AssetMark jobs in Concord, CA - 40 jobs

Vice President, Product Management (Salesforce)
Assetmark Financial Holdings 4.1
Assetmark Financial Holdings job in Concord, CA
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. The Opportunity AssetMark is seeking a visionary and strategic Vice President of Product Management to oversee and manage the full suite of Salesforce products across the enterprise, including Financial Services Cloud, Marketing Cloud, Personalization, Agentforce, Data Cloud sand future Salesforce innovations. This role will be instrumental in shaping the Salesforce product strategy, driving platform adoption, and delivering transformative experiences for financial advisors, and internal sales, marketing and service stakeholders. This is a unique opportunity to redesign sales, service and marketing experience across the latest versions of Salesforce Platform capabilities, as part of a 2026 enterprise transformation program. This executive will lead a team of five Product Managers working in close partnership with dedicated engineering and Salesforce admin roles. The role will also collaborate cross-functionally with Marketing, Sales, Operations, Service and Product & Engineering to ensure Salesforce capabilities are aligned with AssetMark's growth objectives and customer-centric mission. This role will report to the Co-Head of Product within the Product, Engineering and Data team. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office locations in Concord, CA or Charlotte, NC. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. Key Responsibilities Strategic Leadership · Define and own the multi-year vision and roadmap for Salesforce platform, ensuring alignment with AssetMark's business strategy and advisor experience goals. · Champion the integration and optimization of Salesforce products to deliver seamless, data-driven, and personalized experiences across the advisor lifecycle. Platform Ownership · Oversee the end-to-end lifecycle for Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and related products. · Drive platform governance, release management, and roadmap prioritization across business units. Team Management · Lead, mentor, and grow a team of 5 Product Managers, fostering a high-performance, customer-obsessed culture. · Establish clear goals, KPIs, and development plans to elevate team capabilities and impact. Cross-Functional Collaboration · Partner with Engineering to deliver scalable, intuitive, and secure Salesforce solutions. · Work closely with Sales, Marketing, Service and Operations to ensure persona-centric design, successful go-to-market execution and platform adoption. User & Market Insights · Leverage stakeholder feedback, analytics, and market research to identify opportunities for innovation and differentiation. · Stay ahead of Salesforce ecosystem trends, including AI, automation, and data cloud capabilities. Data & Experience Optimization · Ensure Salesforce platforms deliver 360-degree customer views, modern lead management and onboarding, omni-channel service experiences, personalized journeys, and actionable insights. · Drive initiatives that enhance data quality, enrichment, and master data management across Salesforce tools. Stakeholder Management · Support Product Managers in presenting product strategy, performance metrics, and roadmap updates to senior leadership and stakeholders. · Serve as a thought leader and internal evangelist for Salesforce innovation and advisor enablement. Qualifications · 10+ years of product management experience, with 5+ years in Salesforce platform leadership (with experience in Financial Services Cloud, Marketing Cloud, etc.). · Bachelor's degree in business, Computer Science, or related field; advanced degree preferred or equivalent experience · Experience in implementing Financial Services Cloud or designing experiences as a hands-on Solution Engineer. · Proven success in leading enterprise-scale CRM transformations and delivering measurable business outcomes. · Strong technical acumen-comfortable discussing APIs, cloud architecture, and platform integrations. · Experience managing and scaling high-performing product teams. · Deep understanding of wealth management, fintech, or financial services. · Exceptional communication, stakeholder management, and strategic thinking skills. Why Join AssetMark? · Lead the transformation of Salesforce into a strategic growth engine for AssetMark. · Work in a dynamic, private equity-backed environment with ambitious expansion goals. · Join a mission-driven organization focused on empowering financial advisors and their clients. · Be part of a collaborative, innovative Product & Engineering team that values execution, impact, and customer success. Compensation: The Base Salary range for this position is between $230,000-$250,000. 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-JM1 #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.
$230k-250k yearly Auto-Apply 26d ago

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Director, Corporate Strategy
Asset Mark 4.1
Asset Mark job in Concord, CA
AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. The Corporate Strategy Team leads the strategic ideation, implementation, and execution support for our business and culture transformation in order for us to meet our strategic priorities and to create sustainable competitive advantage over the long-term. The Corporate Strategy team partners directly with the CEO, Executive Committee (EC) members, and Functional leaders to help solve the most important and complex questions and challenges facing AssetMark. The team focuses on enterprise issues, including strategy, growth initiatives, market testing, and adoption. The individual in this role will report directly to the VP, Corporate Strategy and will partner with Business / Functional Leaders, Corporate Development, Finance, and broader set of stakeholders to support various strategic initiatives. This is a full-time position with a hybrid work schedule. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Charlotte, NC, Concord, CA, or Atlanta, GA. AssetMark is seeking a highly skilled individual to serve as the Director, Corporate Strategy, reporting to the VP, Corporate Strategy. As part of the Corporate Strategy Team, support strategic planning process to development of vision, mission and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams. Help develop and support enterprise corporate strategy * Partner with the VP, Corporate Strategy to develop and refresh of enterprise strategic roadmap * Synthesize and evaluate business and function strategies and analyze the enterprise level impact * Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy. Advocate and message the corporate strategy to business units * Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed * Lead strategy setting exercises, including strategic reviews and scenario planning * Shape company-wide strategy communications and help cascade the strategy through the organization Focus on the firm's most pressing strategic & growth objectives * Provide rigorous analysis and insights to guide decision-making on near-term and long-term opportunities. * Partner with senior leaders to identify, refine, and prioritize the firm's highest-impact strategic and growth initiatives. * Translate complex strategic issues into clear, actionable recommendations for executive stakeholders. * Ensure alignment of cross-functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives. Lead market & competitive intelligence * Support research engagements to develop AssetMark's position on long-term strategic issues and opportunities. * Gather and report intel on competition and market trends in support of our strategic choices direct to the senior leadership team * Analyze and communicate how industry news and trends affect AssetMark * Manage 3rd party consulting/advisory relationships Knowledge, Skills, and Abilities: * Being entrepreneurial and self-directed - able to take a conceptual business challenge from an initial set of facts and hypotheses to real, practical solutions * Working closely with senior business leaders as a trusted advisor * Being intellectually curious and interested in the future of financial services and shaping an industry through one of its major stakeholders * Managing complexity and leading multiple projects with an unrelenting focus and prioritization * Excellent verbal, written, and presentation skills for both internal and external audiences. * Exceptional collaboration, inter-personal, and influencing skills. * Project-oriented and able to quickly adapt to changing priorities and responsibilities. * Demonstrates a commitment to fact-based dialogue; willing to push thinking toward better outcomes * Success developing or being part of high-performing teams and creating alignment Education & Experience: * Bachelor's degree required; * Minimum of 5 to 8 years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development. * Management consulting experience preferred. Compensation: The Base Salary range for this position is between $190,000 - $225,000. 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-JM1 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.
$190k-225k yearly Auto-Apply 33d ago
Analyst (Local Governments)
Moody's Investors Service 4.9
San Francisco, CA job
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
$143.3k-207.7k yearly 4d ago
Senior Public Finance Analyst - Local Governments & AI
Moody's Investors Service 4.9
San Francisco, CA job
A global leader in risk assessment seeks an experienced analyst in San Francisco to provide credit analysis for local governments. Candidates should have over 5 years of public finance experience, strong analytical skills, and a graduate degree in a related field. The position offers a competitive salary ranging from $143,300 to $207,650, along with a comprehensive benefits package, including health coverage and a 401(k) plan. Join a team that embraces innovation through AI to enhance analytical processes. #J-18808-Ljbffr
$143.3k-207.7k yearly 4d ago
Let's begin! UCC Technical Support Analyst
Moody's Corporation 4.9
San Francisco, CA job
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Strong working knowledge of Microsoft Teams and Teams Rooms environments, including troubleshooting and administration. Hands-on experience with AV hardware, including video conferencing systems (e.g., Neat Bars, Poly), camera systems, displays, and audio equipment. Familiarity with AV control systems, preferably Crestron, including basic operation and troubleshooting. Understanding of professional audio systems, ideally with some exposure to Biamp or similar audio processing platforms. Experience supporting live production events, including managing audio, video, and camera systems. Knowledge of digital audio mixers and Dante audio. Knowledge of Vmix, BlackMagic Studio Cameras and switchers. Strong problem-solving and analytical skills, with a proactive approach to identifying and resolving issues. Ability to track, report and collaborate on any technical issues or concerns Ability to prioritize tasks efficiently, perform well under pressure, and demonstrate strong organizational skills in managing and resolving escalated incidents. Education A Bachelor's degree with 3-5 years of experience in Audio Visual Support or a related discipline. Responsibilities The (UCC) Support role is highly responsive and requires a proactive individual with strong technical and customer service skills. In addition to the core skills and competencies, the role also involves the following: Equipment Moves and Physical Setups for Events: The role has physical demands where the team handles transporting, setting up, and dismantling AV hardware such as (but not limited to) projectors, screens, speakers, microphones, lighting rigs, and associated cabling. This often involves lifting and moving heavy items like large displays and sound systems. Responsibilities include ensuring all systems function properly, minimizing downtime through troubleshooting, and adapting to various situations to deliver event solutions independently or under direction. Pre Event: Thoroughly testing all AV systems prior to events to identify and resolve any technical issues, ensuring all equipment is fully functional and optimized for performance. Event Support: The team will assist in the planning, coordination, and execution of various events. The role requires excellent communication skills, attention to detail, and the ability to work under pressure. This includes providing exceptional VIP support to executive leaders, coordinating events, and ensuring we have resources to enhance their overall experience. Collaboration and Customer Interaction: Work closely with the UCC towers of Operations and Engineering, following agreed processes and engaging in a collaborative approach. Provide excellent customer service managing incidents, service requests, customer interactions and troubleshooting of a range of cutting-edge UCC technologies. About the Team Our Unified Communications & Collaboration (UCC) Support team is responsible for delivering seamless communication and collaboration experiences across Moody's global offices. The team's main purpose is to provide expert technical support for meeting rooms, live events, and collaborative technologies, ensuring that employees, executive leadership, and external partners can connect and work together efficiently. For US-based roles only: the anticipated hiring base salary range for this position is $72,300.00 - $105,000.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
$72.3k-105k yearly 60d+ ago
Practice Engagement Specialist
Invesco 4.6
San Francisco, CA job
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.
$48k-70k yearly est. Auto-Apply 11d ago
Systematic Fixed Income Researcher
Fidelity Investments 4.6
San Francisco, CA job
The Group Quantitative Research & Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity's investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Role Join the Systematic Fixed Income Strategies group within Fidelity's QRI team. We're looking for a curious, high-energy researcher who loves turning data into investable insights-and who writes clean, efficient code. In this role, you will design, test, and deliver active systematic strategies across global fixed income markets, partnering closely with Portfolio Management from idea generation through production execution. The Value You Deliver * Research and develop systematic strategies across global fixed income spanning asset allocation, timing, and security selection. * Build robust research pipelines and backtests: define hypotheses, run backtests, evaluate signal efficacy/decay, and assess performance robustness and risk. * Productionize research: transform prototypes into reliable, well tested code; design and maintain data pipelines; and ensure strategies are modeled and executed optimally. * Collaborate with researchers, portfolio managers, and product partners across the full investment process-from idea generation to implementation and post trade review. * Discover, evaluate, and integrate alternative and new datasets; engineer features from large, complex data (structured and unstructured). * Drive implementation and execution research, portfolio construction, transaction cost modeling, PM dashboards, and attribution. The Skills & Experience You Bring * Advanced degree in Engineering, Physics, Mathematics, Economics, Finance, Computer Science, or another quantitative discipline. * 3+ years of relevant experience in systematic investing or a comparable quantitative research role. * Demonstrated experience researching with large, complex datasets and translating research into production ready tools. * Exceptional Python coding skills with fluency in the scientific Python stack, version control (Git), and unit/integration testing. * Familiarity with relational databases. * Very strong interpersonal and verbal communication skills; team oriented with a bias for action and ownership. Preferred Qualifications * Understanding of fixed income markets, including drivers of return, risk management, and portfolio construction techniques. * Experience with portfolio optimization, risk models, and execution research. * Experience with Bloomberg. * Exposure to cloud and distributed compute (e.g., AWS, Spark), workflow orchestration, and CI/CD. The base salary range for this position is $100,000 - $200,000 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: Category: Investment Professionals
$100k-200k yearly 8d ago
Associate
Alliancebernstein LP 4.3
San Francisco, CA job
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 adv 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 ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Equal Employment Opportunity Employer People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Salary Disclosure In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary: $86,000-$92,000. 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, commissions, year-end incentive compensation, and other incentives. San Francisco, California
$86k-92k yearly Auto-Apply 60d+ ago
Front Desk Supervisor
Silicon Valley 4.4
San Jose, CA job
We are looking for a Front Desk Supervisor to lead and manage the front desk operations of our hotel. The ideal candidate will be responsible for overseeing a team of front desk staff, greeting guests, addressing guest inquiries and complaints, and ensuring a professional lobby environment. Strong leadership, time management, organizational, and communication skills are essential. Compensation: $21 - $23 Key Responsibilities: Led and trained front desk staff, and managed shift schedules. Process guest check-ins, confirm reservations, assign rooms, and issue room keys. Handle confidential guest information with integrity. Resolve guest complaints and requests in a friendly, professional manner. Ensure the lobby and common areas are clean and welcoming. Manage cash drawer contents and transactions during shifts. Coordinate with Housekeeping/Maintenance to ensure room readiness. Process payments (cash, debit, credit) and check-outs, resolving any charges. Generate daily reports (arrivals, departures, special requests) and ensure accuracy. Supervise staff performance and complete performance reviews. Assist guests with directions and information about the property and local areas. Perform administrative duties such as filing and updating records. Ensure all front desk activities (bookings, appointments, calls, emails) are handled efficiently. Complete other duties as assigned. Requirements: Minimum 2 years of hospitality experience. Minimum 2 years of front desk experience. At least 1 year of supervisory experience, preferably in hospitality. Proficiency in Windows OS and company-approved spreadsheets and word processing. Strong verbal and written communication skills. Ability to handle guest complaints and resolve issues promptly. Ability to manage time effectively in high-pressure situations. High school diploma or equivalent. Physical Demands: Regularly required to walk, stand, and use hands to reach. Frequently required to stoop, kneel, crouch, or crawl. Must be able to lift and move up to 50 pounds occasionally.
$21-23 hourly Auto-Apply 60d+ ago
Financial Representative - Berkeley, CA
Fidelity Investments 4.6
Berkeley, CA job
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes 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 * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 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 66 - FINRA Category: Customer Service
$45k-70k yearly 10d ago
SVP - SPS Relationship Management Group Manager
Fidelity Investments 4.6
San Francisco, CA job
This exciting role will lead one of Fidelity's Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services & Non-Qual is Fidelity's equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants. The Role The SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships. This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise. The Expertise and Skills You Bring * Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. * Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. * Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans. * Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity. * Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing. * Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses. * Transparent and credible presence in the Equity Compensation industry * Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills. * Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes. * Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity. * Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results. * Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent. * Coach and mentor to provide continued career development and evaluate performance. * Provide leadership to build an empowered, diverse and inclusive team culture * Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline. * Ensure that team is compliant with all appropriate rules and regulatory requirements. * 15+ years of professional experience, 5+ years in institutional (B2B) sales and relationship management, with a proven record of driving results and demonstrating successful leadership across diverse roles is preferred. * Series 7, 24 & 63 licenses are required. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 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. 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: Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA Category: Sales
$185k-400k yearly 10d ago
Senior Investment Specialist, AssetMark Investment Solutions
Asset Mark 4.1
Asset Mark job in Concord, CA
Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients. We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We're seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform's subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC or Concord, CA. Responsibilities: * Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth. * Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings. * Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events. * Gain insights into advisors' businesses, clients, and challenges to recommend tailored solutions that address their specific needs. * Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space. * Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages. * Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Knowledge, Skills, Abilities: * Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals. * Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. * Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients. * Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients. * Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Education & Experience: * 5+ years of experience in field preferred * CFA or CAIA Certification Preferred (or currently enrolled). * Series 65? Active License * Bachelors Degree in Finance, Economics or similar and/or equivalent job experience * undefined Compensation: The Base Salary range for this position is between $175,000-$200,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$175k-200k yearly Auto-Apply 60d+ ago
Hotel General Manager
Silicon Valley 4.4
San Jose, CA job
We are seeking a dedicated Hotel General Manager to oversee operations and ensure an exceptional guest experience. The ideal candidate is a strong leader who thrives in hospitality, possesses excellent communication, time management, and organizational skills, and is committed to delivering outstanding customer service. Compensation: $70,000 - $90,000 Key Responsibilities: Oversee all hotel operations to maximize revenue, guest satisfaction, and brand standards compliance. Lead marketing and advertising efforts to drive occupancy and revenue. Develop and maintain positive relationships within the local community. Manage inventory, record-keeping, and ensure budgeted cost controls. Hire, train, and motivate employees while fostering teamwork and growth. Handle guest, employee, and property issues professionally. Be available for on-call responsibilities and emergency coverage. Maintain compliance with federal, state, and local regulations. Ensure all required reports on revenue, expenses, and operations are submitted timely. Essential Skills & Qualifications: Previous experience as a General Manager or Assistant General Manager. Ability to lead, delegate, and resolve conflicts professionally. Strong organizational skills and attention to detail. Ability to work independently with minimal supervision. Professional demeanor with excellent guest service skills. Must meet property grooming standards. Willingness to work all shifts as needed, including weekends and holidays.
$70k-90k yearly Auto-Apply 60d+ ago
Vice President, Retirement Compliance
Fidelity Investments 4.6
San Francisco, CA job
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
$86k-117k yearly est. 29d ago
Platform Revenue Senior Analyst
Assetmark Financial Holdings 4.1
Assetmark Financial Holdings job in Concord, CA
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. The Job/What You'll Do: The Billing team manages all aspects of fee billing, including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee maintenance, and facilitation of fee payment to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles on an annual basis. The Platform Revenue Senior Analyst oversees and supports the comprehensive revenue collection and billing processes across multiple business segments. This role plays a critical function in ensuring accuracy, compliance, and operational efficiency in high-volume client billing, custodial adjustments, and fee reconciliation. The ideal candidate brings strong analytical capabilities, a deep understanding of billing systems and processes, and proven experience collaborating across cross-functional teams. As a senior member of the Billing Operations team, you will also provide guidance, mentorship, and quality assurance to ensure consistency in deliverables and continuous improvement in practices. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc Document and review processes and recommend improvements to those processes. Overseeing the completion and assignment of CE tasks Review and approve the weekly custodial adjustments Perform daily QC and audit/review process of billing maintenance requests Prepare the 3rd party custodial fee account reconciliation Assist Team leaders with the monthly and quarterly billing cycles Effectively communicate any challenges or issues in a summarized fashion to the team lead, and have a full understanding of the team function and dynamics Serve as the go-to person for the team for questions and support Develop strong partnerships with other departments/functions within AssetMark, Inc. Work closely with the Billing project/program leader to resolve technology challenges and to enhance processes Knowledge, Skills, and Abilities: Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation Detail-oriented with advanced problem-solving and analytical skills Ability to assess and minimize risk to the organization Strong business acumen that extends beyond the immediate Billing team responsibilities Outstanding Customer Focus - seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firm Education & Experience: Bachelor's degree or equivalent experience required Minimum of 5 years of financial services industry experience required 2+ years of Leadership experience is preferred Proven time management, prioritization, and organizational skills are preferred Compensation: The Base Salary range for this position is between $80,000-$90,000. 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.
$80k-90k yearly Auto-Apply 28d ago
Associate Director, Investment Management
Invesco 4.6
San Francisco, CA job
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 JOB SUMMARY The Associate Director position is based in San Francisco or Los Angeles, CA and will be responsible for direct oversight of all aspects of investment management for a portfolio of high-quality multifamily assets. As a member of the residential investment management team, the Associate Director is tasked with driving outperformance for their assets under management by identifying and capitalizing on opportunities to create value. The role is intended to allow talented and motivated individuals to further develop their experience and judgment to advance to a more senior-level investment manager competency. The Associate Director will leverage existing industry relationships and represent Invesco Real Estate in the market through interaction with both partners and peers. PRIMARY DUTIES AND RESPONSIBILITIES Drive investment strategy, value creation and outperformance through direct oversight of property operations, leasing and capital deployment. Measure and monitor asset performance against a variety of benchmarks including client objectives, pro-forma metrics, budget and market comparables. Develop and effectuate annual business plans through actively overseeing property management, leasing, accounting, legal, appraisal, tax, research personnel as well as third-party consultants. Perform regular market visits and property inspections for assigned assets; travel required. Maintain open and effective lines of communication with Portfolio Management regarding management of their investments including the physical, financial, and leasing performance. Work collaboratively with JV partners and service providers while best serving Invesco's interests. Actively engage in the appraisal and internal valuation process to ensure accurate results. Perform acquisition due diligence in collaboration with Acquisitions, Underwriting and Engineering. Review and approve the various documents pertaining to operating and marketing the assets, including management agreements, leasing agreements, service contracts, etc. Assess prospective commercial tenants' businesses and credit worthiness and execute leases in mixed-use investments. Develop and maintain knowledge regarding capital markets activity in assigned region(s). Review and approve required client reports in final form. Develop and foster productive working relationships with property management companies, brokers and industry peers. Establish credibility both internally and externally as Invesco's regional multifamily expert. Serve as an active contributing member of the residential team and the broader investment management team, sharing best practices and shaping platform initiatives. POSITION QUALIFICATIONS Undergraduate degree is required, advanced degree a plus. Minimum of 5 years of hands-on institutional real estate experience preferred in one or more of the following disciplines: Asset Management, Acquisitions, Underwriting, or Property Management. Extensive experience and strong passion for working with institutional quality multifamily investments. Broad understanding of the operational and investment fundamentals of institutional real estate. Excellent verbal, written and interpersonal communication skills. Effective organizational and time management skills. Strong quantitative analysis and Excel modeling skills. High proficiency with Excel, Power BI, Word & PowerPoint. Working knowledge of Argus Enterprise OTHER ATTRIBUTES SOUGHT Solutions and results oriented Creative and innovative Intellectually curious 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 California is $125,000 to $175,000 annually. Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace 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.
$125k-175k yearly Auto-Apply 32d ago
Planning Consultant - San Francisco, CA
Fidelity Investments 4.6
San Francisco, CA job
Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship 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 * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 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: Relationship Management
$70k-105k yearly 18d ago
Associate
Alliancebernstein LP 4.3
San Francisco, CA job
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 adv 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 ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Equal Employment Opportunity Employer People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Salary Discolsure In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary: $86,000-$92,000. 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, commissions, year-end incentive compensation, and other incentives. San Francisco, California
$86k-92k yearly Auto-Apply 60d+ ago
Associate, Investment Management
Invesco 4.6
San Francisco, CA job
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 Associate partners with Asset Managers in the management and oversight of various commercial and multifamily real estate investments, with the overall goal of optimizing asset performance and values. The Associate plays an integral role in developing and executing property specific strategies, analyzing major leasing decisions and how they impact value, performing major feasibility studies and evaluating property level performance against relevant industry benchmarks. In addition, the role is responsible for providing support and analysis for the preparation of the quarterly and annual property reports and budgets for a portfolio of assets. SPECIFIC DUTIES AND RESPONSIBILITIES · Work with Asset Manager to create property level operational strategies and analyze major leases, capital projects or other investment factors impacting asset value. · Assist in the review of valuation models (Argus and Excel) and take part in the acquisition and disposition process, overseeing the flow of due diligence information for select investments as needed. · Prepare financial analysis to track historic portfolio and property level results in comparison to industry benchmarks. · Coordinate the development of Annual Business Plans and Quarterly reports by assisting in the preparation of property operating and capital budgets and reviewing and approving on-going financial variance reporting. · Communicate with third party property management and leasing personnel as well as insurance and real estate tax consultants and other third party providers as needed. · Review lease submittal packages, evaluate prospective tenant businesses and credit worthiness, and perform other lease related financial analysis as needed. · Collect, analyze and synthesize relevant market reports and other lease or transaction related data. · Help facilitate lender compliance with asset specific requirements such as obtaining approvals for lease agreements or significant capital expenditure projects and coordinating the release of escrow accounts. · Support enforcement of internal audit requirements with third party providers, and further ensure that such firms are conducting business in accordance with property management agreements. POSITION QUALIFICATIONS Education: · Four year or equivalent undergraduate degree in Business or related field. Post graduate education a plus. A commitment to continued education in real estate will be encouraged. Work Experience: · 2 - 5 years of experience in the commercial and/or multi-family real estate industry (or business-related activity) is required. · Property level experience is a plus. Skills: · Effective interpersonal, communication (verbal and written) and listening skills. · Strong computer literacy including fluency with Argus, VTS, RealPage, Microsoft Excel and Word, and PowerPoint. · Ability to understand and interpret commercial lease agreements and language as well as present value concepts and financial terminology. · Analytical problem-solving skills capable to undertake detailed analyses and make well-reasoned, decisive recommendations. · Demonstrated prioritization, organization and time management skills necessary to balance competing deadlines. · Desire to multi-task in a complex, high-volume environment and competency to work with all levels of management and personnel on critical projects. Travel: · Some travel will be required for periodic asset management related property visits and select acquisition due diligence. 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 California is $105,000 to $120,000 annually. Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace 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.
$105k-120k yearly Auto-Apply 27d ago
Director, Strategy and Chief of Staff - Wealth Solutions
Assetmark Financial Holdings 4.1
Assetmark Financial Holdings job in Concord, CA
The Director, Strategy and Chief of Staff - Wealth Solutions will work as a member of the Wealth Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&A process and drive other strategic programs that drive firm growth. Our ideal candidate is intellectually curious, loves to work with data, strives for constant improvement, and excels in a highly collaborative culture. This position will also require you to dig into data to help answer business questions as well as manage critical projects to support both existing and new strategic initiatives. A successful candidate enjoys building fact-based reporting, business cases, or other insights that inform AssetMark's product and services strategy and innovation. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC offices. Responsibilities: Support strategic planning and managed across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process. Collaborate with Corporate Strategy and Executive Team to ensure the Wealth Solutions strategy is fully aligned with broader enterprise priorities Partner with Corporate Development to assess and shape M&A opportunities that intersect with and enhance AssetMark's Wealth Solutions capabilities Support the development and maintenance of a forward-looking investment product and services roadmap for the Investment Solutions organization. Drive business case development with supporting analytics, opportunity sizing, competitive environment assessment, and conduct financial modeling. Function as an internal consultant supporting leaders overseeing Assetmark's wealth solutions, service offerings and client segments. Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services and the broader competitive environment. Consistently innovate or support innovation of the business models and product offerings Contribute to the creation and maintenance of KPIs, OKRs, and executive reporting collateral (on a quarterly and ad-hoc basis). Seek to automate and constantly improve internal processes for tracking: financial metrics, product usage, asset distribution, adoption of services, etc. Champion client needs internally to help prioritize product roadmap decisions. Serve as a subject matter expert in competitive intelligence in advisory business, understand the competitive landscape in TAMP, Wealthtech, and BDs in terms of product trends, usage, and pricing. Support the Chief Wealth Solutions Officer in creating materials and presentations that deliver on various business objectives. Knowledge, Skills, and Abilities: Advanced skill in Excel and PowerPoint; plus high competence with database construction, CRM platforms, and business intelligence tools (e.g. Tableau or BI) to optimize processes and enable success Strong analytical skills with the ability to analyze / mine data while identifying key insights and trends Strong communication skills with the ability to effectively interface with senior leadership up to and including the C-Suite Ability to manage multiple projects simultaneously, with the capability of switching between high-level strategic thinking and a tactical opportunity mindset Flexible mindset and ability to adapt quickly to new demands and challenges (able to deal with ambiguous situations, frequent change, or unexpected events) A strong action orientation Excellent oral / written communication, presentation and listening skills Partners well with colleagues and outside business partners to get work done A positive, team oriented, can-do attitude Must be able to work effectively in fast-paced, changing environment Education & Experience: Bachelor's degree in finance, statistics, business, or other related fields 5-10 years of relevant experience. A combination of investment analyst, strategy analyst, and/or experience in the financial services industry is highly preferred The candidate must demonstrate strong quantitative skills with strengths in the areas of strategy, analytic assessment, communication skills and displaying the ingenuity and tenacity in delivering high quality results 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.
$160k-213k yearly est. Auto-Apply 60d+ ago

AssetMark jobs in Concord, CA - 40 jobs

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