Phoenix, Arizona, United States · Hybrid
$95k–$130k/yr
Job Description: The Job/What You'll Do: The Sales Intelligence Analyst is a key member of the Sales Operations team, responsible for transforming advisor conversations, sales interactions, market trends, and commercial …
Skills: Sales operations, Sales analytics, Business intelligence, Revenue operations, Commercial strategy
Charlotte, North Carolina, United States · Hybrid
$150k–$175k/yr
Job Description: Position Summary The Director, Payroll, Benefits & People Compliance is a leader within People Shared Services responsible for the execution and operational excellence of payroll, benefits administration…
Skills: Payroll operations, Benefits administration, People compliance, Multi-state payroll, SOX controls
Charlotte, North Carolina, United States · Hybrid
$150k–$180k/yr
Job Description: The Job/What You’ll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors …
Skills: Financial Planning, High Net Worth Planning, Retirement Projections, Estate Planning, Asset Protection
Phoenix, Arizona, United States · Hybrid
$110k–$130k/yr
Job Description: The Job/What You’ll Do: AssetMark is seeking a strategic, technically minded trading professional to serve as the business owner for our Execution Management and Trading Connectivity platform. This is a …
Skills: Execution Management System, FIX protocol, Electronic trading, Workflow automation, Execution analytics
Charlotte, North Carolina, United States · Hybrid
$153k–$173k/yr
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of…
Skills: Platform Engineering, API Design, Service-Oriented Architecture, Cloud-Native Development, Microservices
Charlotte, North Carolina, United States · Hybrid
$140k–$155k/yr
Job Description: The Job/What You'll Do: This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors…
Skills: Portfolio Construction, Capital Markets, Wealth Management, Retirement Income, Tax-aware Investing
Concord, California, United States · Hybrid
$105k–$120k/yr
Job Description: The Job/What You'll Do: We are seeking a highly self-sufficient and results-driven professional to fill the role of Senior Manager, Advisor Programs. Strategize and partner to develop, market, monitor, a…
Skills: Program Management, Strategic Planning, Marketing Strategy, Data Analysis, KPI Reporting
Phoenix, Arizona, United States · Hybrid
$55k–$70k/yr
Job Description: Are you energized by being part of a firm with rapid growth and opportunities? Are you able to tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an…
Skills: Case Management, Multitasking, Time Management, Professional Communication, Attention To Detail
Austin, Texas, United States · On-site
$58k–$65k/yr
Job Description: Voyant is a leading provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company’s product suite enables advisors to spend less t…
Skills: Office Management, Facilities Coordination, Operations Management, Vendor Management, Supply Management
Charlotte, North Carolina, United States · Hybrid
$105k–$122k/yr
Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions …
Skills: Product Management, SQL, Agile Frameworks, Product Strategy, Roadmap Development
Charlotte, North Carolina, United States · Hybrid
$60k–$70k/yr
Job Description: The Job/What You’ll Do: The Platform Revenue (Billing) team manages all aspects of fee billing including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee ma…
Skills: Billing, Revenue Collection, Financial Analysis, Data Analysis, Microsoft Excel
Concord, New Hampshire, United States · Hybrid
$155k–$180k/yr
Job Description: 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 …
Skills: Corporate Strategy, Strategic Planning, Financial Analysis, Market Intelligence, Competitive Analysis
Phoenix, Arizona, United States · Hybrid
$110k–$130k/yr
Job Description: The Job/What You’ll Do: The Manager, Trade Operations is responsible for timely and accurate Trading for a growing $160B+ wealth platform delivering asset management excellence. This role is accountable …
Skills: Trade Operations, Portfolio Rebalancing, Operational Risk Management, Team Leadership, Performance Management
Phoenix, Arizona, United States · Hybrid
$60k–$70k/yr
Job Description: The Job/What You'll Do: The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process s…
Skills: Sales Operations, Salesforce, CRM Analytics, PowerBI, Excel
Charlotte, North Carolina, United States · Hybrid
$77k–$97k/yr
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Over 10,000 advisors rely on AssetMark for investment solutions, technology, services, and expert…
Skills: Generative AI, LLMs, Product Management, AI Prototyping, API Integration
Charlotte, North Carolina, United States · Hybrid
$85k–$105k/yr
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of…
Skills: JavaScript, TypeScript, Java, C#, Python
Colorado, United States · Remote Solely
$100k–$125k/yr
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…
Skills: Consultative Sales, Time Management, Organizational Skills, Team Leadership, Salesforce
Phoenix, Arizona, United States · Hybrid
Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions …
Skills: Team Leadership, Asset Transfers, Operational Excellence, Process Optimization, Data Analysis
Charlotte, North Carolina, United States · Hybrid
$90k–$100k/yr
Job Description: We are seeking a trading professional with strong analytical skills and technical aptitude to join our Trade Operations team as a Trading Quality Analyst. This role is best suited to someone with hands-o…
Skills: Trade Operations, Data Analysis, Excel, User Acceptance Testing, Operational Risk Management
Charlotte, North Carolina, United States · Hybrid
$152k–$173k/yr
Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of…
Skills: Developer Experience, Platform Engineering, CI/CD, Kubernetes, Azure
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The Sales Intelligence Analyst transforms advisor conversations, market trends, and commercial data into actionable intelligence to optimize sales strategy and performance. They partner with cross-functional teams to deliver recurring executive insights and leverage AI tools to identify emerging opportunities and risks.
Candidates must have a bachelor's degree and 3–5+ years of experience in sales operations, analytics, or a related field. Proficiency in Salesforce, CRM tools, and data analysis is required, along with strong communication and storytelling abilities.
The Sales Intelligence Analyst is a key member of the Sales Operations team, responsible for transforming advisor conversations, sales interactions, market trends, and commercial data into actionable intelligence that improves sales performance and informs sales strategy.
Leveraging Gong AI, Salesforce, CRM Analytics, ChatGPT, industry research, and other intelligence sources, this role identifies emerging advisor trends, evaluates sales execution, and proactively surfaces opportunities and risks that help Sales Leadership optimize sales strategy, coaching priorities, commercial initiatives, and resource allocation.
Success in this role requires intellectual curiosity, strong business acumen, and the ability to synthesize information from multiple sources into actionable recommendations that enable the organization to anticipate market shifts, strengthen sales execution, and accelerate growth.
Advisor, Sales & Market Intelligence:
Executive Insights & Reporting:
AI & Analytics:
Cross-Functional Partnership:
Success Measures:
Compensation: The Base Salary range for this position is between $95,000-$115,000 for Phoenix and between $115,000 - $130,000 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.
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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 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.
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
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 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.
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
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. For more information, visit www.assetmark.com.
Offices: 1655 Grant Street, 10th Floor, Concord, California 94520, US · 3200 N Central Ave, 10th Floor, Phoenix, Arizona 85012, US · 101 Marietta St NW, Suite 2330, Atlanta, Georgia 30303, US · 200 W Madison St, Suite 2220, Chicago, Illinois 60606, US · 16633 Ventura Blvd, Suite 1400, Los Angeles, California 91436, US
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
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. For more information, visit www.assetmark.com.
Offices: 1655 Grant Street, 10th Floor, Concord, California 94520, US · 3200 N Central Ave, 10th Floor, Phoenix, Arizona 85012, US · 101 Marietta St NW, Suite 2330, Atlanta, Georgia 30303, US · 200 W Madison St, Suite 2220, Chicago, Illinois 60606, US · 16633 Ventura Blvd, Suite 1400, Los Angeles, California 91436, US
