AssetMark jobs in Charlotte, NC

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 Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements. Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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 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's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. The Investment Content Operations Associate will play a critical part in ensuring the smooth execution and governance of operational processes that support the creation, maintenance, and distribution of investment content. The ideal candidate will bring a strong blend of project management expertise, content governance experience, and analytical skills-combined with a solid understanding of investment products, financial markets, and investment principles. Key Responsibilities Change Management and Continuous Improvement Evaluate new materials to confirm appropriate support structures exist for data sourcing, updates and reviews. Assist with tracking project timelines, communicating business requirements, and coordination between data owners, content owners, marketing, technology, legal, and compliance teams to support change and continuous improvement initiatives affecting content workflows. Identify opportunities to streamline and enhance operational processes for content updates, review, and distribution. Support testing and validation of system changes or new processes that affect content accuracy and integrity. Content Governance and Quality Assurance Conduct regular reviews of investment content to ensure accuracy, consistency, and identify discrepancies or outdated material for resolution. Use content metrics, investment knowledge, compliance standards, and consideration of firm priorities to prioritize and prepare content reviews and updates with subject matter experts and data owners. Execute routine content update processes, quality assurance controls, and publishing protocols for investment slides, FAQs, and product materials. Collaborate with stakeholders to develop and document standard operational procedures and best practices. Assist with documentation, resolution and reporting of errors/incidents impacting the accuracy or quality of investment content. Qualifications Required Bachelor's degree in finance, operations management, business, communications, marketing, or a related field. 3-5 years of experience in client reporting, content operations, project management, or a related function -ideally within financial services or asset management. Strong understanding of investment products, financial markets, and investment principles. Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment. Self-starter with a desire to proactively identify problems and suggest solutions Strong verbal and written communication skills with an ability to clearly document and communicate processes and updates. Preferred Experience working in a regulated industry. Knowledge of SEC, FINRA, or other regulatory standards relevant to investment content. Familiarity with content management systems and project management platforms. Prior experience managing content workflows and facilitating cross-functional reviews involving legal, compliance, and subject matter experts. Experience with PowerPoint and HTML. 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.

Skills and Competencies * 7+ years' experience working on Server, Desktop and\or Help Desk support * Problem Solving: Facilitating problem solving and collaboration with stakeholders * Customer Service: Providing business support / technical assistance to Moody's associates both local and remote in the use of Microsoft Products, MacOS, VPN software and various proprietary applications. * Troubleshooting: Configuring, installing, supporting, troubleshooting and repairing client workstations, printers, mobile devices, audio, video and office equipment. * Reporting: Providing timely follow-up to users and management on all support issues by ensuring that all phases of desktop support, including installations, upgrades, software, hardware, operating systems, and operating system configuration issues, are properly coordinated, monitored, tracked, and resolved. * Relationship Management: Ability to develop relationships with key stakeholders and end users to facilitate feedback and partnering on deliverables * Reduce Recurring Issues: Reporting on root-cause analysis where there have been significant problems - explaining what happened, why and what preventative measures have been put in place to avoid a repeat. Education/Certifications * Bachelor's preferred. * MCSE is highly desirable * Knowledge of ITIL. Responsibilities Provide technical services to internal customers by identifying, prioritizing, and confirming resolution of reported problems within specified service level agreements. Ensuring that the company values are demonstrated in all day to day activities in order to meet business needs. About the team The Technical Support Analyst (TSA) team located globally throughout Moody's offices, with 100 team members, provide end-user support both in person and remote. The team collaborates daily both within their offices and across regions, sharing information on trending issues, and enforcing global policies at a local level. Key to the team's success is always striving to provide an outstanding customer experience, and provide feedback to leadership on ways to improve our service.

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: The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Enterprise channel is responsible for working with large RIAs and intermediaries across the country. Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for clients. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships. Responsibilities: Developing and constructing complex portfolio analysis for current Advisor clients and prospects Identifying and discussing key findings of portfolio analyses to clients Delivering educational investment related webinars to Advisor clients Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service Assisting in the initial development of investment related marketing materials and charts Developing a robust understanding of Advisor business practices Developing a deep understanding of capital market research and application to portfolio management Some travel may be expected Qualifications: Bachelor's degree required with a strong academic record 2-4 years of experience in the Financial Services Industry Solid understanding of Dimensional's investment philosophy Strong analytical skills Solid quantitative problem-solving skills Excellent verbal and written communication and interpersonal skills Detail-oriented Able to work equally well in a team environment and independently Self-starter who is capable of managing multiple projects and meeting deadlines Strong computer skills (Excel and Access) with the ability to learn programs as needed Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP) SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment #LI-Hybrid 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.

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 Minimum 5 years of experience in the IT industry in a relevant area. Working knowledge and hands-on experience in three or more of the following: Intune, Autopilot, Patch Management, Application Packaging, or Windows Update for Business. Intermediate-level expertise with Windows 10/11 operating systems and configuring Microsoft applications and browsers. Strong communication, collaboration, and presentation skills, with the ability to summarize complex technical issues for both technical and non-technical audiences. Business fluent English is required. Proven ability to manage multiple tasks, prioritize work effectively, and provide end-to-end ownership of incidents and problems in a fast-paced, global environment. Automation skills using PowerShell or Python. Basic understanding of security concepts such as SSL, PKI, IPsec, VPNs, Firewalls, and Proxy. Expertise in compliance policies related to Windows desktop environments. Education/ Certifications ITIL Certification is highly preferred. Industry certifications in relevant areas are a plus. Responsibilities Work at the highest systems level to provide expert advice and counsel to users, management, and IT project teams for complex, cross-functional systems. Support the day-to-day business operations for the Windows environment, including hardware, software, Autopilot, Intune, and M365 mobility. Manage end-to-end software deployment operations and create associated operating documentation. Follow standard ITIL processes for Incident, Change, and Problem Management. Collaborate with the Security team to ensure system configurations are compliant with security policies and controls. Support new and existing deployments by analyzing metrics, logs, and system alarms to troubleshoot problems and perform preventative maintenance. Facilitate outage restoration calls to assess application impact, notify business stakeholders, and restore system functionality. Participate in teams across the organization to solve business and technical issues. Collaborate effectively with global and multicultural teams, attending meetings in different time zones as required. About the team Our Digital Workplace Services Operations team is responsible for managing, maintaining, and securing our workstation endpoints to provide a best-in-class end-user experience. We provide expert advice and counsel to users, management, and IT project teams for systems of the most complex nature. By joining our team, you will be part of exciting work that impacts the entire organization's digital workplace environment. For US-based roles only: the anticipated hiring base salary range for this position is $86,500.00 - $125,500.00, 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.

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 wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. The Opportunity We are seeking a Senior Application Engineer to lead the design and implementation of complex application features and systems. This senior role involves owning significant application areas, driving architectural decisions, and mentoring junior engineers while delivering high-impact solutions for financial advisors. You'll work at the intersection of technical excellence and business impact, ensuring our applications are scalable, secure, and user-friendly. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Key Responsibilities Technical Leadership & Architecture: Design and implement complex features and application systems end-to-end Contribute significantly to architectural decisions for application development Drive AssetMark towards target architecture through thoughtful implementation choices Evaluate and recommend technical approaches for complex application challenges Identify and address performance bottlenecks in application systems Advanced Development & Quality: Create reusable patterns and components that benefit the entire application development team Balance technical debt with feature development alongside secure coding and design library adoption Improve development practices and processes, both for the squad and across squads Ensure code quality through comprehensive reviews and established standards Use knowledge of systems and dependencies to bring resolution to incidents/outages Process & Team Leadership: Lead execution of complex features across multiple development cycles Implement process improvements that enhance team productivity and code quality Coordinate work across multiple developers and resolve technical blockers Run agile ceremonies for the team and train others on effective practices Balance quality with delivery timelines while maintaining technical excellence Mentorship & Collaboration: Mentor engineers on technical skills and application development best practices Translate business needs into technical solutions in partnership with product managers Communicate technical constraints constructively to stakeholders Represent engineering in cross-functional meetings and strategic discussions Serve as a trusted partner for information security and compliance teams Knowledge, Skills, Abilities Strong proficiency in modern programming languages (JavaScript, TypeScript, C#, Python) Deep expertise in application development with modern frameworks and technologies (React, Node.js, .NET, etc.) Strong understanding of software architecture patterns, microservices, and API design Knowledge of cloud platforms (AWS, Azure, GCP) and containerization technologies Experience with performance optimization, scalability, and system reliability Advanced knowledge of database design, optimization, and data modeling Expertise in cloud-native development and DevOps practices Understanding of security best practices for financial services applications Proven ability to lead technical decisions and influence architectural direction Strong mentorship and communication skills Qualifications & Experience Bachelor's degree in Computer Science, Software Engineering, or related technical field 8-10 years of software engineering experience with demonstrated technical leadership Experience leading complex application development projects Track record of mentoring junior engineers and improving team processes Experience with wealth management, fintech, or regulated industry applications preferred Strong background in agile development and cross-functional collaboration Why Join AssetMark? Lead development of mission-critical applications serving thousands of financial advisors Drive technical decisions that shape the future of wealth management technology Mentor and develop engineering talent in a collaborative, growth-focused environment Work with cutting-edge technology while solving complex business challenges Significant impact on product success and advisor experience Compensation: The Base Salary range for this position is between $156,000-$173,000. 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: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.

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: Portfolio Management is responsible for the daily oversight and management of Dimensional's ETFs and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients. The Portfolio Management team ensures that Dimensional's ETFs deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients. As an Associate ETF Portfolio Manager, you will cover all aspects of managing ETFs and other types of portfolios, and will also be responsible for discussing our investment thesis and portfolios to a wide range of clients. Responsibilities Responsible for all aspects of managing ETFs and other types of portfolios. This will include tasks such as issuing buy and sell instructions in global markets, making ETF Create and Redeem baskets, trading foreign currency, electing on corporate actions, and evaluating the eligibility of securities. Monitor ETF characteristics and maintain portfolio structure following the process-driven approach of the firm, identifying buy and sell candidates in a systematic manner and partnering with trading teams globally to implement those decisions. Partner with Capital Markets to enhance ETF market quality and efficiently manage flows. Provide verbal and written explanations of Dimensional ETFs, performance, process, and other investment related issues internally and to both existing and prospective clients. Challenge current thinking and search out new opportunities to continually evolve Dimensional's investment offerings. Collaborate with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients' investment needs. Project work focused on making the investment process as efficient as possible. Requirements Strong philosophical alignment with Dimensional's investment strategy Background in finance and financial theory Experience in financial markets via asset management, broker-dealers, or financial institutions Understanding of competitive landscape in equity ETFs and mutual funds Experience in ETF industry a plus Excellent quantitative problem-solving and analytic skills Strong communication and presentation skills High attention to detail, project management experience a plus Strong time-management skills 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.

Notes to applicants: 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:Do you have a strong interest in the investing, financial services, and/or asset management industry? If so, Dimensional's summer internship might be the right fit for you! Spend your summer working alongside top asset management professionals developing innovative, academically backed ways of improving the investment experience. Overview The Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value our clients have gained over time. Specifically, the GCG's goal is to develop deep, enduring business relationships with financial advisors, institutions, and consultants and to provide insights and tools that can help them deliver a better financial experience. The GCG is responsible for developing new business relationships and managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value, and collaborating to provide a better investment experience. Responsibilities Dimensional is seeking undergraduate or graduate level students actively pursuing a degree to join our 2026 summer internship program. This nine-week program will be fully in-person where interns will play an integral part in the day-to-day support provided to our clients. The internship will provide the opportunity to learn how Dimensional takes principles developed by academic research and applies them to the real world of investing. Interns will work on various presentation and analytical projects and present results to the team at the end of their internship. Qualifications and Desired Experiences Minimum GPA of 3.2; pursuing an undergraduate or specialized Master's degree with an expected graduation date of Winter 2026 - Spring 2027 Interest in financial markets and passionate about improving the investment experience An understanding and appreciation of Dimensional's investment philosophy Excellent verbal and written communication and interpersonal skills Detail-oriented, organized, and capable of managing multiple projects and meeting deadlines Team-first mindset with an ability to proactively identify and help others solve problems Excellent analytical and quantitative problem-solving skills Strong computer skills (Excel, PowerPoint, and Access) with the ability to learn programs as needed Must be authorized to work in the United States without employer sponsorship #LI-Office 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.

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $155,000 - $185,000 This role is also bonus eligible. 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: Please note, for the right candidate with a great network we currently hiring in Austin, Santa Monica or Charlotte. As we continue to grow, Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory. Whether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base. Please note this role is a great way to express interest in Regional Director positions at Dimensional. You will discuss specific channels at the point you speak with a recruiter depending on role availability and experience What do we look for in a Regional Director? We look for individuals with a strong foundational knowledge of investments, capital markets, and asset allocation theory to be able to discuss the sophisticated investment solutions that Dimensional provides. Just as importantly, a Regional Director must have excellent business development skills and a truly client-centric approach. We look to our sales leaders to be company ambassadors that coach, guide, and secure new business while deepening existing relationships. Ultimately, the goal is to help our investment solutions reach as many people as possible. We reward based on sales performance as well as demonstrating strong team orientation and leadership behavior. Typical expectations of a Regional Director: Sales activities and management of clients within a territory. Develop new client relationships as well as retain and develop existing relationships. Present Dimensional's investment capabilities, investment theory, and performance to individual clients, at company conferences, and industry functions. Participate and engage as a team player and offer sales and marketing collateral within the Dimensional team. Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace. Increase revenues, AUM and new clients within the territory through the growth of Dimensional's product suite. Who should apply? If you are motivated by putting clients' needs first, are passionate about world class investment solutions, and you are driven by a results-oriented mindset, then we would love to hear from you. Ideally, you will align with Dimensional's investment philosophy and be able to articulate its place in the market. You will need to be a self-starter who can demonstrate a track record of building relationships and growing a territory. We value people with entrepreneurial spirit, a desire to continually grow and develop, possess intellectual curiosity, and are confident communicators that show true competitive spirit. If you are not currently working within asset management it would be great to see a cover letter/profile that tells us about your desire to change industries. Please note SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment. #LI-Hybrid 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.

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: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. The Opportunity We are seeking a Platform Engineer to join our platform engineering team, focusing on building the foundational infrastructure, APIs, and services that power our entire product ecosystem. This role involves creating robust, scalable platform components that enable rapid application development while ensuring security, performance, and reliability across all AssetMark systems. Key Responsibilities Platform Development & Infrastructure: Implement platform services, APIs, and infrastructure components independently Develop and maintain core platform capabilities including data services, authentication, and integration frameworks Handle complex platform-level bug fixes and participate in incident remediation for foundational systems Write comprehensive tests for platform components and ensure high reliability standards Implement secure coding practices with focus on enterprise-grade security and compliance API & Integration Design: Contribute to technical specifications for platform APIs and service interfaces Implement solutions for complex integration challenges between systems and external partners Design and build reusable platform components that serve multiple applications Identify and address performance bottlenecks in platform services Evaluate and recommend technical approaches for platform-level challenges Data & Architecture: Work with data modeling, master data management, and enterprise data governance Implement canonical source-of-truth data systems and ensure data integrity Contribute to service-oriented architecture patterns and microservices design Support cloud-native architectures and infrastructure-as-code principles Participate in DevOps practices and CI/CD pipeline development Collaboration & Enablement: Work closely with application engineering teams to understand platform requirements Provide technical guidance on platform service adoption and best practices Collaborate with security and compliance teams on regulatory requirements Communicate platform capabilities and constraints to stakeholders Document platform components and integration patterns for broader team use Knowledge, Skills, Abilities Strong proficiency in platform technologies (Java, C#, Python, Go, or similar) Experience with API design, microservices architecture, and distributed systems Knowledge of cloud platforms (AWS, Azure, GCP) and containerization (Docker, Kubernetes) Hands-on experience in developing Azure Cloud Computing resources such as app services, Function Apps, Logic Apps, Storage Accounts, etc., Understanding of database technologies, data modeling, and enterprise data patterns Experience with message queues, event-driven architecture, and async processing Familiarity with DevOps tools, CI/CD pipelines, and infrastructure automation Knowledge of DevOps, infrastructure-as-code, and modern deployment practices. Experience with SQL Server (DB Design, Query Optimization, Indexing) and PostgreSQL DB Understanding of security best practices for enterprise platforms Knowledge of financial services regulatory requirements preferred Familiarity with Agile development methodologies (preferably SAFe) Ability to quickly grasp modern technology concepts Object-oriented Analysis and Design (OOAD) concepts with a deep understanding of SOLID principles Understanding of Microsoft graph APIs Qualifications & Experience Bachelor's degree in Computer Science, Software Engineering, or related technical field 3-5 years of software engineering experience with focus on platform or infrastructure development Experience building APIs, services, or platform components Understanding of enterprise integration patterns and service-oriented architecture Experience with agile development methodologies and cross-functional collaboration Why Join AssetMark? Build foundational platform components that enable innovation across the entire product portfolio Work with modern cloud-native technologies and enterprise-scale architecture Learn wealth management domain while developing deep platform engineering expertise Collaborate with experienced platform architects and engineering leaders Clear growth path toward senior platform engineering and architecture roles Compensation: The Base Salary range for this position is between $130,000-$145,000. 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: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.

Notes to applicants: 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 Fund Advisors is seeking undergrad or graduate level students actively pursuing a degree to join our 2026 summer internship program. This nine-week program will be fully in-person and expose interns to the day-to-day activities of an Analyst in Global Client Group's Operations department. The GCG Operations Intern (Data & Tools) will support several sales enablement and asset reporting initiatives that are critical to the firm's strategic sales efforts. The internship will provide exposure to a variety of teams and their projects. The internship will include activities related to accuracy of internal data systems related to client assets, cash flows, and sales enablement products, including our global CRM system. This role sits across the Global Client Group (GCG) Operations' Business Data and Tools teams, whose mission is to enable the CRM ecosystem to drive the business processes and insights needed to create a holistic view of Dimensional's global client relationships. The GCG Operations division supports the day-to-day operational needs of the Sales group in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support. Responsibilities: Effectively complete day-to-day responsibilities and tasks largely based on direction and support received from others Collect and analyze data to support various sales goals and campaigns Basic understanding of underlying systems used to generate standard reporting Effectively communicate product activities, presenting in small forums and team meetings Help maintain and improve process maps and documentation regarding sales data governance Assist with developing business intelligence capabilities for enablement of US sales channels, which include RIAs, broker dealers, banks, institutions, retirement plans, and consultants Identify areas to improve data automation and partner with colleagues to implement solutions Proactively communicate needs, challenges, and capacity Develop a robust understanding of Dimensional's investment philosophy and process Qualifications: Coursework in information systems, computer science, or finance/accounting is preferred Demonstrated interest in helping sales teams make process-driven, data-informed decisions Documented analytical and quantitative skills Ability to gather requirements amid ambiguity Interpersonal communication, verbal, and written skills Work equally well in a team environment and independently Strong analytical and quantitative problem-solving skills Team oriented - ability to apply analytical and decision-making skills in a collaborative environment Strong knowledge of Excel and general computer skills with the ability to learn additional computer applications as needed Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines #LI-Office 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.

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. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. 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 Compensation: The Base Salary range for this position is between $70,000-$80,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.

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's Compliance department develops and oversees the firm's compliance controls, policies, and procedures. Our global structure, with personnel established in each office, ensures coverage around the clock. Our consultative approach embeds Compliance staff within the groups they support, encouraging communication among teams and improving efficiency with real-time guidance. Our teams coordinate the establishment and monitoring of processes and controls for compliance with applicable laws, rules, and regulatory standards; internal and client-directed guidelines; and contractual agreements. The Compliance Analyst is responsible for the execution of processes relating to Compliance Oversight Programs including controls and testing, monitoring and surveillance and other compliance issues. The Compliance Analyst will act a steward of Dimensional and plays a vital role in ensuring compliance with all regulatory bodies and governing laws. This position will also assist with the management of the Global Code of Ethics and Standards of Conduct program (including Outside Business Activities, Gifts and Entertainment, Political Activities, and Pay to Play monitoring). Responsibilities: Ensure compliance with regulations and controls by examining and analyzing records, reports, operating practices, and documentation Extract and compile data from various systems and sources; verify the accuracy and integrity of data, identify key data-driven insights Create processes and draft procedures regarding reporting requirements and other compliance related activities Review reports, risk indicators, and red flags to identify and propose corrective action Assist with departmental compliance projects as assigned, such as annual compliance testing Conduct monitoring activities within the Global Code of Ethics and Standards of Conduct program (Gifts & Entertainment, personal trading, political contributions) Develop, maintain and conduct training and orientation programs to ensure employees are aware of their obligations under applicable regulatory requirements and/or internal policies Monitor employee personal trading practices to evaluate employee adherence to the firm's trading policies including proper pre-clearance, recording and reporting of transactions; responsible for identification of and initial follow up in connection with any potential violations and recommend appropriate action Perform exception report reviews related to client excessive trading and suspicious activity which may be an indication of client fraud or money laundering Assist with the development, implementation, and ongoing oversight of policies and procedures such as anti-money laundering, cybersecurity, trade errors, and completion of regulatory filings Assist with managing internal website documenting oversight of key service providers Attend due diligence calls; assist with preparing and editing reports of on-site due diligence visits Qualifications: Bachelor's degree or equivalent work experience 3+ years of professional experience in financial service industry within a compliance related field Ability to obtain FINRA SIE and Series 7 within one year of starting Understanding of the financial services industry and applicable rules, regulations, and federal and state securities laws (SEC, FINRA, FCA, etc.) Strong working knowledge of investment management operations and advisory functions Strong working knowledge of investment management operations and advisory functions Strong oral and written communication skills Exceptional interpersonal and relationship management skills; ability to interact with all levels of employees Ability to operate and prioritize in a fast-moving & demanding environment and deal with complex situations Strong analytical mindset with an ability to synthesize data; detail oriented with a focus on quality results Ability to be self-guided and motivated, working to complete tasks thoroughly and requesting assistance if needed Ability to maintain confidentiality and data accuracy when handling sensitive information Proficiency with Microsoft Office Product Suite #LI_Hybrid 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.

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 Director of Analytics Engineering & Business Intelligence is a pivotal leadership role responsible for the design, governance, and delivery of the enterprise's consumption-ready data models and analytical products. This role leads the function that transforms raw, integrated data into standardized, trustworthy assets used for reporting, business intelligence (BI), and strategic decision-making. The Director must possess strong technical expertise in modern analytics tools and proven leadership in aligning data solutions with critical business outcomes. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. I. Strategy, Governance, and Vision Analytics Strategy: Define and execute the strategic roadmap for the Analytics Engineering function, ensuring the delivery of a canonical metric layer and scalable BI solutions that align directly with AssetMark's commercial and product goals. Metrics Governance: Establish and enforce enterprise standards for all core business metrics and Key Performance Indicators (KPIs). Own the source of truth for financial and operational definitions, ensuring consistency across all dashboards and reports. Semantic Layer Architecture: Lead the design and implementation of the semantic layer (e.g., using specialized tools or dbt-based metrics layers), enabling self-service and high-performance querying for the entire analytics community. Stakeholder Partnership: Serve as the strategic partner to executive leadership, Product, Finance, and Marketing teams, translating complex business questions into clear, actionable data modeling requirements. II. Modeling & Delivery Excellence Dimensional Modeling: Lead the team in designing and implementing robust data models (e.g., Kimball Dimensional Models, Star Schemas) that are optimized for analytic performance and business user clarity. Transformation Oversight (dbt): Own the entire dbt (Data Build Tool) ecosystem and transformation layer. Set standards for model testing, documentation, and lineage capture to ensure the delivered data is reliable and auditable. Consumption Architecture: Architect the systems and processes that efficiently move final-stage (Gold/Presentation) data into BI tools (e.g., Power BI, Tableau) and downstream operational applications. Code Review & Quality: Define and enforce high-quality coding standards primarily for SQL and Python transformations. Oversee code review and validation processes to ensure the integrity of all production data models. III. Leadership & Business Enablement Team Leadership & Development: Build, mentor, and lead a high-performing team of analytics engineers and BI developers. Foster a culture of excellence, data literacy, and direct business impact. Self-Service Enablement: Drive the strategy to democratize data by providing user-friendly tools and well-governed data marts that empower business users to answer their own questions. Cross-Functional Delivery: Collaborate directly with the Director of Data Engineering to ensure seamless data flow from the ingestion pipelines (Bronze/Silver) into the modeling layer (Gold/Presentation). External Partnership: Manage vendor relationships related to BI, data visualization, and specialized analytics tools, ensuring effective utilization and integration with the core platform. Required Qualifications Experience: 10+ years of progressive experience in Data Warehousing, Business Intelligence, or Data Analytics, with at least 3+ years in a senior leadership or management role. Technical Expertise: Expert proficiency in Advanced SQL and Python. Deep, hands-on architectural experience with dbt (Data Build Tool) in a production environment. Platform: Strong experience with modern cloud data warehouses like Snowflake or Databricks. Modeling: Expert knowledge of Dimensional Modeling (Kimball), data mart design, and performance tuning for analytical workloads. Leadership: Proven ability to lead, mentor, and hire high-performing technical teams and effectively manage executive-level stakeholder expectations. Domain: Strong preference for experience in Financial Services or Wealth Management, understanding transactional data and compliance requirements. Compensation: The Base Salary range for this position is between $156,000-$173,000. 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: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.

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: The Associate Data Engineer will play a critical role in building and optimizing the data infrastructure that powers AssetMark's investment platform and advisor technology. This role is ideal for a highly motivated, analytically minded individual with foundational programming skills who is eager to launch a career in financial services data engineering. The focus will be on transforming raw data into high-quality, actionable insights, adhering to best practices for scale, reliability, and security. 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: Data Pipeline Development & Maintenance: Assist in the design, development, testing, and maintenance of scalable ELT/ETL data pipelines using Python and cloud-native services (Azure preferred) to integrate data from various internal and external systems (e.g., custodial feeds, Salesforce, APIs). Data Quality & Governance: Implement and optimize data validation and cleansing routines within the pipelines to ensure data accuracy and integrity, directly supporting our commitment to fiduciary standards in wealth management. Data Modeling & Warehousing: Collaborate with senior engineers and data architects on data modeling projects, helping to design and maintain schemas for our modern data platform (e.g., Snowflake, Databricks, or Cosmos DB). Code & Automation: Write clean, efficient, and well-documented code primarily in Python for scripting, automation, and data transformation logic. Troubleshooting & Support: Participate in the monitoring and troubleshooting of data pipeline issues, working to identify root causes and implement timely resolutions. Documentation: Maintain accurate technical documentation for data flows, schemas, and processing logic to ensure team knowledge transfer and governance. Knowledge, Skills & Abilities: Programming Proficiency: Demonstrated proficiency and hands-on experience with Python for data manipulation and scripting. SQL Mastery: Strong foundation in SQL and deep understanding of relational database concepts (e.g., joins, schemas, indexing). Data Fundamentals: Basic understanding of data modeling principles (Star Schema, Normal Forms, etc.) and core ETL/ELT processes. Communication: Excellent written and oral communication skills, with the ability to articulate technical issues clearly. Exposure to cloud platforms (Azure preferred, AWS, or GCP) and cloud-native data services. Familiarity with distributed data processing frameworks like Apache Spark or Databricks. Experience with workflow orchestration tools (e.g., Apache Airflow, Azure Data Factory). Knowledge of financial services, brokerage, or wealth management data domains (e.g., understanding of positions, securities master, and custodial data). Experience consuming and building RESTful APIs to move data. Education & Experience: 0 to 3 years of professional or relevant internship/project experience in a data-focused role (e.g., Data Engineering, Software Engineering, or Data Analytics). Bachelor's degree in Computer Science, Engineering, Data Science, Information Systems, or a closely related quantitative field. Why Join AssetMark? You will be joining a highly collaborative Data Team at a pivotal time, helping to architect and build the next generation of our unified data platform. You will gain invaluable experience working with mission-critical financial data, modern cloud technologies, and best-in-class software engineering practices, directly influencing the digital experience of financial advisors nationwide. Compensation: The Base Salary range for this position is between $95,000-$107,000. 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: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.

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's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. Within ISG, this position sits in the Equity Product Specialists team, which serves as subject matter experts on portfolios, offering deep knowledge of Dimensional's products as well as the competitive landscape. Through content and conversations, this team is a valuable resource to help clients understand our portfolios and their performance. The Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects. Responsibilities Serve as a subject-matter expert on Dimensional's funds and the industry to clients, prospects, and the Dimensional sales organization. Prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects in a one-to-many format. Independently analyze, process and interpret performance of Dimensional's products relative to peers. Become a leader within the ISG organization, answering questions from the broader team, mentoring junior members, and potentially directly managing others. Provide high level oversight of the process related to creating performance related materials for Dimensional's sales team and board of directors. Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional's content and messaging. Develop a problem-solving mindset of how the team can become more efficient to improve processes and better serve our global sales team. Qualifications Bachelor's degree is required. An MBA and/or CFA are preferred. At least 7 years of experience in a related role and a strong understanding of the asset management industry. Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types. Ability to resolve problems effectively and exercise independent judgement. Motivated to self-teach skills and apply learned knowledge to applicable tasks. Eager to learn and responsive to constructive feedback and guidance. Must be willing to travel. 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.

The Director, Real Estate and Workplace Experience is responsible for leading the strategy and execution of all Real Estate and Workplace Experience initiatives across AssetMark. A successful candidate blends buildout project experience, with efficient facilities operations, and the ability to drive workplace experience strategies that support business growth and our franchised employee experience. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Real Estate Leadership Manage AssetMark's 6-location portfolio including renewal discussions, building management relationships, and compliance oversight across all locations. Serve as a liaison to business leaders to understand needs and provide space planning solutions. Manage the external broker relationship responsible for market sourcing, lease negotiations, and contracting. Align portfolio strategy with business goals, workforce strategy trends, and long-term financial objectives. Workplace Experience Management Manage the Workplace Experience team, which is responsible for facilities management, service vendor coordination, and safety program initiatives. Track and analyze space usage across the portfolio to recommend enhancements and optimize space and support future growth. Ensure compliance with health and safety requirements, lease terms, and legal requirements. Oversee execution of company-wide events, celebrations, swag, and engagement programs that foster connection across our offices. Develop and implement workplace strategies that support employee productivity and engagement. Construction & Buildout Management Oversee buildout projects including budget development, vendor management, and adherence timelines. Partner with architects, contractors, vendors, and cross-functional internal teams to deliver buildouts on time and within budget. Partner with IT leaders to implement infrastructure standards across offices, including AV, security systems, and connectivity. Effectively communicate updates, plans, and project timelines to executive stakeholders. Financial & Vendor Management Manage operating and capital budgets related to real estate, construction, and facilities. Monitor spending, forecast costs, and report on OKRs to support leadership decision-making. Oversee vendor performance and sourcing strategies for real estate services. Qualifications 7+ years of progressive experience in corporate real estate, facilities management, or workplace operations. Bachelor's degree in Business Administration, Real Estate, Facilities Management, or related field. Proven success managing office buildouts, lease negotiations, and vendor relationships. Strong project management skills with the ability to lead multiple concurrent initiatives. Strategic thinker with a data-driven approach to decision-making. Excellent negotiation, communication, and stakeholder-influencing abilities. Experience working in a multi-site and/or geographically distributed environment. Compensation: The Base Salary range for this position is between $120,000-$140,000. 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. Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. 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.