Jobs at AssetMark

Early-career product role building internal AI tools: discover and prioritize employee workflow problems, rapidly prototype AI agents and automations, partner with engineers and cross-functional teams to launch and iterate, drive adoption, ensure responsible AI and compliance, and measure impact on productivity and quality.

The Incident Manager oversees the lifecycle of production issues, partners with teams to restore service, and drives root cause analysis to prevent future incidents.

The Associate QA Engineer will execute tests, report defects, maintain automation scripts, and learn from experienced professionals while supporting a quality engineering team.

Lead and manage the Advanced Planning team delivering sophisticated wealth, estate, tax, retirement, and succession planning for HNW/UHNW clients. Act as player/coach on complex cases, improve operations and technology adoption, present to advisors/clients, and collaborate cross-functionally to scale planning capabilities.

Internal Sales Representative supporting Business Development to drive territory strategy, engage prospects via web/phone/email, manage leads and Salesforce contacts, assist RFP responses, perform market research, maintain sales collateral, and collaborate to grow advisor relationships and territory performance.

Review, validate, process, and monitor sales fee accommodation requests. Investigate discrepancies, reconcile accounts, prepare reports/dashboards, maintain documentation, coordinate with cross-functional partners, and identify process and control improvements to streamline fee accommodation workflows.

Monitor and analyze trading workflows, reports, and controls to identify exceptions, trends, and operational risk. Maintain dashboards and documentation, investigate anomalies, support testing and validation of system/reporting changes, and coordinate cross-functionally to improve controls and operational efficiency.

Early-career engineer who builds developer tools, platforms, and workflows to improve productivity. Write maintainable code, test and debug, collaborate cross-functionally, document processes, follow agile practices, and learn platform technologies (CI/CD, Kubernetes, IaC, cloud).

Monitor and analyze trading workflows, identify exceptions and trends, maintain dashboards and controls, investigate anomalies, support testing and validation of system/reporting changes, document findings, and work cross-functionally to improve trade execution reliability and operational controls.

The Senior Site Reliability Engineer will enhance system reliability, automate operations, ensure compliance, and collaborate with engineering teams to improve production systems at AssetMark.

Lead design and delivery of a Snowflake-centered enterprise data platform, driving migration from legacy systems to Snowflake/Fivetran/dbt. Own platform architecture, engineering standards, data governance, observability, cost optimization, and migration execution. Build and mentor a data engineering team, coordinate cross-functional stakeholders, ensure production readiness, and enable analytics and AI/ML use cases through curated, trusted data products.

The Platform Software Engineer develops APIs and infrastructure components, ensures system security and reliability, and collaborates with teams on technical solutions.

Design, build, and evolve self-service developer platforms, CI/CD pipelines, and cloud-native infrastructure to improve developer productivity, deployment automation, and reliability. Lead cross-team initiatives, establish standards and metrics (DORA/SPACE), mentor engineers, and collaborate with SRE and Security to deliver scalable, compliant platform solutions on Azure and Kubernetes using IaC and automated deployment practices.

The Director of Investment Program Management will oversee product management lifecycles, drive AUM growth, manage key partnerships, and collaborate on product strategies to enhance growth and client experience.

As a Senior Financial Planner, you will provide expert financial planning services to advisors and clients, developing comprehensive plans in areas such as investments, retirement, and estate planning.

Lead design and implementation of mission-critical platform systems and APIs, define platform architecture and standards, build enterprise-scale data and integration solutions, enforce API governance and compliance, mentor engineers, drive refactors and modernization, and coordinate platform work across multiple teams to ensure scalability, reliability, and security.

Build, test, and maintain dbt/SQL transformations and pipelines in Snowflake; assist with dimensional modeling, data quality, documentation, and governance; collaborate with analysts and business users; use Git workflows; apply analytical problem-solving; learn observability and AI-assisted engineering under mentorship.

Operate and improve AssetMark's Azure platform and AKS operations, build and maintain IaC and automation (Terraform/Bicep, PowerShell/Python), support CI/CD (Azure DevOps/GitHub Actions), observability (Azure Monitor, Log Analytics, Grafana, OpenTelemetry), identity and security integrations, cost optimization (FinOps), and provide secondary support for data platforms and AI/agent workloads on Kubernetes.

Lead data governance and stewardship for assigned domains: run governance councils, create SOPs, implement automated data quality controls, maintain metadata, drive data quality improvements, train junior stewards, and partner with business and engineering to resolve complex data issues and operationalize governance.

Lead design, launch, and scaling of wealth management products for financial advisors. Own product lifecycle, define requirements and success metrics, drive cross-functional execution, develop go-to-market positioning and advisor education, monitor industry trends, and support adoption and reporting for AssetMark's Wealth Management Services platform.