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AssetMark · 1 day ago

High Net Worth Success Analyst

Phoenix, AZ

Full-time

Hybrid

Mid Level

$70K/yr - $80K/yr

3+ years exp

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Success Analyst will be responsible for ensuring business outcomes for high net worth cases, preparing trade instructions, managing success measures, and resolving issues efficiently.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Preparation and delivery of trading instructions to investment managers to ensure fast and accurate trading experiences for advisors and their clients

Owner and single point of contact for managers for cases regardless of which stage in the process to ensure success outcomes are met and collaboration with all parties and operating teams occur to meet case success criteria

Review of case success measures and proactive action taken with all necessary parties to ensure the case achieves the success measures before a problem occurs

Ensure immediate, accurate, and fair resolution of all issues related to HNW cases while keeping all stakeholders aware of resolution path, next steps, timing, and expected outcomes. Process includes root cause identification, resolution, and improvement implementation

Cross-functional collaboration both vertically and horizontally across AssetMark and investment managers to ensure issues are resolved, communication is transparent and consistent with all parties, and case outcomes are achieved

Proactively identify training opportunities and deliver training across all stakeholders to increase knowledge and service delivery outcomes for advisors and their clients

Work with team members to ensure procedures are documented and take action to document procedures to facilitate learning when required

Build proficiency assessment process that can be used for the addition of new managers to the AssetMark platform to ensure a positive experience for advisors upon implementation

Serve as surge resource for all group tasks