AssetMark

Title: Sales Operations Analyst Location: Phoenix, AZ, Chicago, IL, Concord, CA time type Full time job requisition id Req-003874 Job Description: The Job/What You’ll Do: The Sales Operations Analyst will deliver data-driven insights to inform strategic decisions across sales and marketing, driving organizational efficiency and effectiveness. The role serves as a key business partner to AssetMark's Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales teams. This role supports day-to-day sales operations, Salesforce reporting and workflows, performance analytics, and execution of key sales planning processes. The ideal candidate brings a strong analytical mindset, operational rigor, and an understanding of advisor-focused sales organizations within financial services or wealth management. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ, Chicago, IL, or Concord, CA. Responsibilities: Sales Operations Support & Execution: - Support the daily workflow of requests received by Sales Operations from Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales - Support ad hoc projects and assignments as needed for Sales Operations leadership and Channel & Client Growth teams Sales Performance Analytics & Reporting: - Create and deliver performance reporting using Salesforce, CRM Analytics, Power BI, Excel, and other tools to illustrate performance against sales objectives - Measure, analyze, and communicate key performance metrics, including sales growth, pipeline progression, conversion rates, sales activity, advisor engagement, and goal achievement - Deliver actionable insights and content for sales management, senior leadership, business reviews, and executive summaries - Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization Salesforce & CRM Enablement: - Maintain, refine, and enhance dashboards in Salesforce and CRM Analytics to deliver actionable insights and critical data for measuring sales goals and KPI achievement - Promote and drive adoption of new Salesforce tools and workflow processes throughout the organization Customer Segmentation & Growth Analysis: - Analyze sales trends, business development activity, advisor behaviors, and market penetration to support targeting and growth strategies - Provide recommendations that support client acquisition, retention, and expansion initiatives Forecasting, Pipeline Management & Sales Process Improvement: - Work directly with Sales Managers and Team Leads to implement best practices in opportunity, funnel, and pipeline management to support accurate sales forecasting - Support forecasting processes through analysis of historical performance, pipeline activity, and key business drivers Territory Planning & Capacity Management: - Optimize territory coverage and capacity to ensure effective resource allocation across supported sales channels Cross-Functional Projects & Collaboration: - Collaborate with Business Intelligence, Sales Compensation, Marketing, Finance, Technology, and CRM Development teams to support data governance and operational alignment - Support cross-functional projects and initiatives with data-driven recommendations aligned to organizational priorities and strategic goals Knowledge, Skills, Abilities: - Strong proficiency in Salesforce reporting, CRM Analytics, Power BI, Excel, and data visualization best practices - Experience working with CRM platforms, preferably Salesforce CRM, including reporting, dashboard development, and data management - Strong analytical and problem-solving skills with the ability to translate data into actionable business insights - Knowledge of sales forecasting, pipeline management, territory planning, customer segmentation, and sales performance measurement - Excellent communication and presentation skills to engage with sales management, senior leadership, and cross-functional stakeholders - Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively - Ability to work independently while collaborating effectively across cross-functional teams - Adaptable problem-solving skills and a continuous improvement mindset to meet evolving business needs Education & Experience: - Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field - 3+ years of experience in Sales Operations, Revenue Operations, Business Analytics, Financial Services, or a related field - Experience working with Salesforce CRM and sales reporting environments. - Highly motivated self-starter with a strong customer service orientation and commitment to operational excellence - Experience supporting sales, operations, analytics, or business planning functions within financial services, wealth management, asset management, banking, or fintech industries - Experience working in a cross-functional environment supporting Sales, Marketing, Technology, Finance, or Business Intelligence teams Compensation: The Base Salary range for this position is between $80,000-$90,000 for Phoenix and Chicago and $90,000-100,000 for Concord. 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.

• Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. • Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning). • Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice. • Design, direct, and develop business strategies and solutions to meet client needs. • Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions. • Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation. • Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives. • Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.

Title: Senior Wealth Strategist Location: Charlotte Job Description: Job Description: The Job/What You’ll Do: We are seeking an exceptionally talented, collaborative, and client-focused professional to join AssetMark’s Wealth Solutions team as a Senior Wealth Strategist – Advanced Planning. This role is designed for an experienced wealth strategist who enjoys staying close to advisors and clients while also coaching and elevating others. You will work directly with advisors and their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to deliver sophisticated wealth planning solutions, while serving as a hands-on mentor and resource to a team of advanced planners. If you thrive in complex planning conversations and value influence through expertise, this is a strong fit. The Senior Wealth Strategist plays a critical role within AssetMark’s Wealth Solutions group. You will influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In this highly visible position, you will partner cross-functionally to shape and evolve AssetMark’s planning capabilities, provide thought leadership in complex estate and business succession planning, and ensure an exceptional advisor and client experience. Responsibilities: - Provide unbiased, customized wealth planning guidance to advisors and their HNW/UHNW ($30M+) clients based on deep client discovery and understanding - Participate directly in complex client engagements, including estate planning, tax mitigation, wealth transfer, business succession, and multi-generational strategies - Serve as a senior resource for advisors navigating sophisticated planning scenarios and unique client needs - Work alongside advisors to support new and existing client opportunities and deepen client relationships - Advocate for and model effective use of AssetMark’s Wealth Solutions and Advanced Planning engagement framework - Collaborate on the development and presentation of wealth strategies and advice materials that support advisor and client decision-making - Present complex planning concepts in a clear, conversational, and practical manner for both advisors and clients - Coach and mentor senior financial planners through real-time casework, feedback, and shared client engagements - Support consistency and quality in planning deliverables, tools, and processes across the team - Partner with Product, Sales, and Technology teams by providing advisor- and client-informed feedback to enhance planning solutions - Utilize planning technology and analytics to deliver engaging, insight-driven client experiences - Train and enable advisors to confidently lead effective, technology-enabled wealth strategy conversations - Minimal travel requirement Knowledge, Skills, and Abilities: - Proficiency with financial planning tools (e.g., eMoney, MoneyGuidePro, Holistiplan) and CRM platforms such as Salesforce. - Proven ability to collaborate with professional advisors (e.g., CPAs, estate planning, and transaction attorneys) - Strong presentation and communication skills in both one-on-one and group settings - Ability to coach advisors and planners through complex cases while remaining hands-on with clients - Comfort balancing execution, mentorship, and collaboration in a fast-paced environment Education & Experience: - 10+ years of experience in advanced financial planning and HNW/UHNW client engagements - Active CFP® required - Bachelor’s degree required; advanced degree strongly preferred (CPA, JD, MST, MBA) - Deep experience in estate planning, tax planning, wealth transfer, and business transition strategies Compensation: The Base Salary range for this position is between $175,000-$210,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors, which may include job-related knowledge, skills, education, experience, and actual work location. Additionally, this position is eligible for an annualized Variable Incentive plan target of up to 30%. The achievement of the Variable Incentive Plan target will be based on company and individual performance to goals and metrics. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 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.

Title: Regional Consultant Location: California remote type Fully Remote locations Remote time type Full time job requisition id Req-003801 Job Description: The Job/What You’ll Do: As a Regional Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how AssetMark differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of AssetMark's platform offerings tailored to their needs. The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below. Compensation: The Base Salary range for this position is between $100,000-$125,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $275,000. Achievement of the Sales Incentive Plan target will be based on performance against clearly stated goals and metrics, with the opportunity to exceed target earnings through overachievement of established objectives/goals. This is a fully remote position; however, candidates must reside in the Northern California market. Responsibilities: - Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition - Provide support to advisors with large client presentations as needed - Work with the new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform - Identify individual objectives, circumstances, and needs of the advisor’s business and their client base, and work with the advisor to evaluate potential solutions - Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings Knowledge, Skills, and Abilities: - Strong time management and organizational skills - Ability to foster a cohesive and supportive team environment - Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment - Self-motivated with proven ability to work independently - Experience evaluating managed money platforms - Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline - Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings Education & Experience: - Bachelor’s degree in a business or finance field - 5+ years of experience in the financial services industry - 5+ years of in-person consultative sales experience - Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required 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-remote 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.

Job Description: The Job/What You’ll Do: The Head of Relationship Management (HRM) serves as the senior client engagement and revenue leader for AssetMark | Adhesion’s RIA growth strategy. This role is accountable for expanding assets under management and revenue with existing clients in the RIA channel by leading enterprise‑level relationships, advisor‑level adoption, and a high‑performing Relationship Management organization. The HRM is responsible for both setting the relationship management strategy and ensuring disciplined execution across key enterprise RIA clients, multi‑advisor firms, and strategic growth relationships. This includes direct ownership of senior executive relationships, active participation in priority client engagements, and oversight of structured, repeatable relationship management and sales efforts that drive advisor adoption, platform utilization, asset onboarding, and long‑term retention. The successful candidate will lead strategic engagements with RIA home offices and executive leadership while also ensuring consistent, day‑to‑day execution at the advisor and firm level. This role requires balancing long‑range growth planning with hands‑on involvement in account planning, pipeline management, onboarding oversight, and internal coordination to deliver measurable outcomes. As leader of the Relationship Management function, the HRM will mentor and develop Relationship Managers into effective salespeople for their assigned client groups—deeply knowledgeable about each firm’s business model, advisor segmentation, growth objectives, operating structure, and technology and investment ecosystem. The Relationship Management team maintains responsibility for a portfolio of critical, high‑value RIA relationships. Accordingly, the HRM owns forecasting accuracy, account planning rigor, budget discipline, and attainment of growth targets across existing relationships and newly onboarded RIA firms. Success in this role requires intellectual curiosity, a consultative approach, and the ability to work seamlessly across sales, service, investments, technology, and product teams to deliver and retain expected assets. Responsibilities: Strategic Leadership & Client Engagement: - Serve as the firm’s senior executive leader for RIA client engagement, owning C-suite and executive-level relationships at key enterprise and multi-advisor RIA firms - Establish the overall RIA relationship management strategy, including engagement models, account segmentation, sales coverage frameworks, and growth priorities - Develop a deep understanding of RIA operating models, advisor economics, growth strategies, and decision-making frameworks to inform engagement and solution design - Act as a strategic advisor to executive leadership on RIA market trends, client needs, competitive dynamics, and emerging opportunities - Represent AssetMark | Adhesion externally as a senior voice to clients, industry partners, conferences, and media when appropriate Execution & Revenue Growth: - Maintain direct involvement in priority client relationships and strategic accounts, including participation in executive meetings, advisor roadshows, and critical growth initiatives - Lead the development and execution of detailed account plans for enterprise RIA clients, ensuring clear objectives, milestones, and accountability - Drive advisor-level adoption of the platform through coordinated sales strategies and ongoing client engagement initiatives - Ensure disciplined pipeline management, forecasting accuracy, and tracking of AUM and revenue growth across the Relationship Management team - Partner closely with onboarding, service, and implementation teams to deliver seamless client and advisor transitions and accelerate asset flows Team Leadership & Cross-Functional Collaboration: - Lead, coach, and mentor the Relationship Management team in best-in-class RIA relationship management and consultative sales practices - Establish clear expectations, operating rhythms, and performance metrics tied to retention, penetration, asset growth, and client satisfaction - Work cross-functionally with service, marketing, legal, investments, technology, and product teams to align on client priorities and deliver holistic solutions - Translate “voice of the client” insights into actionable feedback that informs platform enhancement, service improvements, and product development Knowledge, Skills, and Abilities: - 10+ years of enterprise-level sales and relationship management experience within wealth management or financial services, with direct exposure to the RIA channel - Proven ability to lead and scale high-performing relationship or sales teams while remaining actively engaged in key client execution - Deep understanding of RIA business models, advisor compensation structures, practice management dynamics, technology stacks, and investment solutions - Demonstrated success driving advisor adoption and platform growth within complex, multi-advisor RIA environments - Strong executive presence with the ability to lead high-stakes conversations and influence senior decision-makers - Excellent communication, presentation, and public speaking skills - Highly consultative mindset with the ability to uncover growth opportunities through thoughtful, insight-driven dialogue - Collaborative leadership style with a track record of working effectively across internal teams and external partners - Willingness to travel up to 40% Compensation: The Base Salary range for this position is between $220,000-$280,000. 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 a comprehensive sales incentive package 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. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. Who We Are & What We Offer: 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.

Title: Director, Corporate Strategy Location: Concord United States Job Description: Job Description: The Job/What You'll Do: 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 a broader set of stakeholders to support various strategic initiatives. This is a full-time position. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in Charlotte, NC, Chicago, IL or Concord, CA. Responsibilities: 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 the 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 the enterprise corporate strategy: - Partner with the VP, Corporate Strategy, to develop and refresh the 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, directly to the senior leadership team - Analyze and communicate how industry news and trends affect AssetMar 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, interpersonal, 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 in developing or being part of high-performing teams and creating alignment Education & Experience: - Bachelor's degree required - Minimum of 4 to 6 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 $160,000-$190,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. Who We Are & What We Offer: 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.

Title: Private Wealth Analyst Location: Chicago United States Job Description: Job Description: AssetMark Private Wealth helps advisors create customized investment solutions and comprehensive wealth plans for affluent and high-net-worth clients. Our Private Wealth Consulting team partners directly with advisors and AssetMark sales to deliver tailored strategies leveraging deep investment expertise, advanced planning, and a broad wealth management platform. By expanding advisors' capabilities across complex planning needs, the program helps advisors scale their practice and better serve and win high-net-worth relationships. The Private Wealth Analyst supports the AssetMark Private Wealth Consultants in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors. This role supports investment proposal development, portfolio construction, operational, and workflow support to Private Wealth Consultants, enabling scalable, high-quality delivery of AssetMark's Private Wealth capabilities. The Analyst will work closely with Consultants, sales partners, advanced planners, and internal investment and teams to translate advisor and client needs into implementable portfolio solutions and wealth planning deliverables. Over time, the Analyst is expected to progressively assist in consulting and servicing our advisors and their high-net-worth and mass affluent clients. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Chicago, IL office. Key Responsibilities Portfolio Analysis & Proposal Generation - Prepare customized portfolio proposals and performance illustrations using AssetMark tools and systems. - Coordinate with the internal portfolio construction team to develop customized portfolios for high-net-worth clients. - Perform tax transition and tax management analysis, including data collection, capital gains estimates, tax-loss harvesting frameworks, and tax sensitivity assessments. - Develop advisor- and client-facing materials including investment proposals, economic and market summaries, performance reports, and financial plans. - Conduct various financing planning studies using selected financial planning systems. - Support consultants in preparing materials for advisor meetings, client reviews, and prospect engagements. - Ensure materials are accurate, compliant, and aligned with AssetMark's investment and planning frameworks. Operational & Team Support - Maintain organized workflows, CRM management, and documentation to maintain and improve team scalability and efficiency. - Collaborate with Sales, Investment, Advanced Planning, and Operations teams to ensure deliverables meet firm standards. - Contribute to team best practices, process improvements, and training materials. Sales & Advisor Support - Leverage strong interpersonal skills to contribute to the growth of the Private Wealth business and deepen relationships with financial advisors. - Serve as a key relationship point of contact for advisors working with high-net-worth and affluent clients on the AssetMark platform. - Partner closely with the Private Wealth Consultant, sales teams, and Investment/Planning teams to deliver high-touch service and support the success of our advisors and their high-net-worth clients. - Support advisor engagement efforts through proactive outreach, coordination of materials, and assistance with Private Wealth initiatives and campaigns. Role Requirements Experience & Education - 2-5 years of experience in investments, wealth management, financial planning, asset management, or consulting. - Bachelor's degree in Finance, Economics, Business, or related field desired. - Progress toward CFA, CFP, CAIA, or similar designation preferred. Professional Skills - Client-service oriented with a strong commitment to delivering a high-quality advisor experience. - Excellent verbal and written communication skills, with the ability to interact professionally with advisors, internal stakeholders, and cross-functional partners. - Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. - Ability to manage multiple projects in a fast-paced, deadline-driven environment. - Collaborative mindset and ability to work in a matrixed organization with consultants, sales teams, and investment professionals. - High integrity and commitment to compliance and fiduciary standards. Technical & Analytical Skills - Proficiency in MS Office suite - Familiarity with portfolio analytics platforms (e.g., Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar) is a plus. Key Success Metrics - Quality, accuracy, and timeliness of portfolio and proposal deliverables. - Consultant productivity. - Advisor satisfaction with analytical support and materials. - Progression of technical expertise and contribution to team process improvement. Compensation: The Base Salary range for this position is between $90,000-$105,000. 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.

• The Retirement Plan Services Business Development Consultant is responsible for leading the growth and strategic development of retirement plans and services for the central region at AssetMark. • Develop deep and meaningful relationships with AssetMark ensemble teams, retirement plan advisors, recordkeeping, and DCIO wholesalers to identify business opportunities. • Create strategic initiatives based on those relationships. • Actively seek new client relationships and manage the entire sales lifecycle from prospecting to closing. • Engage with advisors to present a scalable retirement plan business development process tailored to their local market and objectives. • Build and maintain long-term relationships with existing financial advisors, ensemble teams, recordkeeping, and DCIO wholesalers. • Provide exceptional service and support to ensure client satisfaction and retention. • Utilize a consultative business development approach to understand client objectives and recommend suitable retirement plan services. • Clearly articulate the benefits and features of various retirement solutions. • Attend/Present at AssetMark and industry conferences, networking events, and seminars to promote the organization’s retirement services, expanding the network of potential advisory clients and partners.

Job Description: The Job/What You'll Do: As an RIA Business Development Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship. Responsibilities: Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territories Identify individual objectives, circumstances, and needs of the advisor’s business and their client base to assist them in evaluating potential solutions Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations Educate, advise, and consult prospective advisors on our wealth management platform, investment, practice management, and client relationship offerings Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances Proactive and continuous outreach to prospective clients through cold calling, utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline to facilitate a handoff to the regional sales team Confidently present AssetMark’s value proposition at advisor-attended events, utilizing existing presentation resources Ability to travel at least 30% of the time within the territory or other field meetings Knowledge, Skills, and Abilities: Demonstrated time management and organizational skills Ability to foster a cohesive and supportive team environment Ability to switch focuses and prioritize competing objectives as needed Self-motivated with proven ability to work independently Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline Strong knowledge of SMAs, direct indexing, and tax management services Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: Bachelor’s degree in a business or finance field Experience with RIA operating platforms, including trading and managed account solutions 7+ years of experience in the financial services industry Experience in Face-to-Face Sales Compensation: The Base Salary range for this position is between $120,000-$130,000. 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 a comprehensive sales incentive package 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.

• Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth • Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards • Model a culture of accountability, collaboration, and continuous improvement • Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation • Thoroughly understand strategic partners’ overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark’s goals • Plan development focusing on key strategic initiatives to meet AssetMark’s revenue growth, to reach prescribed sales targets, and growth metrics • Identify key advisors within existing firms to exert influence and advocacy with key advisory executives • Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards • Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms • Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors • Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives • Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence. • Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark’s positioning and identify areas of differentiation • Frequent travel is necessary to meet responsibilities