• Develop and enhance features in the backend (PHP/Laravel) and frontend (Angular), ensuring quality, performance, and scalability. • Actively contribute to the evolution of the platform architecture, including backend, frontend, and integrations, focusing on sustainable, long-term solutions. • Design, implement, and evolve RESTful APIs, considering versioning, security, and best practices. • Work on data modeling and persistence, operating with relational and non-relational databases, paying attention to performance and consistency. • Develop and maintain asynchronous processing solutions, queues, and jobs, handling concurrency and high data volumes. • Work with multi-tenant architecture, ensuring data isolation, security, and scalability per client/company. • Implement and maintain automated tests for both backend and frontend, promoting quality and reliability. • Work with Spec-Driven Development (SDD), contributing to clear technical specifications aligned with the code. • Use Artificial Intelligence (AI) in development, both to increase productivity and to build AI-based features.

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.

• Develop and enhance features tailored for enterprise customers, focusing on scalability and usability. • Implement and manage user and role management functionalities to support enterprise-level access control. • Design, create, and maintain open APIs for seamless integration with external systems. • Generate comprehensive reports and dashboards to provide actionable insights for business users. • Improve record creation and editing capabilities to enhance data management efficiency. • Work on integrating the platform with third-party tools and enterprise software. • Develop AI-driven features to optimize workflows and enhance user experience. • Collaborate with cross-functional teams to ensure solutions align with customer needs and business objectives. • Maintain high code quality standards through testing, documentation, and best development practices.

Why SailPoint? Love what you do. And love where you do it. Smart people, fun culture, innovative work, beautiful offices — oh, and everyone’s really nice. That’s what people say about SailPoint. We’re known as the company where everyone wants to work, and we have the awards to prove it. If you’re passionate about outsmarting cybercriminals and working at a company where you can truly have an impact, we want you to join our team.  SailPoint empowers the largest, most complex organizations by putting identity at the Center of Security and IT.  Our 2,000+ customers include global financial institutions, government entities, and pharmaceutical organizations and more. What You will Do: The Technical Advisor at SailPoint begins by leveraging their experience to build a deep understanding of our SaaS and/or Software solutions. Within a month or two, they are serving as a technical lead on customer engagements and cases where they will employ their client and partner communication skills, as well as their industry knowledge to share organizational best practices for SailPoint products and identity governance. After their first six months, Senior Solution Architects will have established themselves as both technical and consultative experts within the Professional Services organization, and by the end of their first year they will have become a trusted advisor to customers, partners, leadership and to less experienced team members. Required Responsibilities: - As a trusted advisor, provide strategic direction to customers and implementation partners for a successful Identity Security Program - Perform assessment on customer’s current Identity landscape and build out their future identity road map - Build out customers’ Identity role based access control and application onboarding program - Ensure SailPoint best practices are followed through the project for a successful project delivery - Advise and provide direction to junior resources on the project implementation - Provide pros & cons to customers' for building custom tools to meet their unique & complex business goals - Maintain healthy business relationship with customers and partners - Work with other advisory services leads, program managers and provide recommendations on any changes needed for the program. - Work with other cross functional teams to understand the product roadmap, product limitations and advise strategic direction to the customers - Document and present SaaS product adoption gaps - Recommend areas where SaaS products consumption can be improved - Solve complex problems using product’s Atlas extensibility platform (hands-on implementation work) Additional Responsibilities (Optional): - Manage, mentor, and coach direct reports - Manage project scheduling, budgeting, risk, and weekly status - Working with CSM renewals' team to lower churn risk, increase SaaS adoption, and either generate leads and/or manage new advisory services opportunities - Responsible for existing Advisory services clients renewal opportunities and closure Requirements: - 8+ years of experience in technical consulting role - Strong communication and presentation skills needed to perform identity security program assessments and provide a road map - Experience with any Identity provisioning and governance products is required - Experience with networking, directory servers, databases is required - Experience with Azure, AWS is a plus - Experience with Web based APIs is required - Experience with Object Oriented Programming is nice to have - Strong organizational, leadership and multi-tasking skills - Excellent analytical and problem-solving abilities - Documentation management and ability to use project management tools - Attention to details even under pressure - Time management skills with the ability to meet deadlines - IdentityIQ or IdentityNow Certification is a plus - Experience with data science & machine learning language models is a plus - Experience with scripting framework (Angular, Node JS, TypeJS, etc..) Language Requirements: - Fluent in French and English SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable law. Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact applicationassistance@sailpoint.com or mail to 11120 Four Points Dr, Suite 100, Austin, TX 78726, to discuss reasonable accommodations. NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.