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AssetMark · 4 hours ago

Financial Services New Business Case Manager

Greater Phoenix Area

Full-time

Hybrid

Entry, Mid, Senior Level

$55K/yr - $65K/yr

1+ years exp

AssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. They are seeking a New Business Case Manager to ensure new accounts are opened and funded quickly and accurately while providing consultative support to financial advisors.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Own the full lifecycle of new account onboarding—from application review to transfer completion

Triage and manage high volumes of cases with varying complexity in tight timeframes

Prioritize competing tasks and make real-time judgment calls to keep business moving

Reach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution

Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements

Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly

Manage 5+ systems simultaneously while responding to client inquiries in real time

Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity

Adapt swiftly to evolving procedures and business needs without missing a beat

Maintain a relentless focus on accuracy, turnaround time, and first-contact resolution

Deliver high Advisor satisfaction by being fast, clear, and solution-oriented, even when juggling 10 things at once

Qualification

MultitaskingTime managementAttention to detailVerbal communicationWritten communicationProblem-solvingAdaptabilityCollaborationOwnershipCalm under pressure