s Gain work experience in the financial services and information management fields Learn best practices for assessing and organizing large amounts of specialized data Gain insights into how to successfully collaborate within a cross functional and dynamic organization Responsibilities Identify areas for additional resources and content during training Enhance current Knowl

Support the consultative process for the Wealth Management platform and service offerings by partnering with a Regional Consultant(s) (external wholesaler). Partnerships are determined by the amount of AUM and the number of advisors of the Regional Consultant. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportu

Develop and execute end to end email marketing campaigns, encompassing conceptualization, design, segmentation, and deployment Assist in the creation and implementation of personalized email marketing strategies Implement A/B testing strategies to optimize email performance Ensure strict adherence to email marketing best practices, industry regulations, and CAN SPAM laws

Oversee a small team of software engineers and all projects they undertake, analyze briefs, write progress reports, identify risks an develop work schedules Possess flexibility to accommodate interaction with offshore development team Communicate with business stakeholders and articulate technical concepts to non technical stakeholders Design cloud first solutions in a hi

Responsible for day to to day, ongoing maintenance and process tasks within the system including dimensions, levels, accounts, versions, sheets, reports, integrations, etc. Partner with FP&A leaders and other stakeholders to help drive the successful utilization of the Adaptive platform Serve as a liaison between FP&A team, Workday, and our third party Adaptive Planning s

Support the development and implementation of the Funds compliance program, collaborating with other departments at AssetMark as well as vendors, outside counsel and sub advisors to the Funds. Assist in the ongoing implementation and execution of the Funds' risk assessment and testing program, including conducting compliance testing; evaluating, documenting and presenting

Ownership of one core trade operations process Oversee the completion of all key functions to the core process Identify process improvements and execute change to drive efficiency Maintain a strong knowledge of all processes within Trade Operations Daily tracking of workflow metrics Knowledge, Skills, and Abilities Ability to work collaboratively with team members in a fa

P r o fe s sionall y r ep res e n t t he ful l co m p l e me nt of A dhes i on ' s ma n age d in v e s tin g s ervic e s D e v e l op a larg e p i p eli ne o f via b l e prospect s i n ou r targe t marke t t h r ou g h coo r d i n ate d p r o sp e cti ng wit h you r m an a ger and t h r o ug h ac tiv e n etw o rki ng i n t he industr y an d wit h Adhesion' s externa l par

Lead the strategic partnerships program for platform investment solutions providers with a keen focus on maximizing the existing business relationship and identifying new opportunities that are mutually beneficial Create comprehensive business plans with strategic partners and implement them by collaborating with cross functional teams that support the program's services

Work with leaders across AssetMark to help define and execute upon the next generation of wealth management services and capabilities Lead research, planning, development activities that help drive the assessment of new and enhanced platform offerings including UMA, Rep As Strategist, Rep As PM, Tax Management Services, Direct Indexing, Unified Managed Household, Annuitie

Take individual ownership of opening new applications, transfer requests, and additional investment account features by conducting initial work reviews, determining if all paperwork is in good order, and confidently communicate with Financial Advisor offices when corrections/additions need to be made Engage in a fast paced training program teaching complex work processes

This position will undertake specified tasks, performing some or all of the following Serve as the Lead Salesforce QA person that will set the QA standards across all teams Partner with product owners and business stakeholders to understand business requirements and translate them into comprehensive test plans Own the responsibility for the development and implementation