
501 - 1000 employees
Founded 1996
💸 Finance
💳 Fintech
🤝 B2B
💰 Venture Round on 2016-12
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.
🕒 May 28
Business Consultant delivering comprehensive business consulting and practice management to AssetMark advisors. Driving client awareness, deepening partnerships, and performing business assessments.
🏄 California – Remote
💵 $130k - $155k / year
💰 Venture Round on 2016-12
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
🦅 H1B Visa Sponsor
🕒 May 11
Regional Director for AssetMark managing external sales of wealth solutions. Driving collaboration with financial advisors to develop customized investment strategies for high-net-worth clients.
🇺🇸 United States – Remote
💵 $180k - $200k / year
💰 Venture Round on 2016-12
⏰ Full Time
🔴 Lead
🏙️ Outside Sales
🦅 H1B Visa Sponsor