AssetMark jobs in Chicago, IL - 52 jobs

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. The Job/What You'll Do: As a Service Desk Technician for AssetMark, you will play a vital role as you troubleshoot and resolve customer system and application issues or assist in getting the right answers to any questions they may have. You will support office users as well as remote users, so will understand working with remote support tools, as well as able to work individually with any users in-office. You will work with a local office IT Support Team out of our Chicago, IL office location. We can consider candidates for this position who are able to accommodate a FULLY IN OFFICE work schedule and are close to our Chicago, IL office. Responsibilities: Resolve or delegate incoming support requests in ticketing queue, walk-ups, direct emails, calls or chats. Monitor the support request queue and ensure all work is ticketed. Writes and edits technical documentation for Service Desk team for knowledge sharing. Perform repairs, upgrades, updates, and maintenance of PC hardware, software, and printers. Support infrastructure and office networking. Manage IT inventory and order new equipment and software as needed. Investigate new technology solutions to enable more effective business processes. Troubleshoot minor network issues and escalate as needed. Review security and operational logs for abnormal events. Work with other IT staff to implement software builds, system upgrades, software patches and new technologies. Set up and move company computing equipment as well as shipping hardware to remote workforce. Potential travel to remote offices for maintenance as needed, as well as any large office moves. Identify trends in our environment and industry and work on proactive solutions and communications to team and end-users. Update manager on a regular basis on project work. Expected shift time to start is ~7/7:30 am CT. Knowledge, Skills & Abilities: Management and configuration of multiples Operating Systems including Windows and MacOS. Strong Microsoft Office / 0365 experience. Hands on Intune and knowledge on Intune Policies and Group Policy Objects. Hands on software packaging and script deployment. Experience with computer setup and minor repair (remove and replace hard disk, memory etc.). Excellent troubleshooting skills. Strong communication skills - verbal and written. Strong customer focus, self-motivated, team oriented with a positive “can do” attitude. Ability to work in a technical team environment and interact with all levels of management. Experience in Active Directory, especially managing group-policies. Endpoint Management and security includes OS deployment and patching, application updates and vulnerability management, carried out both on site and remotely. Experience working with Zoom Rooms. Knowledge of systems hardening and security principles. Education & Experience: Minimum 5 years' experience in a Desktop/Customer support position. Compensation: The Base Salary range for this position is between $68,000-$75,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TN1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Director, Wealth & Planning Solutions The Job/What You'll Do The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients partnering with AssetMark. If you've been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career. The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors' needs. The Director will take over two existing products, AssetMark's Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions. In this role you'll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors' value proposition beyond solely delivering asset management services. A well-qualified candidate will be able to lead a team, think flexibly and strategically, and partner effectively across the organization to execute on the strategic roadmap. You excel in a fast-paced, challenging, collaborative and "hands-on" environment where everyone is in-it-together. 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: Concord, CA, Chicago, IL, or Charlotte, NC. Key responsibilities of the position include: * Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for AssetMark's wealth and planning solutions. * Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting * Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams. * Take ownership of existing offerings, including AssetMark's Securities Backed Line of Credit (SBLOC) and AssetMark Charitable-with a mandate to grow and expand these solutions. * Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs. * Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management. * Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams. * Craft & execute clear pipeline plans to research/analyze issues, explore new ideas and solutions, and drive decision making. * Support sales efforts by championing the solution set across distribution channels and addressing product competitiveness and positioning within target client segments. * Lead and support the development of junior staff, fostering collaboration and a high-performance culture. Knowledge / Skill Requirements * Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account. Private banking experience is a plus. * Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts. * Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight. * Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required. * Excellent analytical and financial modeling skills; able to combine quantitative and qualitative approaches to develop strategic recommendations. * Demonstrated ability to manage and deliver complex projects on time and within budget. * Self-motivated and results-oriented, with a strong bias for action and ability to lead workstreams from start to finish with limited oversight. * Ability to evaluate risks and the impact of decisions on an overall organization * Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences * Thrives in a fast-paced, dynamic environment with a strong team orientation and collaborative mindset, and a quickly changing atmosphere. * Positive, solutions-focused attitude, team oriented, and can-do attitude. Additional Requirements * Limited travel approximately 10-15% depending on the business needs. Education / Experience * Bachelor's degree in business or other related fields. * 10+ years of relevant experience. 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. Compensation: The Base Salary range for this position is as follows: For Concord, CA: Salary range is $195,000-$222,000 For Charlotte, NC: Salary range is $165,000-$188,000 This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment! The Expertise and Skills You Bring * Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred * 2-4 years of experience in a pension and benefit consulting firm or related industry required * Preferably at least 3-5 actuarial exams completed * Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA) * You have strong critical thinking and problem-solving skills * You are a leader with self-motivation and determination to succeed * You have excellent oral and written communication skills * You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment * You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance * Training and assisting Analysts to ensure the continued development of staff * Help with coordinating and managing projects and budgets * Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing) * Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies * Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

The Role Director, Asset Management Risk - Resiliency & Operational Risk Strategy A strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity's global Asset Management organization. We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity's Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape. In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You'll work across trading, technology, operations, investment teams, and enterprise partners-positioning this role at the center of AM's operational and strategic ecosystem. The Opportunity As Director, you will: * Set direction for AM's resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business. * Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis. * Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events. * Oversee testing and validation of AM's technology and vendor resiliency programs, partnering closely with Fidelity's enterprise technology teams. * Direct the review and governance of information barriers and control frameworks across business units. * Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators. * Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions. This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business. What Makes This Role Exciting * Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks. * Strategic Leadership: You'll shape the future of resiliency practices and advance AM's operational risk maturity. * Cross‑Functional Influence: You'll work across the entire business-trading, technology, operations, investments, data analytics, compliance, and enterprise partners. * Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency. * Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise. * Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services. The Expertise You Bring * Bachelor's degree preferred * Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles * Strong command of data analysis * Deep understanding of continuity planning, technology recovery, and cloud resiliency practices * Experience advising senior leaders and influencing risk‑related decisions * Familiarity with Asset Management or Investment Management tech and operations The Skills You Bring * Proven leadership experience driving risk or resiliency programs at scale * Ability to translate complex risks into actionable insights for senior leaders * Excellence in executive‑level communication, presentation, and stakeholder engagement * Ability to build consensus and influence across diverse business and tech teams * Strong project and program management discipline * Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions * Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity's AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Risk

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Legal

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ************************ In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $68,000 - $73,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives. #BernsteinPWM To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Chicago, IL

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: * Flexible paid time off * Hybrid work schedule * 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution * Health & wellbeing benefits * Parental Leave benefits * Employee stock purchase plan Job Description The Role: The Practice Engagement Specialist will work directly with clients within their area of specialty - focusing on improvement in the critical dimensions of our client's systems, processes and talent growth within their businesses. The PES will provide the coaching and speaking capacity needed for both field and corporate clients. Another important goal of the Practice Engagement Specialist is to support our internal sales teams with the goal of elevating their consulting and coaching capabilities. This role will report directly to the Managing Director of Executive Consulting but work collaboratively with IGC's leadership team, Executive Consultants and other internal stakeholders (e.g., Marketing, WMP, etc.). Responsibilities of the role: * The Practice Engagement Specialist (PES) will provide specific coaching and consulting services directly to clients designed to improve the efficiency and effectiveness of an advisor's practice. This includes helping advisors create additional capacity in their business, improve their client onboarding process, discovery skills, annual review process and more. * Support our team of Executive Consultants by working together to assist Invesco's Top Clients and Top Financial Professional Teams. In this capacity they will be positioned as a specialist and part of the Executive Consultant's team. * Engage directly with our clients who have completed the Practice Innovation Index. Specifically, they will lead our PII coaching debrief sessions following the completion of the diagnostic tool. * Conduct presentations and hands-on workshops within their area of specialty. This includes events initiated through our field-led COI activities, events requested by our platform clients in support of corporate partnerships and other related initiatives that may involve project management and/or group coaching deliverables. * Act as a resource and coach for Market Leaders, Market Consultants and professionals on Invesco's internal sales desk in support of their continued evolution and elevation of the consultative, TCX journey. This will include coaching and mentoring on TCX, select content within Invesco Global Consulting, business strategy and general skill development. * Support our team of Executive Consultants and Market Leaders with the design and delivery of solutions focused on the DSD/ML's Center of Influence connections. Experience required for the role: * 5+ years of experience in consulting, coaching, and executing content strategies. * Excellent presentation skills, strong attention to detail, and ability to manage multiple priorities. * Proven success in partnering with senior leadership and incorporating feedback. * Strong relationship management within asset management/financial services for institutional and retail clients. * Brings fresh ideas informed by research and industry trends; thrives in agile, entrepreneurial environments. * Bachelor's degree (or equivalent experience); Series 6/7 and 63 preferred. The salary range for this position in Non-Office - USA is $200,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills * Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy * Juris Doctorate (ERISA specialty) * Your responsibilities will include: * Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity * Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations * Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs * Skills required for the role: * Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements * Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions * Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus * Outstanding partnership skills and ability to inventively influence others across groups * Strong critical thinking and problem-solving skills * Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. * High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. * Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. * Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. * Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. * Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. * Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. * Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

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. Position Summary The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team. Each Specialist will be assigned a primary work group/team on Account Operations based on proficiency need, capacity requirements, tenure and skill. These teams include: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work their leaders to develop their skills and careers at AssetMark. Specialists also have the ability to become Gold or Platinum certified, as well as promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices. Responsibilities: * Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy. * Be productive and ensure all requests are handled within assigned service levels. * Adapt and be flexible based on the needs in the business and within the team. * Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication. * Ability to assess and minimize risk to organization. * Effectively work across teams, peers, and other departments. Required Qualifications: * Bachelor's degree or experience in Financial or similar professional Industry * Strong attention to detail and ability to see the "bigger picture" * Demonstrates high proficiency in Operational processing * Outstanding Customer Focus - constantly providing memorable service and creates loyal promoter * Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation * Demonstrated analytical and decision making skills * Results Oriented - Proven ability to set and meet aggressive goals 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 Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change, to a withdrawal, to a beneficiary update. The primary goal of the team is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. Key performance measures for the team include accuracy, productivity, contact quality, team engagement results and NPS (loyalty) survey results from Advisors. Each team is comprised of associates who focus on a primary type of work. Assignments to work groups are based on proficiency need, capacity requirements, tenure and skill. These teams are comprised of the following work groups: Money In, Money Out, Move Money, Maintenance/Coordinator and Reports/Audits and Controls. Money In This Team focuses on handling all incoming funds to the firm. Primary worktypes include checks, wires, one-time ACH requests and automatic investment plans. This team works closely to ensure funding is allocated and coded correctly to existing client accounts and ensures accounts can meet investment minimums to start trading. This work is vital to the success of AssetMark since incoming assets = growth and success for the firm! Money Out This Team focuses on handling all outgoing distributions from the firm. Primary worktypes include withdrawals, cash and in kind terminations, systematic withdrawals and RMD's. This teams works closely to ensure client requests for funds distributed accurately and timely to the selected recipient. This team also requires associates to have deep knowledge of state and federal tax withholding, IRS rules surrounding distributions and appropriate trading/settlement times. When client's need to access or distribute their funds, it's a key milestone for how they will identify AssetMark as a reliable and trusted partner. Move Money This Team focuses on handling all movement across accounts. Primary worktypes include investment changes, journals, and divorce/beneficiary claim movements within the platform. This teams works closely to ensure assets are transferred accurately and timely across and within AssetMark accounts. This is the firm's most volatile worktype as its easily prone to surge in volume during market changes and often results in bulk requests from an Advisor. An investment change may be as simple as changing from a Profile 1 to 2, going 100% to cash or an incredibly complex in-kind death transfer of assets to multiple accounts. Because of the trading implications, this work is incredibly sensitive to our clients and must be a top priority. Maintenance This Team focuses on handling all account information updates or alerts. Primary worktypes include beneficiary changes, banking maintenance, duplicate statement requests, corporate resolution and trust updates, account linking requests, address changes and returned mail. A small subset of onshore associates also handle the "complex" maintenance such as research items, correspondence, and account not trading alerts. This team works closely to ensure client accounts are updated timely and accurately, and work with numerous other teams to ensure accounts are in good order and have all the correct details as instructed by the Advisor and their Clients. Coordinators This Team's primary focus in handling Advisor contact on items that need resolution, through written or verbal communication. They also work on or various campaigns and outreach tasks as they arise and are prioritized. This team is made up of experts who understand how to emotionally connect with our Advisors and support the Operations teams as they work to handle and complete a large variety of client requests. Coordinators also may specialize in a particular work group, but also need to be knowledge, flexible and adaptable as various incoming Advisor calls are received throughout the day and may touch a variety of topics and request types. Partner Custodian This team handles ALL money in, money out, move money and maintenance requests for our Partner Custodians (PC's) - inclusive of Pershing, Fidelity, and TDA/Schwab. This team requires vast knowledge and expertise of our PC's rules and operating procedures and must work closely with our PC Service Teams to ensure client requests are handled according to their guidelines. Since there are a variety of worktypes within this group, the team must be incredibly flexible and adaptable as the work may change daily and they may need to shift priorities. As volumes grow, we may look to specialize this team even further by custodian and work group. Reports, Audit and Controls This team manages a number of key reports, controls and tasks for all Service Teams, all custodians and all Operations Teams. Their primary work consistent of handling manual accommodations, Partner Custodian reconciliations, and resolving outages on money in/money out requests (e.g. ACH or wire rejections). Additionally, they may be requested to do additional outreach tasks or campaigns as needed. They will also work closely with the offshore Audit and Controls team to bring forth trends, possible improvements and procedure handling changes for the Operations Teams they support. This team is critical to ensure those most sensitive and complex requests are handed timely and accurately. Compensation: The Base Salary range for this position is between $55,000-$60,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Business Analyst Share: Apply Now Save Job Saved Description Envestnet is seeking a Senior Business Analyst to join our Platform Operations department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Senior Business Analyst works with enterprise-level clients to understand business needs, communicate those needs to the technical team, and implement practical solutions. Serves as a liaison between the client, sales consultants, product management, and technical teams, by planning and directing the analysis of complex business problems and documenting high-quality requirements. Job Responsibilities: * Build and maintain relationships with internal and external stakeholders to understand client business needs and prepare comprehensive specifications covering all requirements to deliver practical solutions. * Participate in high level customer escalation to understand problems and devise solutions or workarounds. * Work closely with enterprise-level clients throughout all phases of the solution development life cycle. * Grow and maintain expert level knowledge in performance calculations, reporting, data reconciliation, and any other products or internal tools directly related to the position's responsibilities. * Contribute to the defect management and creation process, including validation, prioritization and root cause analysis of service issues. * Develop project plans, including establishing project scope, timelines, phases, resources, and prerequisites; partner with internal stakeholders, tracking project milestones and deliverables to ensure adherence to deadlines. * Review complex business problems and provide analytical solutions to prioritize and resolve technical issues. * Contribute to building a comprehensive knowledgebase of best practices. * Monitor service levels and engage with customers and internal stakeholders and identify root causes of problems for address. * Leverage product knowledge to create and deliver presentations that clearly define solutions and communicate key product capabilities and technical details. * Effectively demonstrate a high level of business acumen in meetings and in writing to influence clients and stakeholders across the organization. * Identify and implement process improvements to enhance efficiency and productivity. * Foster teamwork, collaboration, adaptability, and continuous improvement. * Support departmental quality initiatives and related projects. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training and awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * 5+ years of demonstrated experience in financial service/financial planning industry and/or software development cycle. * Bachelor's degree or equivalent experience in SaaS, technology consulting or related field preferred. * Excellent critical thinking, analytical, and problem-solving skills; ability to apply this knowledge in the identification and development of complex business solutions. * Excellent verbal and written communication skills, including facilitation/presentation skills; ability to communicate effectively with stakeholders at all levels. * Strong interpersonal skills with proven ability to build and maintain strong working relationships, both internally and externally. * Superior organization, planning, time/workload management, risk identification and mitigation capabilities to plan and execute activities with defined goals. * Proven ability to balance/manage multiple concurrent, competing activities and timelines with appropriate prioritization and focus. * Proven ability to identify opportunities for process improvement and collaborating with leadership to implement solutions. * Proficiency in Microsoft Office programs. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-AA1 Share: Apply Now

The Job/What You'll Do: As a Sales Coordinator at AssetMark, the leading provider of investment solutions for independent financial planners, you will play a vital role in supporting our sales team while gaining valuable experience in a dynamic and multifaceted environment. This role offers substantial growth potential in sales, finance, and more. This is an ideal opportunity for a strong communicator with a talent for problem-solving who enjoys helping customers achieve their goals. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL. Responsibilities: * Generate and manage financial reports for the sales team * Perform maintenance and administration tasks within Salesforce * Order marketing materials for advisors, prospective advisors, and sales team * Execute call campaigns to drive participation in conferences, webinars, and regional events * Perform other related duties as assigned to support the team's goals Knowledge, Skills, and Abilities: * Strong time management and organizational skills * Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment * Self-motivated with the ability to work independently * Strong interpersonal and phone communication skills * Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: * Bachelor's degree in a business or finance field * Sales or customer service experience Compensation: The Base Salary range for this position is between $45,000-$50,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Pricing Analyst Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior Pricing Analyst to join our Finance department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: As a Senior Pricing Analyst at Envestnet, you will be responsible for developing and implementing pricing strategies that enhance profitability and market share while aligning with business objectives. Job Responsibilities: * Pricing Tools: Design, build, and maintain robust pricing tools, models, databases, and other pricing process components to support innovative and data-driven pricing decisions. * Performance Monitoring and Reporting: Architect dashboards to assess pricing effectiveness, track KPIs and KLIs, deal activity, and monitor client renewals to increase transparency for leadership; Monitor discounting behavior and price realization, identifying trends and flagging misalignment with pricing strategies. * Analysis: Analyze product-level and portfolio-level pricing performance, identifying trends, risks, and opportunities to refine pricing strategy. * Cross Functional Collaboration: Partner with commercial teams, finance, operations, legal, and product management to ensure pricing insights drive informed decision making. * Governance: Support the consistent application of pricing policies and enforce escalation procedures; standardizing terms and conditions and renewal uplift policies and targets. * Confidentiality and Integrity: Comply with standards concerning discretion and confidentiality regarding sensitive firm and client information. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Education: Bachelor's degree in business, finance, economics, or a related field required; advanced degree (MBA or equivalent) preferred. * Experience: Minimum of five years of relevant finance experience, including data analysis and financial modeling. Experience in financial technology, wealth management, or financial services industries is preferred. * Analytical and Quantitative Skills: Proficient in analyzing complex data and developing financial models. * Technical Proficiency: Advanced Excel skills required; familiarity with PowerBI, SQL, or other advanced software tools beneficial but not required. * Communication and Interpersonal Skills: Strong written and verbal communication skills, presenting findings to diverse audiences and working collaboratively across teams. * Problem-Solving & Change Management: Capable of identifying and resolving issues, having intellectual curiosity and a strategic mindset. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-LM1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: * Flexible paid time off * Hybrid work schedule * 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution * Health & wellbeing benefits * Parental Leave benefits * Employee stock purchase plan Job Description About The Department: As a Senior Audit Manager, you will be part of a global, collaborative team of business and technology auditors and data specialists, located across the United States, Europe, and Asia-Pacific. The Invesco Internal Audit function provides assurance, advisory, and forensic investigative services for the organization. While partnering closely with business leaders, the department focuses on the most critical risks and issues facing the organization and delivers strategic, innovative, and data-driven results. The department strives to be valued business advisors that provide meaningful solutions and insights, not just information and recommendations. Our team continuously seeks creative solutions to maximize value to the organization by leveraging technology, data, and agile principles. About The Role: The Senior Audit Manager will report to the Head of Audit and is responsible for conducting internal audits and projects. The audit work will require obtaining an understanding of the areas under review, performing the audit work, and documenting the results. This role has the potential for domestic and international travel as needed. Responsibilities of the Role: * Audit Planning and Execution: Effectively plan, coordinate, and execute complex and unstructured audits, providing a framework for such audits. * Supervision: Perform audit work and supervise the performance of work by any assigned staff or contractors, including reviewing workpapers, documenting control weaknesses or inefficiencies, and managing the completion of the audit within the given timeframe. * Data Analysis: Effectively design and advise on the application of data analysis within audit engagements. * Judgment and Initiative: Exercise individual judgment and initiative in selecting emphasis for coverage within an audit, and determining and locating sources of information. * Audit Reporting: Prepare audit results and conduct entry/exit meetings to obtain management concurrence and responses. Prepare audit reports and clear those reports with auditees prior to issuance. * Follow-Up: Perform follow-up on previously identified audit findings and management's action plans. * Business Insight: Demonstrate strong judgment when dealing with business/industry issues; interpret complex, often vague, and at times contradictory sets of information. Identify wider business, industry, and emerging issues, including cultural, conduct, and ethics considerations. * Subject Matter Expertise: Possess a broad and comprehensive understanding of high-risk areas affecting the business and the asset management industry as a whole. Provide subject matter expertise and understand interdependencies of key business processes, functions, and risks. * Team Development: Assist in training and development of team members by providing on-the-job coaching, delivering constructive and motivating feedback, and participating in the performance management process. * Conduct Principles: Ensure all activities are in line with Invesco's Conduct principles. Requirements of the Role: * Experience in internal audit, including managing and leading a team of internal auditors and acting in the capacity of a supervisor, with excellent knowledge of general controls. Previous experience in audit-related, risk management, and/or compliance roles would also be considered. Equivalent relevant leadership experience in the investment management industry may be substituted for direct audit experience. * Knowledge of the asset management or securities industries, with expertise in investment products (equities, fixed income, alternatives), portfolio management, trading, investment operations, and finance. * Bachelor's Degree in accounting, finance, or other related field, or Bachelor's Degree plus relevant industry experience. An MBA is a plus. * Professional accounting or auditing designation (e.g., CA, CPA, CFA, CIA, ACCA, ACFE) or substantial completion of the requirements for such a designation while actively pursuing it is preferred. The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York and Downers Grove is $175,000-185,000 annually. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Who You'll Work With: Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with investment professionals to serve a broad range of clients' needs. What You'll Do: Partner with multiple financial advisors to boost productivity and efficiency through service and support functions, including: Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports. Demonstrate a hospitality mindset in setting up and arranging on-site client meetings. Effectively manage advisors' calendars, including scheduling and maintaining meetings, while considering preferences and needs. Serve as primary point of escalation for client inquiries and administrative requests. Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients. Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations. Collaborate with other administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals. Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics. Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management. General administrative duties including writing correspondence, answering phones, database maintenance, expense management oversight and organizing travel plans. Answer internal and external telephone calls within your team and while covering the reception desk. Manage data entry, tracking and coordination for team facing initiatives. As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts. Approximate Hours: 8am-5pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime. What We're Looking For: The ideal candidate should have 1+ year(s) of administrative or executive support experience in a corporate or professional setting. Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment. Outstanding verbal and written communication skills to deliver distinctive client service. Strong time management and organizational skills. Individuals who are client-focused and have a high attention to detail. Accomplished team players who thrive in a rigorous and challenging environment. Strong proficiency in Microsoft Office is required, experience with Salesforce preferred. Who We Are: Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries. Join us in pursuing insights that unlock opportunities. Learn more at ****************** How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: Competitive compensation offerings Retirement plans with matching employer contribution and no fees on core investments A holistic employee benefit package to support your and your family's health and wellness Flexible time off Hybrid work model Mentoring Programs AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us. Chicago, IL

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Security Analyst Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior Security Analyst to join our Enterprise Security team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: We are seeking a highly skilled and experienced Senior Security Analyst to join Envestnet's Cyber Defense Team. This role will report into the Director of Security Operations. In this pivotal role, you will be entrusted with safeguarding our organization's assets through leading incident response, conducting thorough security triage and analysis, Vulnerability assessment, Threat Hunting, Security response Automation and continuously enhancing our overall security framework. As a vital member of our team, you will contribute significantly to the development and maintenance of our Security Operations Center (SOC) processes and procedures. The ideal candidate will possess extensive experience in cybersecurity, exceptional analytical skills, and a demonstrated ability to effectively manage and resolve intricate security incidents. This position is fundamental to our mission of fortifying our security posture and ensuring the protection of our critical assets. Job Responsibilities: * Lead and manage all stages of the incident response lifecycle, which includes detection, analysis, containment, eradication, recovery, and post-incident review. Prepare comprehensive incident reports and effectively communicate findings to both technical and non-technical stakeholders. * Perform in-depth analysis of security events, alerts, and logs from various tools such as SIEM, EDR, IDS/IPS, and firewalls to identify and investigate potential threats. Update and implement incident response playbooks and procedures to ensure the efficient and effective handling of security incidents. Streamline and automate detection and prevention processes to enable rapid response, consistent triage, and swift root cause analysis and recovery. * Contribute to the development and fine-tuning of the EDR platform, automating incident triage and response tasks using SOAR to create state-of-the-art detection capabilities. Ensure alignment of security operations and detection platforms with industry-standard frameworks such as MITRE ATT&CK and NIST CSF. * Manage the relationship with the MDR vendor, tracking performance against SLAs and key performance indicators (KPIs). Conduct regular reviews of reports, incident trends, and feedback from internal teams. * Conduct vulnerability assessments and gap analyses to determine security weaknesses in systems, applications, and networks. Collaborate with workload owners and cross-functional teams to coordinate remediation activities. * Engage in proactive threat and vulnerability searches, leveraging threat intelligence and Envestnet's network knowledge. Collaborate with the offensive security team on Breach and Attack Simulation (BAS) platform exercises. Automate repetitive searches using various tools, monitor threat actor tactics, and manage simulated cyber-attacks based on prioritized threats. * Participate in the evaluation, selection, and implementation of new security technologies and solutions. * Assist in writing best practice procedures for services such as incident analysis, incident response coordination, security audits or assessments, certificate authority, log analysis and diagnostics, and host vulnerability scanning. Implement end-point security using EDR, EPM, and AV tools. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Bachelor's degree in computer science, Information Security, or a related field (or equivalent practical experience). * 8+ years of cybersecurity experience, specializing in Security Operations and Incident Response. * Relevant industry certifications in Incident Response and Forensics related certificates areas, such as GIAC (GCIH, GCFA, GCFE), CISSP, or CEH is highly desirable. * Excellent communication skills, both written and verbal, with the ability to convey technical information clearly. * Expertise in incident handling, threat hunting, digital forensics, malware analysis, SOAR, operating systems, network security, purple teaming, and emerging security intelligence. * Skilled in using tools like CrowdStrike EDR, Breach & Attack Simulation platforms, NDR, Splunk Enterprise Security, and IDP/ITDR. * Comprehensive understanding of network protocols, Windows and Linux operating systems, and security architectures. * Capable of working independently or within a team in high-pressure environments. * Knowledgeable about the MITRE ATT&CK framework. * Process-oriented with strong analytical and decision-making skills. * Effective team player with excellent interpersonal abilities. * Familiarity with cloud security (AWS, Azure, GCP) is advantageous. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-AQ1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

Loading job Back to Search Results Previous Opportunity Next Opportunity Software Engineer II Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Software Engineer II to join our Core Development team. This is a hybrid role, with in-office work required at our Berwyn, PA or Raleigh, NC offices. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: As a Software Engineer II, you are passionate about collaboratively building high-quality software that drives meaningful outcomes for investment advisors and their clients. You embrace modern development practices to build, monitor, and enhance new features and services, while also maintaining and evolving existing solutions. This role is ideal for someone with a strong appetite for learning, a keen analytical mindset, and the ability to identify and resolve both functional and performance-related issues. You will be encouraged to take ownership of technical tasks, contribute to solving complex challenges with guidance from senior team members, and grow your skills by collaborating closely with experienced engineers. Job Responsibilities: * Design, develop, and maintain software solutions that support investor profiling, portfolio construction, trading, and reporting. * Collaborate with Technical Leads, Architects, and fellow Engineers to deliver high-impact projects and strategic initiatives. * Analyze and troubleshoot functional and performance issues to determine root causes and implement effective solutions. * Participate in agile ceremonies, project planning, and estimation activities. * Advocate for and implement best practices in software development and system design. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Bachelor's degree in Computer Science, Computer Engineering, or a related field. * 2-5 years of professional software development experience (internships or academic projects are a plus). * Strong programming experience in a modern language such as Java, with practical application of clean coding principles (e.g., SOLID). * Foundational knowledge of SQL and relational database concepts. * Demonstrated hands-on proficiency in full-stack development and cloud-native architectures is essential. * Should have practical experience with a broad range of tools supporting development, testing, deployment, and team collaboration. * Solid working knowledge of core technologies including Java, SQL, JavaScript, TypeScript, React, Redux, CSS, as well as debugging tools like React DevTools and Chrome DevTools. * Knowledge of Client/Server fundamentals and Browser/Server interaction. * Practical experience with testing frameworks such as JUnit, Mockito, Jest, React Testing Library, and Playwright. * Familiarity with software engineering principles, especially related to performance and scalability. * Experience with agile development practices and collaborative team environments. * Hands-on experience with cloud platforms such as AWS, Azure, or Google Cloud is a plus. * Basic understanding of microservices architecture and containerization technologies like Docker. * Interest in investing, trading, or the fintech industry is welcomed. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer #LI-MD1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

The Job/What You'll Do: The Sales Enablement Manager is responsible for equipping all sales teams with the processes, tools, training, and cross-functional support needed to grow production and improve sales effectiveness. This role partners closely with Sales Leadership, Marketing, Product, Engineering, Service & Operations, and other client-facing teams to create a unified growth engine. The ideal candidate is equal parts strategist and hands-on operator-someone who understands modern sales methodologies, can build value-focused resources, implement scalable best practices, and thrives in a highly collaborative, fast-paced environment. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC, Chicago, IL, or Phoenix, AZ. Responsibilities: Sales Process Optimization: * Partner with multiple sales teams (AssetMark, Adhesion, Bank Trust, Retirement, Strategic Accounts, etc.) to continuously refine and standardize sales processes * Assess gaps, bottlenecks, and inconsistencies in the sales workflow and recommend improvements * Implement best practices across discovery, qualification, demo execution, value positioning, forecasting, and close stages * Collaborate with Sales Ops to ensure CRM workflows and reporting support the sales process Tools and Resources: * Develop and maintain a suite of value engineering tools (ROI calculators, business case templates, benchmarking materials, competitive insights) * Translate product capabilities into clear economic and business value for advisors * Build playbooks, frameworks, and sales assets that improve messaging consistency and customer outcomes * Leverage AI to improve sales efficiency and effectiveness Training & Coaching Support: * Support the design and delivery of ongoing sales training, including onboarding, upskilling, methodology reinforcement, and product updates * Partner with Sales Leadership to diagnose performance gaps and create tailored development plans * Leverage modern L&D tools (AI simulations, microlearning, role-play technology, LMS platforms) to enhance learning effectiveness Cross-Functional Collaboration: * Serve as the connective tissue between Sales and other groups in the commercial ecosystem: * Marketing: Align messaging, personas, and content utilization * Product & Engineering: Communicate field insights, support launches, and translate technical capabilities into advisor-ready messaging * Service & Operations: Support seamless post-sale handoffs and customer experience improvements * Sales Leadership: Partner on strategy, execution, and team-level initiatives * Facilitate regular feedback loops so each team is informed, aligned, and working toward shared goals Performance Analysis and Continuous Improvement: * Monitor sales performance metrics to identify enablement opportunities * Track the adoption and impact of processes, training, and tools-informing what to improve next * Ensure enablement initiatives align with revenue targets and AssetMark's growth strategy. Other duties as assigned Knowledge, Skills, Abilities: * Strategic thinking with strong executional follow-through * Ability to influence without authority * Strong analytical and problem-solving skills * High business acumen and customer-centric mindset * Collaborative, adaptable, and comfortable working in fast-moving environments Education & Experience: * 5-8 years of experience in Sales, Sales Enablement, Revenue/Commercial Enablement, Sales Operations, Value Engineering, or Sales Leadership * A bachelor's degree in business or finance is required * A master's degree is preferred * Strong understanding of modern B2B sales methodologies and buyer-centric processes. * Experience working with cross-functional teams and senior leadership * Exceptional communication, facilitation, and project-management skills * Ability to turn complex product and market information into usable, compelling resources * Experience in finance, advisory services, finance technology, or a related field is a plus Compensation: The Base Salary range for this position is between $105,000-$120,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid (Auto populated via workday) 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. Whether that's through compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best, or offering 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, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds. * Flex Time Off (Take what you need) * 10 days Sick/Mental Health Days * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution * Volunteer Day * Career Development / Recognition Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

The Job/What You'll Do: As a National Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will manage an existing book of business that consists of advisors who are actively engaging with AssetMark. Your role will involve supporting these advisors in growing their businesses by utilizing the various resources and initiatives available on the AssetMark platform. You will be equipped with the necessary tools, products, ideas, and support to help these advisors maximize their impact within their communities. In this high-profile role, you will focus on identifying, developing, and retaining sales opportunities that have the most significant impact on your territory. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL or Phoenix, AZ. Responsibilities: * Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings * Educate, influence, and persuade advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings, considering their business needs * Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations * Design innovative re-engagement campaigns to win back assets from advisors who have not recently conducted business with AssetMark * Effectively present AssetMark's value proposition at advisor-attended events * Expected travel to company and territory events is 30% for this position Knowledge, Skills, and Abilities: * Strong time management and organizational skills * Ability to foster a cohesive and supportive team environment * Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment * Self-motivated with the proven ability to work independently * Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline * Experience evaluating managed money platforms Education & Experience: * Bachelor's degree in a business or finance field * 4+ years of experience in the financial services industry * 4+ years of phone and in-person sales experience * Active FINRA: Series 6, 63, and 65, or Series 7 and 66 are required The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below. Compensation: The Base Salary range for this position is between $67,500-$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. Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $95,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.