
501 - 1000 employees
Founded 1996
💼 Consulting
💸 Finance
💳 Fintech
💰 Venture Round on 2016-12
Consulting • Finance • Fintech
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.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 2 days ago
Director of Advanced Planning leading HNW/UHNW financial and estate strategies. Shaping planning solutions for AssetMark’s technology-enabled advisor platform.
🌲 North Carolina – Remote
💵 $200k - $230k / year
💰 Venture Round on 2016-12
⏰ Full Time
🟠 Senior
🦅 H1B Visa Sponsor
👻 Ghost score 1%
🕒 August 14
Senior Investment Consultant expanding AssetMark’s private markets platform for financial advisors. Driving territory strategy, advisor education, product adoption, and net flows across alternative investments.
🌽 Illinois, North Carolina – Remote
💵 $125k - $175k / year
💰 Venture Round on 2016-12
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
👻 Ghost score 1%
🕒 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
👻 Ghost score 10%