AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services and expertise to help them grow their businesses.
The Job/What You'll Do:
We are searching for someone to bring a continuous improvement and controllership mindset to a growing asset management company. The right candidate will be a proven self-starter with an owner/operator mentality who must bring strong ownership and accountability to our organization. The successful candidate will bring a strong technology, risk, audit, and compliance mindset, excellent oral and written communication skills, and a passion for excellence.
The Senior Billing Risk and Systems Analyst is responsible for conducting audits, strengthening control frameworks, and performing risk assessments to ensure the accuracy, completeness, and integrity of billing processes. This role collaborates closely with the Billing Implementation Manager, Billing Operations, and Product & Engineering teams to drive improvement projects, automate manual processes, and enhance operational efficiency within billing and revenue operations. Additionally, the Senior Billing Risk and Systems Analyst supports M&A integration, provides actionable insights to improve client experience and mitigate organizational risk, and fosters a strong risk-aware culture across the organization.
This is a full-time position in our Concord, CA office with a hybrid work schedule.
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
Knowledge, Skills, and Abilities:
- 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
Education & Experience:
- Bachelor’s degree or equivalent experience required
- 5+ years’ financial services experience required
Compensation: The Base Salary range for this position is between $90,000-$100,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
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
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
