NAACL-HLT, AAAI, KDD, CIKM, SIGIR, ECIR You'll need to have: Ph.D. in CS, ML, Math, Statistics, Engineering, Quant, or relevant industry experience. Publication record in top-tier academic conferences and journals Proficiency in modern programming languages such as Python Proficiency in leading research projects Nice to have: Experience with MLOPs technologies and workflows Experience in working with engineering teams on taking research prototypes to production

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * Securities Trade Monitoring: Two to four years of experience in employee trade surveillance to administer trading policies, manage restricted lists, and use compliance monitoring platforms * Data Analysis & Investigation: Required are strong analytical skills, including Excel (formulas, pivots), to review trade data, investigate potential exceptions, and generate reports for management * Communication & Advisory: Required are strong written and verbal communication skills to provide clear guidance to employees on the trading program and respond effectively to queries * Organization & Initiative: Required are excellent organizational skills and the ability to work independently to manage multiple tasks and meet tight deadlines in a fast-paced environment * AI Awareness: Desired is a basic understanding of AI concepts and enthusiasm for learning how AI tools can be used to drive process efficiency and improve surveillance techniques. Education Bachelor's degree is required, advance degree is a plus Responsibilities Administer Moody's global securities trading program, monitoring employee trades to prevent conflicts of interest and ensure policy compliance. * Participate in all aspects of the day-to-day operations of the Securities Trade Monitoring Unit * Provide oversight and maintenance of employee securities trading classifications, restricted lists, and exempted securities in the FIS Protegent ECM platform * Research securities, such as global equities, bonds, and mutual funds, for assignment to restricted lists * Manage daily monitoring of employee trades, including pre & post trade clearance, statement review, and account maintenance * Maintain books and records relating to the Securities Trade Monitoring Unit * Identify and conduct investigations for potential exceptions * Analyze data to generate ongoing reviews and reports * Respond to queries from employees * Provide advice and guidance to monitored employees and Compliance teams related to the Moody's Securities Trading Program About The Team The Compliance Securities Trade Monitoring Unit is responsible for administering Moody's Securities Trading Program across Moody's globally. By joining our team, you will be part of exciting work in the Compliance team, working alongside a best-in-class team of professionals. For US-based roles only: the anticipated hiring base salary range for this position is $82,400.00 - $119,450.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

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: AssetMark is seeking a Data Steward to support data governance activities and ensure the quality, integrity, and security of organizational data. In this role, you will monitor data quality metrics, maintain data documentation, and support compliance monitoring. You will work closely with business, product, and engineering stakeholders to resolve data-related issues and support the implementation of governance policies and procedures. 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: Charlotte, NC or Phoenix, AZ. Responsibilities: Support data governance activities by following established procedures and participating in governance committees. Monitor data quality metrics, implement corrective actions, and maintain data documentation, including glossaries and lineage. Assist with compliance monitoring, audit requirements, and documentation of stewardship activities. Provide guidance to business users on governance practices and support user adoption initiatives. Collaborate with business users to resolve data-related issues and validate business rules and data requirements. Execute governance processes and procedures consistently, supporting project coordination and stakeholder communication. Knowledge, Skills, Abilities: Solid understanding of data governance principles, data quality management, and compliance requirements. Must have strong business and data analysis skills and be able to understand and document complex business processes. Advanced Microsoft Excel skills with ability to analyze datasets and problem-solve. Experience monitoring data quality and maintaining documentation. Experience in writing queries with varying architecture in SQL and SQL Server 2008 R2. Strong communication, analytical, and organizational skills. Ability to work collaboratively with business and technical teams. Familiarity with data governance tools and technologies. Must be comfortable in a fast-paced, demanding and dynamic work environment. Education & Experience: Bachelor's degree in a relevant field (e.g., Business, Data Science, Computer Science) or equivalent experience. 2+ years of experience in data stewardship, data governance, or related roles. Experience supporting data governance processes and compliance initiatives. 1+ years of relevant business experience working in the financial services industry is a plus. Compensation: The Base Salary range for this position is between $91,000-$112,000. 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-hybrid #LI-TN1 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.

We are seeking a seasoned and strategic Senior Portfolio Trader to join our Trade Operations team. In this role, you will lead complex trade scenarios, drive scalable process improvements, and serve as a key partner across investment, operations, and client-facing teams. You will be responsible for overseeing portfolio level trade generation, ensuring alignment with client mandates, model strategies, tax optimization, and drift guidelines. This role demands both deep technical expertise and operational oversight, with a focus on scalability, accuracy, and exceptional client outcomes. The ideal candidate combines advanced portfolio management knowledge with a passion for solving complex problems, streamlining workflows, and driving innovation. This is an exceptional opportunity for professionals who thrive in a collaborative, fast-paced environment and are committed to elevating client experience through thoughtful, data-driven trading strategies. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our Charlotte, North Carolina office. Responsibilities: Oversee trade process controls for reasons such as portfolio drift, model changes, tax optimization, cash management, sleeve allocation changes, and client directed activities Own high-impact bulk trading events such as dollar cost averaging, scheduled withdrawals, tax harvest, corporate action model updates and trades tied to ad-hoc client requests. Serve as primary trading representative and subject matter expert in cross-functional collaboration with internal teams such as investment program group and trade executions to ensure accurate and efficient trading Respond to escalations regarding portfolio management inquiries, impact evaluation, and recommendations that ensure alignment with portfolio guidelines and operational feasibility Identify and implement improvements in trade generation processes, oversight mechanisms, and reporting structures to enhance efficiency and control. Lead training initiatives for both onshore and offshore teams to ensure consistent understanding of process changes and trading workflows Play a key role in projects aimed at optimizing portfolio outcomes, scaling operational capabilities, and improving client experience Collaborate with internal stakeholders to improve data accuracy, reduce manual dependencies, and streamline trade-related operations. Conduct process reviews to ensure data integrity, identify root causes of trade discrepancies, and escalate unresolved issues to leadership for remediation Influence platform development through participation in UAT, feedback, and validations Responsible for development of test scripts and oversight over execution of user acceptance testing to validate new processes, system enhancements, or rule changes tied to trade generation lifecycle. Collect and evaluate data metrics to show alignment with team objectives and deliverables, support decision making, and identify process inefficiencies or areas lacking control. Create and deliver weekly and quarterly reporting metrics utilizing dashboards and visual summaries that translate complex trading and portfolio management topics into clear, digestible insights for stakeholders. Update and create SOPs to ensure accuracy, clarity, and alignment with current workflows Design and refine process maps to uncover inefficiencies, identify improvement opportunities, and simplify complex workflows for broader stakeholder understanding Facilitate team discussions to surface and mitigate high-risk issues, serving as immediate escalation point for daily operational challenges Required Qualifications: Bachelor's degree, preferably in Finance, Economics, or related fields 5+ Years of experience in portfolio management, investment operations, or similar role within financial services Effective written and verbal communication skills; comfortable explaining trade rationale to non-technical stakeholders. Excellent attention to detail and analytical thinking, with the ability to connect trading logic to portfolio outcomes. Demonstrated expertise in portfolio construction concepts, investment strategies, and risk management principles. Proven ability to manage competing priorities in a high-volume, high-risk environment Ability to work autonomously in a fast-paced environment, exercising independent judgement while collaborating with others. Experience with large scale trading or portfolio platforms (Vestmark, InvestCloud, Aladdin, or similar) Preferred Qualifications: Familiarity with Salesforce application Advanced Excel and data analysis skills; exposure to SQL a plus Familiarity with process mapping for optimization and gap analysis Compensation: The Base Salary range for this position is between $80,000-$95,000. 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-hybrid #LI-TE 1 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.

Loading job Back to Search Results Previous Opportunity Next Opportunity Client Service Associate - PortfolioCenter Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Client Service Associate - Portfolio Center to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Client Service Associate - Portfolio Center will interact with internal and external clients to provide client service with demonstrable PortfolioCenter product knowledge while being able to work both independently as well as closely with the team. Job Responsibilities: * Responsible for daily phone and/or email coverage. * Provide support to clients regarding product functionality. * Communicate and document Service Request status to advisors on a timely basis. * Address and respond to internal inquiries regarding client accounts * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Bachelor's degree in business, finance, or related field of study. * Experience with wealth management or investments preferred. * Well-developed organizational skills, with attention to detail * Ability to prioritize and maintain multiple client requests. * Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm's products, policies, and procedures. * Commitment to maintain professional demeanor and courtesy. * Commitment to provide positive client experience and reinforce the firm's image as a premier financial services provider. * Effective and concise verbal and written communicator. * Fast learner with the ability to learn new technology, platforms. * Tech savvy and proficient in the Microsoft Suite of products including Word, Excel, and Outlook Preferred Qualifications: * MS SQL expertise Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-LM1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

The Job/What You'll Do: The Technology Procurement Manager will lead the development and execution of category strategies for technology spend - including software, hardware, cloud services, and IT professional services. Partnering with our Product Engineering team, this role is responsible for shaping the company's approach to technology sourcing, vendor management, and cost optimization while enabling innovation and business growth. The successful candidate will be a strategic thinker with deep expertise in IT procurement, supplier relationship management, and cross-functional collaboration. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in either Charlotte, NC or Phoenix, AZ. Responsibilities: Category Strategy Development: Develop and own the end-to-end category strategy for technology spend, including software (SaaS, enterprise applications), hardware, telecom, and cloud services, that ensures alignment with enterprise priorities Develop and conduct comprehensive spend analysis, market assessments, and risk evaluations to identify sourcing opportunities and efficiencies Define and build short- and long-term category roadmaps aligned with business and Product Engineering objectives Strategic Sourcing & Procurement Execution: Lead and execute RFx processes, contract negotiations, and supplier selection in collaboration with Legal, Finance, and Product Engineering Translate business needs into sourcing strategies that drive value, innovation, and risk mitigation while ensuring compliance with company policies and regulatory requirements Supplier Relationship & Performance Management: Develop and manage strategic supplier partnerships to drive continuous improvement and innovation Monitor supplier performance and service delivery against contractual obligations and KPIs Lead regular business reviews, manage escalations, oversee renewals, and support supplier rationalization efforts Financial & Operational Excellence: Deliver measurable savings, total cost of ownership (TCO) improvements, and operational efficiencies Track, analyze, and report procurement metrics, category performance, and savings realization in collaboration with Finance Other duties as assigned Knowledge, Skills, and Abilities: Proven experience in building and executing a category strategy for a newly defined category Excellent stakeholder engagement and communication skills, with the ability to build trust and influence at all organizational levels Strong negotiation, contract management, and supplier relationship management skills Understanding of IT markets, including AI, cloud, software licensing, and managed services undefined Education & Experience: 5-8 years of experience in the field Bachelor's Degree in Business, Supply Chain, Information Technology, or a related field required Master's degree or MBA preferred Compensation: The Base Salary range for this position is between $115,000-$125,000. 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-CR1 #LI-hybrid 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.

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. This Developer, Platform Engineering Intern, will work on a small and collaborative team. They will work to deliver key pieces of functionality for one or more products on the platform services. During this assignment, the Developer Intern will have an opportunity to work on all aspects of software development, including but not limited to Design, Develop, and Deployment. This Developer Intern will be working under the direction of a seasoned Sr Software Engineer or a Director of Engineering (individual Contributor) role, that specializes in various aspects of API development. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Responsibilities: Contributes to the completion of project deliverables and is accountable for the development, quality assurance, and support of the solution they deliver Follows business requirements, implements a set of specifications by coding, compiling and testing the application Work closely with the development team and business analysts to ensure code quality, accuracy and correct business solutions have been developed Develop unit test cases/criteria to verify all functionality is working correctly Knowledge, Skills, Abilities: Knowledge of Object-oriented Design and Analysis (OOA and OOD) Working knowledge of Python / C# / JSON Exposure to backend database technologies such as MS SQL Server, Azure SQL, PostgreSQL, and Cosmos DB. Familiarity with IDE tools such as Familiarity with the Azure cloud computing environment and its foundational components. Familiarity with Azure GIT Repos and branching mechanism. Familiarity with iterative development methodologies. Hands-on experience with leading AI-assisted coding tools like Claude, Copilot, and related platforms. Excellent communication skills, both verbal and written Excellent analytical and problem-solving abilities Ability to adapt and learn new technologies quickly Financial Services industry knowledge Education & Experience: Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Information Technology, or a related technical field 1-2 years of programming experience through coursework, academic projects, or relevant hands-on experience Strong academic standing with a minimum GPA of 3.0 on a 4.0 scale Internship Details: Hourly wage: $25.00 per hour Internship Duration: June 8th - August 14th Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-TN1 #LI-hybrid 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.

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients. We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We're seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform's subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows. 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: Charlotte, NC or Concord, CA. Responsibilities: Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth. Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings. Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events. Gain insights into advisors' businesses, clients, and challenges to recommend tailored solutions that address their specific needs. Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space. Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages. Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Knowledge, Skills, Abilities: Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals. Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients. Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients. Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Education & Experience: 5+ years of experience in field preferred CFA or CAIA Certification Preferred (or currently enrolled). Series 65? Active License Bachelors Degree in Finance, Economics or similar and/or equivalent job experience undefined Compensation: The Base Salary range for this position is between $175,000-$200,000. 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-hybrid #LI-TE 1 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.

Senior DevOps & MLOps Engineer @ Moody's [IMMEDIATE FILL]Do you have a healthy disregard for the status quo? Does scaling from zero to thousands get you excited?? Check this out.. We are in search of a self-motivated and versatile Senior DevOps & MLOps Engineer with the ability to work in an energetic and interactive environment. You must be a self-starter with a passion for crafting innovative software solutions. You will regularly learn and implement new technologies, and play an active role in developing, proving out, and (re)assessment of existing architectures. JOB RESPONSIBILITIES Deployment and productionisation or machine learning model applications in production. Design and develop reusable Terraform and Ansible modules. Lead the team in various aspects around stability, application delivery, and availability . Maintain a strong security awareness through frequent assessments and software architecture design processes. Influence technology selection, software architecture design, security practices and implementation. JOB REQUIREMENTS Extensive experience in DevOps engineering, team management, and collaboration. Be ready, willing, and able to work in a fast-paced environment with a strong desire to run to trouble. Proficiency in shell scripting, python, and HCL. Knowledge and experience working with distributed systems. Extensive knowledge & experience with git, linux system administration, docker, and databases including elasticsearch and/or Postgres and/or MySQL. Kubernetes expert administrator with a security mindset. Capable of orchestrating service delivery across over 20 distributed kubernetes clusters. Extensive knowledge of cloud platforms such as AWS, Azure, or Google Cloud. Strong communication and problem-solving skills with the ability to discuss projects with colleagues who have little technical knowledge of devops techniques and tools. Ability to oversee and provide significant valuable input regarding infrastructure design and maintenance. INTERVIEW PROCESS Send us your resume, some deets on how you absolutely own kubernetes at scale, and a good joke (optional). Jump straight into a technical call with our Senior Systems Architect and maybe a lead or two for an hour or so. If you're happy and we can change the ML landscape with our bare hands let's talk about an offer! --- ABOUT MOODY'S ANALYTICS MACHINE LEARNING TEAM We are a team that creates and delivers machine learning models and applications for the financial services industry. At a high level, an example initiative is that we ingest millions of news articles and other various data sources and process the data through pipelines to produce results such as entity recognition, sentiment analysis, credit adversity, and more. Interested in machine learning? Take advantage of our growing team's collective knowledge and learn as you go. We fully embrace cross-training and continuous learning.

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * Basic understanding of Windows, Linux, or cloud environments * Interest in learning enterprise monitoring, automation, and IT operations * Strong problem-solving, teamwork, and communication skills * Curiosity, initiative, and a desire to learn from experienced engineers * Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use Nice to have: * Familiarity with tools like BMC Helix, Grafana, Dynatrace, or Datadog * Exposure to ITIL, APIs, or JSON/log analysis Education * Currently pursuing a Bachelor's degree in Computer Science, IT, or related field * Graduation date of December 2026 - June 2028 * Ability to work during program dates: June 1st - August 7th 2026 Responsibilities * Assist in monitoring daily operations using tools such as BMC Helix Operations Manager (BHOM), Dynatrace and SolarWinds * Help build dashboards, alerts, and reports that visualize system health and availability * Participate in troubleshooting and root-cause analysis for performance and availability issues * Support configuration reviews, testing, and documentation of monitoring processes * Learn scripting and automation basics (Python, PowerShell, or Bash) to streamline tasks * Collaborate with cross-functional teams (Network, Infrastructure, Automation and ServiceNow) You will learn: * The difference between monitoring and observability in modern IT operations * How enterprise tools integrate with ServiceNow and AIOps workflows * Techniques for alert tuning, dashboard design, and intelligent event management * Real-world skills in incident response, data visualization, and automation About the Program Join Moody's Enterprise Observability & Automation team as an Enterprise Monitoring Intern! In this role, you'll gain hands-on experience working with global monitoring systems that keep critical business services running 24x7. You'll collaborate with experienced engineers to support real-world operations, learn industry-leading tools, and help improve the visibility, reliability, and performance of enterprise systems. You'll work with a highly skilled, globally distributed team leading Moody's observability and automation initiatives. This is a unique opportunity to learn how enterprise monitoring drives uptime, automation, and business reliability-while gaining practical experience with the technologies shaping the future of IT operations. Moody's 10-week summer internship program is a premier opportunity for students to immerse themselves in a hands-on learning experience, guided by Moody's commitment to integrity, excellence, and insight. The program takes place each summer from June - August and positions are available for undergraduate and select graduate students. Internships are full-time, offering a comprehensive view of Moody's business and culture, and a chance to build professional and technical skills. Programmatic elements include networking, mentorship, leadership speaker series and volunteering events. Interns complete project work determined by their team that have real impact, fostering a sense of accomplishment and professional growth. Throughout the internship, participants receive mentorship from Moody's professionals, gaining insights into diverse career paths and cultivate a comprehensive understanding of the company. Networking events and workshops further enrich the experience, providing a platform for professional development and collaboration. As a Moody's intern, you will gain real-world experience, turn inputs into actions, and be integral part of the team. For US-based roles only: the anticipated hiring hourly range for this position is $1.00 - $4.00, depending on factors such as experience, education, level, skills, and location. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services. We are an integrated team of technologists, investment professionals, and operations experts working to keep our clients at the forefront of wealth management. We operate in the wealth management space-an industry with deeply complex workflows that desperately needs great product experience design. You'll have the opportunity to learn from experienced leaders while contributing to products that make a real difference in the lives of financial advisors and their clients. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Responsibilities: Broad mixed-methods user research experience Have worked on successful SaaS products, in addition to 0-1 product development Focus on customer needs and goals, scenarios, tasks flows Favor customer impact over perfect solutions Have interest and experience in product and market research, in addition to design research The Job/What You'll Do: Own the user research program and operations Work in partnership with Design, Product and Engineering leads to frame user problems, business opportunities Design research studies that address user and customer behavior Deeply understand our users, customers, products, market and business Facilitate stakeholder and customer feedback sessions, 1:1 interviews and focus groups Communicate insights and learnings to cross-functional partners and stakeholders Mentor product managers, designers and engineers on how to collaborate in product discovery Mature our processes and playbooks for research Education & Experience: 5+ years applied research experience for software design Educational background in human-computer interaction, computer science, psychology, anthropology or related field. Experience with both qualitative and quantitative User Research Experience with a broad range of research tools and frameworks, including, but not limited to: UserTesting, Maze, Qualtrics, Design Sprints, Jobs to be Done, etc. Preferred: Interactive Prototyping or Design experience, Financial Services experience, R and/or Python What We Offer: Direct, demonstrable impact to the business and customer Resources to tackle meaty problems and opportunities Compensation: The Base Salary range for this position is between $110,000-$132,000. 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-hybrid #LI-TN1 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.

Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. * Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. * Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. * Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… * You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. * You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. * You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. * You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… * High energy and enthusiasm with a natural passion for helping people * Flexibility and self-motivation * Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring * Eagerness to learn and build a career in financial services * Ability to deliver an outstanding customer experience * Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once * Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Title: Senior New Business Team Leader Join a Fast-Paced, High-Impact Team Driving Excellence in Wealth Management Are you energized by being part of a firm with rapid growth and opportunities? Are you able to lead with inspiration, tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an environment where precision and speed are equally important, and where your ability to solve complex problems under pressure directly impacts client satisfaction? At AssetMark, we're a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We're passionate about empowering financial advisors with the tools, support, and service they need to succeed, and we're growing fast. Our clients are #1 and our goal is to put the “serve” back into financial services! Our New Business Team and New Business Case Managers (CM's) play a critical role in our mission. Opening and funding client accounts is the lifeblood of our business, and a key milestone and moment of truth for a client who chooses to work with an AssetMark Advisor. Case managers must handle all new account cases with urgency, care and a great amount of attention to detail. They act as a liaison between AssetMark and the Advisor to ensure all new account and funding requirements are met with clarity and timeliness. Case managers must take full ownership of the onboarding experience and work across various teams, departments, and financial institutions to ensure they “get it right” for our clients. What You'll Be Doing: The Senior New Business Team Leader will lead and develop up to 10 New Business Case Managers on the New Business Team. The ideal candidate is a master operator who can manage workflow, drive cross-functional collaboration, do effective performance-based coaching, continuously drive improvements and act independently. You will be responsible for key performance metrics such as accuracy, production, team engagement and Advisor loyalty scores. Additionally, you will play a critical role in shaping, training and developing a new group of case managers in our new Charlotte location. This will require you to lead by example, act independently and be an expert communicator with your team, peers and leaders. Key Responsibilities: Create a positive, fun, engaging and rewarding team environment Lead day-to-day operations and ensure service level agreements are consistently met or exceeded Monitor team capacity, productivity, and volumes to optimize performance Support your team by ensuring they have the content, knowledge and resources to do their roles effectively Execute team training roadmap and individualized plans for team members Use process excellence to drive strategic process improvements and operational efficiencies (team leads are expected to complete Process Excellence Course Levels 1, 2 and Yellow Belt within 12-18 months) Champion advisor and client-centric service delivery Exhibit strong emotional connection and professional maturity in every interaction internally and externally Instill best-in-class case management skills and “total ownership” mindset within case managers Provide personalized mentoring and development for team Ensure compliance with regulatory requirements and maintain up-to-date SOPs Serve as a subject matter expert in account opening procedures, products, and workflow systems Resolve escalated or complex client issues with professionalism and urgency Collaborate cross-functionally with internal stakeholders to enhance service delivery and process alignment Communicate effectively across all levels of the organization, modeling AssetMark's core values This Role is for You If: You are excited about developing others and seeing them reach their personal and professional goals You thrive under pressure and are naturally energized by a fast-paced, ever-changing environment. You're a natural problem-solver who loves a challenge and doesn't wait to be told what to do. You can prioritize and re-prioritize without dropping the ball and still meet your deadlines. You're meticulous, but you move fast and get things done. You can switch context quickly without losing focus. You take extreme ownership of your work and care deeply about delivering high-quality results, fast. You're not looking for a clock-in/clock-out job, you want to be trusted with real responsibility. Preferred Qualifications: 4+ years in a fast-paced case management or financial services operations role 1-3 years of leadership experience in a service and/or operations role Associate or bachelor's degree FINRA licenses (SIE, Series 6 or 7, 65) - not required, but preferred 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: Charlotte, NC (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 $85,000-$95,000 Annualized VIC of 12% (12% 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. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position #LI-hybrid #LI-TE 1 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.

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * Expert-level knowledge of Microsoft Active Directory architecture, replication, trusts, and forests * Deep understanding of Group Policy design, implementation, troubleshooting, and security hardening * Hands-on experience with hybrid identity infrastructure integrating on-premises AD with cloud platforms (Azure AD/Entra ID, AWS Managed Directory Services) * Proficiency with DNS, DHCP, and network protocols in enterprise environments * Strong understanding of identity security concepts (PAM, MFA, authentication protocols) and compliance frameworks (NIST, CIS Controls, Zero Trust Architecture) * Experience with automation using PowerShell, Python, and Infrastructure as Code (Terraform, Ansible) * Excellent problem-solving and analytical skills with ability to troubleshoot complex technical issues * Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use Education/Certifications * Bachelor's degree in Computer Science, Information Technology, Cybersecurity, or related field required * Preferred certifications: * Microsoft Certified: Identity and Access Administrator Associate (SC-300) * Microsoft Certified: Azure Solutions Architect Expert (AZ-305) * CISSP or equivalent security certifications Responsibilities Lead identity infrastructure strategy and operations for Moody's global enterprise environment. * Own architecture, administration, and continuous improvement of hybrid Active Directory environment supporting 14,000+ users across 70 global locations * Design and enforce Active Directory tiering, segmentation, and hardening standards aligned with NIST frameworks and zero-trust principles * Architect and maintain hybrid identity infrastructure spanning on-premises AD and cloud platforms (Azure AD/Entra ID, AWS Managed Directory Services) * Implement and optimize Azure AD Connect synchronization, federated authentication, and single sign-on (SSO) solutions * Partner with Identity & Access Management team to integrate identity platforms (e.g., SailPoint) for automated lifecycle management * Drive automation-first approach using PowerShell, Python, and Infrastructure as Code (Terraform, Ansible) * Deploy conditional access policies and support passwordless authentication initiatives * Ensure compliance with SOX, GDPR, ISO 27001, and other regulatory requirements through robust identity governance and audit support About the Team Our Cloud Infrastructure & Identity Services team is responsible for securing and modernizing Moody's global identity ecosystem, enabling seamless and secure access for 14,000+ users across 70 locations. By joining our team, you will contribute to strategic initiatives that leverage automation and AI-driven tools to enhance security, compliance, and operational efficiency. We are passionate about innovation and building identity solutions that empower business agility while maintaining the highest standards of security and governance. For US-based roles only: the anticipated hiring base salary range for this position is $124,300.00 - $180,250.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

The Job/What You'll Do: As an RIA Business Development Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship. Responsibilities: Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territories Identify individual objectives, circumstances, and needs of the advisor's business and their client base to assist them in evaluating potential solutions Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations Educate, advise, and consult prospective advisors on our wealth management platform, investment, practice management, and client relationship offerings Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances Proactive and continuous outreach to prospective clients through cold calling, utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline to facilitate a handoff to the regional sales team Confidently present AssetMark's value proposition at advisor-attended events, utilizing existing presentation resources Ability to travel at least 30% of the time within the territory or other field meetings Knowledge, Skills, and Abilities: Demonstrated time management and organizational skills Ability to foster a cohesive and supportive team environment Ability to switch focuses and prioritize competing objectives as needed Self-motivated with proven ability to work independently Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline Strong knowledge of SMAs, direct indexing, and tax management services Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: Bachelor's degree in a business or finance field Experience with RIA operating platforms, including trading and managed account solutions 7+ years of experience in the financial services industry Experience in Face-to-Face Sales Compensation: The Base Salary range for this position is between $120,000-$130,000. 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 a comprehensive sales incentive package 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-CR1 #LI-hybrid 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.

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: We are seeking a highly experienced and strategically minded Staff Engineering Director to serve as the principal technical leader for our Salesforce ecosystem. This role operates at the intersection of architecture, engineering, and product strategy, guiding the long-term vision, scalability, and reliability of Salesforce platforms across the organization, including Sales Cloud, Service Cloud, Financial Services Cloud (FSC), and Marketing Cloud. You will work hands-on as the top-level architect, set technical direction, define platform standards, drive modernization, and mentor engineering teams. This position is ideal for someone with deep multi-cloud Salesforce expertise, strong architectural instincts, and the ability to influence at all levels of the organization. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Responsibilities: Architecture and Technical Leadership Own the end-to-end technical architecture for Salesforce Core, FSC, Marketing Cloud, and integrated enterprise systems. Define platform standards, integration patterns, data strategy, and security architecture. Lead the design of scalable and resilient Salesforce solutions aligned with business vision and enterprise architecture principles. Evaluate and drive adoption of new Salesforce capabilities, features, and AppExchange products. Platform Strategy and Governance Establish and govern Salesforce development standards, CI/CD pipelines, coding conventions, and release management processes. Oversee data management frameworks, compliance standards, and platform performance benchmarks. Set architecture guardrails that ensure high availability, data integrity, and scalability. Cross-Functional Collaboration Partner with Product, Engineering, Business, and Executive leaders to translate strategic objectives into platform capabilities. Provide architectural guidance across squads, projects, and cross-cloud initiatives. Serve as the point of escalation for complex technical challenges and integration issues. Team Leadership and Mentorship Mentor engineers, admins, and developers across all levels and help shape their technical growth and architectural thinking. Promote engineering culture focused on best practices, quality, security, and innovation. Influence staffing, role definitions, and long-term organizational design. Project and Delivery Oversight Oversee major cross-cloud implementations, modernization programs, and large-scale refactoring efforts. Conduct architectural reviews and approvals for critical projects. Ensure delivery aligns with roadmap priorities while maintaining platform stability. Knowledge, Skills & Abilities: Strong command of Apex, LWC, SOQL, flows, and Salesforce platform services. Experience with enterprise integrations such as REST, SOAP, middleware, and event-driven architectures. Proven experience designing scalable multi-cloud Salesforce environments. Strong understanding of enterprise data models, role hierarchy, sharing security models, and governance frameworks. Prior experience mentoring engineering teams and influencing executive stakeholders. Salesforce certifications highly desired, including Application Architect, System Architect, CTA (preferred), Marketing Cloud certifications, and FSC accreditation. Ability to connect business strategy with technical execution. Strong communication skills with executive presence. Experience working in regulated industries or financial services. Passion for platform optimization, performance, and long-term sustainability. Ability to lead through ambiguity and define technical direction in evolving environments. Education & Experience: 10 or more years of Salesforce experience, including architecture leadership roles. Deep hands-on expertise in Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, and Marketing Cloud. Compensation: The Base Salary range for this position is between $175,000-$195,000. 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-hybrid #LI-TN1 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.

Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: Dimensional was built around a set of ideas bigger than the firm itself. With a confidence in markets, deep connections to the academic community, and a focus on implementation, we go where the science leads, and continue to pursue new insights, both large and small, that can benefit our clients. The Technology Department at Dimensional leverages the rapidly evolving state of the art to engineer the platforms that power the innovative, research-driven financial and technical products to improve our client's financial lives. As a Senior on the End User Computing Services team, you will assist in the development, design, configuration, security, and implementation of desktop operating systems, hardware standards, and core applications. You may be a fit for this role if you: Are open-minded, curious, and resourceful Are passionate about and stay current with emerging technologies Solve problems systematically and transparently Share ideas, solicit/integrate feedback, design and solve collaboratively Demonstrate automation and security mindsets What you might work on: The Senior Desktop Support Analyst provides onsite deskside (Level 2) support. Responsibilities of this role include minimizing productivity impacts by responding to and ensuring a timely resolution of incidents, service requests, and escalations from the business community or the Level 1 Service Desk. This role also provides onsite technical assistance to Executives, as well as assists in Problem Management and Incident Management activities. Duties & Responsibilities: Prioritize and manage critical incidents to maintain business continuity. Investigate root causes of recurring incidents. Implement preventative measures to reduce future occurrences. Identify areas for enhancement in desktop support processes. Collaborate with cross functional teams to implement improvements. Mentor junior team members. (Example - documents and shares knowledge and processes with team members and the larger Technology community.) Contribute to strategic initiatives related to desktop support. Participate in planning and execution of projects as needed. Completes project tasks and additional duties as designated and assigned by the Manager. Provides Desktop (L2) on-call support. Serves as backup for (L2) or on-call support for the Service Desk by responding to incidents or requests via phone call or email on an as-needed basis (e.g. high call volume overflow, sites with single service desk team members that are out of office or unavailable). Assists in bridging the gap between Technology teams and Business Groups through logical and tactful discussions and coordination efforts. Documents technical solutions and ensures process documentation is up to date and accurate. Applies critical thinking and problem-solving skills to new and undocumented problems or procedures. Maintains priorities of work as outlined by the Manager and ensures that all requests for direct assistance and contacts are always first referred to the Service Desk for assistance. Supports and maintains an accurate count of all assets supported by the desktop team. Collaborate with different teams to support Inventory states, location information, optimizing and using metrics to validate AMDB data. Performs other duties as assigned. Qualifications: 5+ years' experience working within a technical support role, supporting end users to include executives, including proven and demonstrable PC (desktop, laptop, mobile devices), printer, monitor, phone, and other IT hardware troubleshooting skills. 3+ years' experience with Microsoft technologies, including Windows 11 Operating Systems, Microsoft Office/Office365, Active Directory, Intune, and Exchange Management Console. Demonstrated professional experience with peer influence, training experience, escalation management, creating processes and program oversight. Must have excellent customer service skills including being proactive, friendly, and approachable while maintaining composure in tense, high-pressure situations. Experience with Active Directory (creating user accounts, distribution lists, performing password resets and account unlock etc.). Experience with remote support applications such as Log Me In Rescue, Remote Desktop Connection, etc. Experience using a ticketing system such as ServiceNow or similar, to manage workload. Excellent organizational and problem-solving skills. Exceptional verbal and written skills, with the ability to articulate a clear point of view on complicated issues in clear, concise communications at various levels of the organization including executives and cross-functional teams. Ability to work in a fast-paced environment, work independently or as part of a team and manage time effectively. Excellent technical knowledge of workstation and desktop hardware and software including but not limited to, Windows 11, Mac OS, and Linux. Has strong knowledge of DNS and DHCP services in a Microsoft environment. Ability to lift/move up to 50 lbs. Preferred Competencies: Degree in Computer Science, Computer Engineering, or related field; experience will be considered in lieu of a degree. A+ Certifications. Certification in ITIL Foundation (v3/v4). Software distribution tools - Microsoft SCCM 2012 and Intune. Experience supporting Video Conferencing equipment. Experience working with Sentinel One Experience working with Microsoft Intune mobile/tablet app support. Experience working with Mac OSx and Jamf. Experience working with Ubuntu/Linux. Experience using scripts and automation processes. Scope & Direct Reports: This position does not manage employees. This is an on-site position M-F. Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.