AssetMark · 1 day ago
Senior Billing Risk and Systems Analyst
Concord, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expAssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. The Senior Billing Risk and Systems Analyst is responsible for conducting audits, strengthening control frameworks, and performing risk assessments to ensure the accuracy and integrity of billing processes.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Lead pre-billing audits to ensure the accuracy of billing inputs into the billing system
Monitor and fix daily billing import errors
Complete quarterly audits to validate the accuracy and reasonableness of custodial partner billing
Maintain data integrity and accuracy within the billing system and reports
Oversee end-to-end controls to ensure the completeness and accuracy of all billing activities in the billing system
Conduct ongoing risk assessments, identifying key risks and recommending appropriate control measures
Oversee the effectiveness of risk controls, monitor performance, and implement improvements as needed
Promote a strong risk-aware culture through consistent communication, training, and best practices
Partner with the Billing Implementation Manager in billing improvement initiatives and defect fixes, ensuring they are properly prioritized, thoroughly tested, and successfully implemented
Support the Billing Operations Manager and the Billing Implementation Manager on mergers & acquisitions and consolidation projects within the AssetMark billing system
Collaborate with cross-functional teams to identify operational, financial, regulatory, and reputational risks
Facilitate comprehensive reviews of client experience cases, identify root causes and trends, and provide actionable recommendations to Platform Revenue leaders
Qualification
Required
Strong aptitude for rapidly understanding and mastering new technologies or systems
Prior external or internal audit experience
Deep knowledge of the TAMP industry, particularly platform-based or advisory fee/management fee structures
Knowledge of financial services regulatory requirements preferred
Ability to articulate clear messages and concise instructions through oral and written communication
Strong prioritization and organizational skills
Proven ability to build cross-functional relationships, especially with Sales, Legal, and Finance teams
Ability to manage multiple priorities and work with a high degree of independence and accountability
Ability to assess and minimize risk to organization
Outstanding Customer Focus – seeing the 'bigger' picture and the ability to always identify what is in the best interest of the client and the firm
Bachelor's degree or equivalent experience required
5+ years' financial services experience required
Preferred
Knowledge of financial services regulatory requirements
Benefits
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase