
Finance • Fintech • B2B
AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.
501 - 1000 employees
Founded 1996
💸 Finance
💳 Fintech
🤝 B2B
💰 Venture Round on 2016-12
October 16
Business Consultant working with AssetMark advisors to enhance client relationships and improve practice management. Responsible for developing actionable strategies and providing comprehensive consulting support.
🇺🇸 United States – Remote
💵 $148k - $175k / year
💰 Venture Round on 2016-12
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
🦅 H1B Visa Sponsor