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AssetMark · 1 day ago

Platform Revenue Senior Analyst

Concord, CA

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $90K/yr

5+ years exp

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Platform Revenue Senior Analyst oversees and supports the comprehensive revenue collection and billing processes across multiple business segments, ensuring accuracy, compliance, and operational efficiency in high-volume client billing and fee reconciliation.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc

Document and review processes and recommend improvements to those processes

Overseeing the completion and assignment of CE tasks

Review and approve the weekly custodial adjustments

Perform daily QC and audit/review process of billing maintenance requests

Prepare the 3rd party custodial fee account reconciliation

Assist Team leaders with the monthly and quarterly billing cycles

Effectively communicate any challenges or issues in a summarized fashion to the team lead, and have a full understanding of the team function and dynamics

Serve as the go-to person for the team for questions and support

Develop strong partnerships with other departments/functions within AssetMark, Inc

Work closely with the Billing project/program leader to resolve technology challenges and to enhance processes

Qualification

Billing systems knowledgeAnalytical skillsFinancial services experienceLeadership experienceCommunicationDetail-orientedProblem-solving skillsCustomer focusTime managementOrganizational skills