AssetMark

HQ
Concord
Total Offices: 7
727 Total Employees
Year Founded: 1996

AssetMark Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Offers accidental death & dismemberment insurance

Provides adoption assistance

Provides family medical leave

Provides fertility benefits

Offers childcare benefits

Offers generous parental leave

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers performance bonuses

Offers employee discounts

Company Culture

Provides commuter benefits

Offers legal assistance

Provides free snacks and drinks

Offers a remote work program

Offers diversity-based Employee Resource Groups

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

Recently posted jobs

2 Days AgoSaved
Hybrid
3 Locations
Fintech • Financial Services
Conduct high-volume outbound prospecting to financial advisors, execute targeted campaigns, schedule qualified meetings, promote events, and maintain accurate Salesforce activity. Partner with Business Development Consultants on territory strategy, messaging, follow-up, and opportunity handoffs. The role provides structured coaching in cold calling, discovery, objection handling, financial services solutions, pipeline management, and sales readiness.
5 Days AgoSaved
Hybrid
3 Locations
Fintech • Financial Services
Partners with senior sales staff to grow investment platform sales by building advisor relationships, identifying needs, prospecting, managing pipelines, consulting on investment allocations, presenting product solutions, and supporting territory growth. Maintains current investment and platform knowledge, uses Salesforce and related sales tools, conducts cold outreach, and provides sales materials and coverage support.
8 Days AgoSaved
Hybrid
3 Locations
Fintech • Financial Services
Manage relationships with approximately 200 independent financial advisors, focusing on asset retention, advisor growth, sales opportunities, and reducing platform terminations. Diagnose asset outflows, provide consultative guidance on investments and portfolio construction, promote additional solutions, and collaborate with regional sales teams. The role requires hybrid work near designated offices and 30% travel to company and territory events.