AssetMark Jobs In Concord, CA

The Job/What You'll Do: The Director of Corporate and Advisor Communications is responsible for overseeing and managing the communication strategies and initiatives to ensure the visibility of AssetMark and its executives as well as to create appropriate and effective messaging for our advisors. This role requires a strategic thinker with a strong understanding of corporate communications, public relations, and advisor engagement. The ideal candidate will lead a team to ensure consistent, clear, and impactful messaging that aligns with AssetMark's strategic goals and values. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Strategic Communication Planning Develop and implement communication strategies that support AssetMark's business objectives and enhance its corporate reputation Align messaging with AssetMark's mission, vision, and values, ensuring consistency across all communication channels Collaborate with senior leadership to understand and address corporate communication needs Corporate Communications Oversee the creation and distribution of corporate communications, including press releases, corporate announcements, internal updates, and advisor communication Manage relationships with media and other external stakeholders to promote AssetMark's brand and reputation Develop crisis communications plans and lead response efforts in times of company-wide issues or emergencies Advisor Communications Work with content strategists to ensure the right tone, voice, and messaging for our advisors and end clients Partner with content strategists to ensure messaging is consistent, impactful, and timely Oversee the management of communications channels, including the website, intranet, and social media platforms Leadership and Team Development Lead, mentor, and develop a team of communications professionals, fostering a collaborative and high-performance culture Work closely with cross-functional teams including marketing, HR, and legal to ensure integrated communications strategies Measurement and Analysis Establish metrics to measure the effectiveness of corporate and advisor communications initiative Provide regular reports and insights to senior leadership on communication outcomes and areas for improvement Continuously evaluate and refine communication strategies based on feedback and performance metrics Knowledge, Skills, and Abilities: Proven track record in developing and executing comprehensive communication strategies Exceptional writing, editing, and verbal communication skills Strong leadership and team management experience Ability to work effectively under pressure and manage multiple projects simultaneously Proficiency with digital communication tools and platforms Client-focused Innovation-minded Lateral agility Collaborative, curious, and resourceful Education & Experience: Bachelor's degree with a major in communications, public relations, journalism, marketing, or equivalent field \Minimum of 7-10 years of experience in corporate communications, public relations, or a related field Experience in a corporate environment, particularly in financial services or a similar industry Knowledge of media relations, crisis communication, and public relations Familiarity with analytics tools for measuring communication effectiveness Experience with content management systems and multi-media production Compensation: The Base Salary range for this position is between $130,000-$190,000. 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. Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors nationwide with investment and practice management solutions. The Job/What You'll Do: This role leads the strategic direction of their department. Drives priorities and overall planning. Executes some large-scale projects and spends most time on strategy and team development. Meets regularly with other department leaders and ensures stakeholder satisfaction and clarity. Responsible for the professional development of each team member. Manages budget decisions and implications for department needs and may run their own cost center. Owns their department's overall direction, team assignments, and project direction. Brings and develops a culture of high accountability, innovation, strategic focus, and a high level of execution. Operates with a value system based on connection and relationship building. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Chicago, IL, or Charlotte, NC. Responsibilities: Develop, socialize, and implement a comprehensive deployment and strategy for the firm's centralized event management team, aligned to company goals and objectives and maintaining agreement and consensus from key internal partners Influence and collaborate with cross-functional leaders to ensure event management and execution are aligned to brand standards, company goals, and objectives, and meet expectations Stay on top of event trends, innovation, and deployment across the industry to ensure we are consistently elevating the brand and connecting and engaging our clients Deliver on and refresh the business case for event centralization, finding new ways to optimize for efficiency, scale, quality, and economics Oversee the management of annual event spending on behalf of multiple internal clients, regularly monitoring and communicating updates on impact, survey, and return on objectives Create, implement, and oversee a comprehensive budget tracking system in close partnership with Finance and Procurement. Regularly report negotiated savings and efficiencies captured Foster close partnerships with cross-functional groups that provide brand messaging, content development, design, and communications, as well as internal groups that help create and provide content for events Build strong relationships with external agency partners, other vendors, and event organizers at the executive level Lead, mentor, motivate, and inspire a team of event and program managers, navigating organizational change and excelling in the production of events, keeping a business frame of mind while being flexible and able to move quickly with changing demands Oversee the planning and execution of all corporate events Creative concepting design of events, welcome receptions, and attendee experiences in conjunction with the creative team and other key stakeholders Mentor and coach junior team members, providing guidance and support to help them grow their roles when applicable Understanding of Content Management and its cross-functional deployment across teams Curate event approach and strategy in conjunction with AssetMark Key stakeholders, VP, Brand, and Director Events Understand and manage vendors, vendor timelines Lead executive strategy presentations for cross-functional buy-in and approval Lead cross functional team of specialists - including event strategists, content and messaging, theme and rationale developers, writers, designers, and production teams Manage, develop, and implement project plans and timelines, including communication schedules and post event meeting metrics With internal stakeholders, monitor event experiences and quality to continue improving experience, content, and results Ensure experience at all events meets or exceeds expectations of internal clients as well as brand image Understand event survey metrics and produce executive briefings of events results Initiate and collaborate closely with internal stakeholders (Sales, Product, Business Partners, and Marketing) all relevant content details in a timely manner to ensure alignment across the business In addition, seek feedback from internal partners about programs to continue to improve event outcomes over time. Ensure seamless management and execution of events Represent the company at industry events and conferences Knowledge, Skills, and Abilities: Extensive experience leading a centralized corporate events function at a large public company Able to lead cross-functional, matrixed program teams with multiple key stakeholders Executive presence to present and lead internal client meetings to identify goals and develop event experience strategies Proven ability to build and implement enterprise-wide business cases and deliver on expectations for return on investment Data-driven and results-oriented, focused on creating customer value and making a positive impact Strategic problem solver with the ability to influence and drive transformation Working knowledge of campaign functions in SalesForce.com Working experience in timeline management, eg: Wrike Education & Experience: Bachelor's degree in Event Management, Communications, Marketing, or equivalent 8+ years of work experience building and leading strong teams 8+ years of work experience creating high-profile, talked-about events, facing both internal and external clients on a large scale High-level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook This is a travel-heavy role. Travel per year is approximately 30% for on-site management of events and related activities as the team needs Previous experience in the Financial Services industry a plus Experience and involvement in events or marketing trade associations CMP Certification Compensation: The Base Salary range for this position is between $130,000-$190,000. 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. #LI-hybrid #LI-CR1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: Individuals graduating between December 2024 and June 2025 Those who demonstrate academic excellence with a cumulative GPA of 3.0 or better, as well as strong leadership experience. People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships. Accomplished team players who thrive in a rigorous and challenging environment. Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. Proficiency in Word and Excel are preferred Bernstein Private Wealth Management will sponsor required SIE, Series 7 and 63 licenses Desired Qualifications: Relevant internship experience is preferred Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ***************** To learn more Our Purpose and What We Stand for, visit us at *****************/our-story/overview.html In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $80,000 to $86,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives. San Francisco, California

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. The Job/What You'll Do: Are you passionate about technology, a critical thinker, and skilled at adapting to changing priorities? If so, the Senior Business Systems Analyst position at AssetMark could be an excellent fit for you. In this role, you'll contribute to the full project lifecycle, from conception to post-deployment, by defining business and functional requirements, tracking project progress, and assessing the effectiveness of deployed initiatives. Your expertise in process mapping, engineering, and modeling, combined with exceptional organizational and analytical abilities, will be critical to your success. The ideal candidate will have demonstrated success in eliciting business requirements through interviews, document analysis, use cases, scenarios, and process analysis. Strong skills in writing business and functional requirement documents are a must. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to out Concord, CA office. Responsibilities Serve as the liaison between IT and business stakeholders, facilitating analysis, requirements definition, and design activities for new solutions or integration projects. Collaborate with business stakeholders to document business requirements, use cases, and functional specifications, while providing strategic advice on business processes and solutions. Develop a holistic understanding of a broad range of business processes and related systems. Work closely with technical partners to develop and evaluate solution alternatives. Communicate effectively with management, team members, and business partners, both orally and in writing. Analyze and resolve complex business problems, determining suitable IT solutions. Create use cases and participate in user acceptance testing (UAT). Communicate complex concepts clearly to diverse audiences. Knowledge, Skills & Abilities: Proven ability to create business and functional requirement documents and other relevant BSA artifacts. Strong written and verbal communication skills, with exceptional interpersonal abilities. Demonstrated experience in analyzing large datasets, with strong analytical and problem-solving skills. Highly detail-oriented, meticulous, and self-directed. Proficiency in Microsoft Office Suite (Word, Excel, Visio, PowerPoint, and Outlook). Experience using Jira and Confluence for project management and documentation. Basic knowledge of SQL is required. Experience in the wealth management or financial services industry is a plus. Education & Experience: 5+ years of experience as a Business Systems Analyst on small to medium-sized projects. Bachelor's degree in Computer Science, Information Technology, or a related field. Compensation: The Base Salary range for this position is between $115,000-$125,000. 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. #LI-hybrid #LI-TN1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. A senior individual contributor responsible for relationships with municipal bond issuers, financial advisors and investment bankers in the important California and West region. The individual in this role will be responsible for the delivery of a strategic business development plan to grow business for a significant territory, region and/or sector. This role will be taking a leadership role within the Public Finance Group (PFG). The SVP will report directly to the MD-Head of Relationship Management. Qualifications and Capabilities: 12+ years of professional experience (5+ years of experience in Public Finance). Expert level knowledge on financial instruments, key characteristics and dynamics of capital and credit markets in her or his market territory, region and/or sector. Previous experience in business development, sales and marketing is desired. Ability to effectively and eloquently chair several meetings daily with customers and intermediaries across a large range of different profiles on short notice or with little preparation. Speak and communicate convincingly in front of senior management, customers and larger audiences. Maintain active relationships with customers and intermediaries at all levels independently and with minimal oversight. Demonstrate expert working knowledge of capital markets, the ratings process and has strong analytical skills. Excellent negotiation and influencing skills. High autonomy in achieving business objectives. Located in Bay Area (preferred) Education: Minimum of Undergraduate degree (or equivalent) preferably in finance, accounting, business, economics or public administration Scope: Lead Business Development contact for territory, region and/or sector responsible for strategic leadership of Business Development activities. Execute and improve business. Lead proactive customer outreach program to support and improve the company's market position. Conduct in person meetings with prioritized customers to update them on Moody's Ratings products in order to secure new rating mandates. Champions the adoption of digital channels by issuers and staff to leverage touchpoints with customers. Become an expert in Moody's product suite and be able to explain every product to both market players and junior associates. Responsible for leading extensive discussions and meetings with mid to senior level market intermediaries, issuers, and potential customers to explain Moody's rating processes. Attend Moody's and industry conferences, briefings and events to develop market contacts and key relationships. Responsible for monitoring market, client and competitor activities to identify and assess further opportunities for new business. Leads discussion and negotiation on standard and complex terms and conditions with clients. Will coach others to do this also. Work with the team leaders to assess the impact of price changes and propose new pricing strategies. Lead review of budget, forecast and staffing needs of business development strategy for his/her territory, region and/or sector. Responsible for ensuring that internal databases in relation to customer details are maintained accurately and in a timely manner. Work with internal stakeholders, such as Account Management, analytical teams, marketing team, event planning Billing, and Pricing to develop and coordinate projects to improve workflow processes and market outreach. May be required to assist other lines of business (Corporate, Financial Institutions, Structured, Project Finance). Responsible for leadership role within Business Development, including Sustainability initiatives and other projects. Expected to travel 40% of the time. For US-based roles only: the anticipated hiring base salary range for this position is [[$192,500.00]] - [[$279,200.00]], depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.

Choice Hotels International, Inc (NYSE: CHH) is one of the largest lodging franchisors in the world. A challenger in the upscale segment and a leader in midscale and extended stay, Choice has more than 7,400 hotels, representing over 625,000 rooms, in 45 countries and territories. A diverse portfolio of 22 brands that run the gamut from full-service upper upscale properties to midscale, extended stay and economy enables Choice to meet travelers' needs in more places and for more occasions while driving more value for franchise owners and shareholders. The award-winning Choice Privileges loyalty program and co-brand credit card options provide members with a fast and easy way to earn reward nights and personalized perks. For more information, visit ********************* The ability to model Choice's Cultural Values: Welcome and Respect Everyone, Be Bold, Be Quick, Listen, Be Curious and Show Integrity are key to our success in inspiring Loyalty, Growth, and the Hospitality Spirit. Our managed hotels portfolio includes Radisson Blu, Radisson, Radisson Red, Park Plaza, and Country Inn & Suites by Radisson. Assisting the accounting operations of the hotels to ensure the accuracy of information in a manner that maximizes efficiency, while supporting department accounting needs and maintaining accounting standards. Assisting the billing and payment process for hotel clients Codes and posts payments for guests and groups Sets up billing accounts for group use and trains front office on how to use Sends bills and statements to clients Works with sales to answer client questions regarding billing process and making payment arrangements Enforces terms of credit Leads collection efforts of overdue amounts Maintains Reporting on Accounts Receivable Creates statements and reports to share with management team Keeps up-to-date and organized accounting records Tracks accounting documents for record retention Keeps clear and accurate logs of accounting activities Completes Hotel Accounting Duties Researches discrepancies in billing and payment Responds to credit inquiries for references Provides periodic financial updates to management Manages process for writing off outstanding payments Looks for and works to collect required approvals for credit and other accounting requirements Enacts accounting procedures Provides instruction on accounting procedures upon request or as part of regular training Reviews night audit reports Maintains all necessary files and registers for accounts payable Audits bills for errors, corrects as necessary Ensures appropriate support documentation is obtained and attached to the invoices before payment is made Ensures correct charging amount by coding invoices Reconciles all statements, requests missing invoices, and adjusts as necessary Enters invoices for payment processing Respond to vendor payment inquiries Oversees all daily and periodic audits of hotel revenues ensuring timeliness, accuracy and completeness Distributes the work to the appropriate personnel Spreads all miscellaneous wash accounts Researches and responds to credit card chargebacks Prepares all necessary daily and period end reports Maintains filing system for daily information; credit cards, restaurant charges, etc. Prepares the daily sales report Completes period end journals Prepares reports as requested for improved management decision making and critical evaluation of work activities Maintains the Hotel house funds and daily deposit Counts and reconciles the daily cash deposit Prepares daily deposit for pickup and delivery to bank Maintains house funds used to make change for cashiers Reimburses petty cash and submits request for reimbursement Creates 100% guest satisfaction by providing the Radisson experience through performance that demonstrates the standards of, genuine hospitality and exceeding guest expectations Gives personal attention, takes personal responsibility, and uses teamwork when providing guest service Listens, apologizes with empathy, finds a solution, and follows through when resolving guest problems Provides Yes I Can! genuine hospitality and teamwork on an ongoing basis Assumes the responsibility to notice when the guest is not satisfied and uses their best judgment as to when it is appropriate to use the 100% Guest Satisfaction Performs other duties required to provide the service brand behavior and genuine hospitality Performs other duties as required by Management to provide 100% Guest Satisfaction and genuine hospitality to our Guest Requirements/Skills Two years of progressive accounting experience, preferably in a hotel setting Bachelors degree preferred Able to collaborate effectively with other hotel employees and managers to ensure teamwork Advanced knowledge of accounting, finance and hospitality profession Experience with accounting software Advanced experience with Microsoft Office Suite Physical Demands Required to stand, sit, and walk for extended periods of times Lift, carry, or otherwise move and use of force or exertion up to 75 lbs. Use of manual dexterity of common office equipment; such as but not limited to, computers, printers, phones ect. Benefits Compensation $25/hr Sing on bonus of $500 Excellent benefits package including, health, dental, vision, long term disability, pet insurance, 401K Vacation pays, personal holiday pay 8 Paid Holidays Hotel discounts Birthday incentives, Anniversary incentives, Associate of the quarter and year incentive, Daily meals provided More... Other Information The hotel business functions seven days a week, 24 hours a day. All associates must realize this fact and be aware that at all times it may be necessary to move associates from their accustomed shift and alter assigned duties as business dictates. In addition, this is a hospitality business, and a hospitable service atmosphere must be maintained at all times his position description is not intended to create, nor is it to be construed, as a contract of employment or a promise of employment. I understand that my employment is an “at-will” relationship and may be terminated by either party at any time, with or without notice. We are an equal opportunity and affirmative action employer and make employment decisions without regard to age, race, religion, national origin, gender, sexual orientation, gender identity, disability, veteran status, genetic information, or other protected class. Our locations are drug-free and pre-employment drug tests are required. Background checks are also required before employment begins. We participate in E-Verify and those who are ineligible to work in the United States will not be considered. The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to be an all-inclusive list of the skills and abilities to do the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. Ability to model Choice's Cultural Values: Welcome and Respect Everyone, Be Bold, Be Quick, Listen, Be Curious and Show Integrity are key to our success in inspiring Loyalty, Growth, and the Hospitality Spirit. Choice Hotels International is an equal opportunity employer and affirmative action employer. Employment practices and decisions are not influenced by an applicant's race, color, religion, sex, national origin, age, sexual orientation, gender identity or express, disability veteran status, genetic information or any other characteristic protected by law. In compliance with the Immigration Reform and Control Act of 1986, this offer of employment is conditional upon your presenting documents verifying your identity and legal authorization to work in the United States. All offers of employment are conditional upon the satisfactory completion of a background check and E-Verify. Location: Sunnyvale, CA

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. About the Internship: This summer internship offers a hands-on opportunity to gain practical experience in software engineering. As an intern, you will work alongside our talented engineering team on real-world projects, contributing to the development and maintenance of our software products. You will have the chance to learn about [mention specific technologies and methodologies used at your company, e.g., cloud computing, web development, mobile applications, agile development, etc.]. Responsibilities: Assist in the design, development, and testing of software applications. Write clean, efficient, and well-documented code. Participate in code reviews and contribute to improving code quality. Collaborate with team members to troubleshoot and resolve software issues. Learn and apply new technologies and methodologies. Contribute to the development of internal tools and documentation. Participate in team meetings and contribute to project planning. Potentially work on a personal project related to the company's tech. Qualifications: Currently pursuing a Bachelor' s or in Computer Science, Software Engineering, or a related field. Strong understanding of fundamental programming concepts and data structures. Proficiency in at least one programming language (e.g., Python, Java, JavaScript, C++, etc.). Familiarity with software development tools and environments (e.g., Git, IDEs). Ability to work independently and as part of a team. Strong problem-solving and analytical skills. Excellent communication and interpersonal skills. Passion for software development and a desire to learn. (Optional: Mention any specific skills or technologies that are preferred, e.g., experience with web frameworks, cloud platforms, databases, etc.) What You'll Gain: Practical experience in software engineering. Exposure to real-world software development processes. Mentorship from experienced engineers. Opportunity to work on challenging and impactful projects. Valuable experience to enhance your resume and career prospects. Networking opportunities with industry professionals. A fun and supportive work environment. Potential for future employment opportunities. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Atlanta, GA office. Internship Details: Hourly wage: $17.00 per hour Internship Duration: June 9th - August 15th Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-DNI Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

The Job/What You'll Do: The Platform Revenue team manages all aspects of fee billing, including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee maintenance, and facilitation of fee payment to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles on an annual basis. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office locations in Concord, CA, or Phoenix, AZ. Responsibilities: Administer all aspects of monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc Prepare daily 3rd party custodian fee account reconciliation Process and oversee the 3rd party/partner payment processes, such as Marketing Support/Premier BD payments Perform daily peer review/QC of billing maintenance requests Perform daily billing transaction review and fee account set-up error review Implement and review negotiated fee agreements Continuously upgrade billing standard operating procedures Work closely with other teams to deliver ad-hoc revenue analysis as needed Process-improvement mindset - proactively identifying gaps or challenges in a process that require change Following through on a solution to a problem and engaging in implementation from beginning to end Knowledge, Skills, and Abilities: Excellent Communication Skills - verbal, written, and interpersonal Detail-oriented with advanced problem-solving skills The ability to take ownership and drive tasks to completion with minimal supervision Works well under pressure and is able to manage multiple priorities and deadlines Ability to work independently and as part of a team Strong partnering abilities - able to work effectively with cross-functional teams across multiple physical locations Strong PC skills and the ability to quickly master other related business systems Outstanding Customer Focus - seeing the “bigger” picture and the ability always to identify what is in the best interest of the client and the firm Proactive in own growth and development, and key to the growth and development of the team Education & Experience: Bachelor's Degree preferred 3+ Years of financial services or billing experience Compensation: The Base Salary range for this position is between $70,000 - $80,000. 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. #LI-CR1 #LI-Hybrid Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. The Job/What You'll Do: The Director, Digital Technology will be considered a part of a group of next generation leaders, pushing the boundaries of where we want to be with technology. This leader will influence technology decisions across the organization. The Director, Digital Technology will partner closely with our dynamic business leaders to provide solutions to real problems that exist within a large innovative financial institution. The Director, Digital Technology will provide strategic vision and leadership for planning, architecture design and implementation of the information technology initiatives in support of the digital strategy in order to provide best in class digital experience for our customers. This Director will drive the overall transformation agenda, while continuing to deliver reliable IT services that are in place today. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office. Responsibilities: Direct an applications development solutions group to support our Digital strategy. Develop the Digital technology roadmap and framework in support of the Digital priorities which will become the basis for business/IT priorities as well as the future technology strategy Lead end to end delivery of at least 3 Digital technical squads overseeing the Technical design , Code review process, Quality assurance as well as DevOps processes around those squads Lead the newer Security framework design, version updates and implementation of feature functionality Lead the design and oversee the implementation of digital application data needs end to end for the satisfactory rollout of the application feature. Lead the Agile transformation for the IT and Digital teams Champion our cloud and containerization initiatives on behalf of strategic delivery Establish a trusted, close-touch relationship with the business product team. Interfacing with key stakeholders internally and externally Supplement internal resources with outside expertise as required Develop and mentor a high performing team, focused on timely delivery and creative solutions, ensuring succession as well as their own people development objectives Manage offshore resources, ensuring vendor alignment with AssetMark's strategic goals and interests Stay current on industry trends and leading technologies and have a burning desire to provide the best customer experience Other Duties as assigned Knowledge, Skills & Abilities: Exceptional technical skills, marked by poise, positive influence, and the ability to drive change Ability to credibly contribute to business discussions and influence strategic and commercial outcomes across the business Strong analytical and strategic thinking skills, with the ability to influence senior product leaders across both the business and technology Demonstrated advanced ability to use integrated and conceptual thinking to solve problems Significant expertise establishing and developing strong working relationships with all levels of associates, while maintaining appropriate levels of objectivity to their work Demonstrated ability to employ judgment and experience to make rapid, complex decisions Strong interpersonal, presentation, and communications skills (written and oral) Results orientation; ability to remove obstacles and hold people accountable for achieving challenging business results Attention to detail, good team dynamics, and an ability to work independently as needed Intellectually curious; interested in understanding and experimenting with new leading-edge technologies A management style that is collaborative, energetic, results-oriented, and innovative Proven track record of being able to identify top technical talent and inspire and manage through change Ability to establish credibility with, as well as motivate and mentor, highly technical engineers Player-coach for the team, ability to lead by example. Education and Experience: Bachelor's degree required Minimum of 15 years' progressive technology engineering or technology-focused management experience Minimum of 10 years' experience leading a software engineering team, including Digital Platform delivery Superior technical proficiency; well versed in Cloud technology and hands-on technical abilities Excellent Delivery track record, driven by business value Extensive experience with Agile and product management methodologies Extensive experience with multi-site team management with offshore vendor teams Must have an excellent interpersonal relationship and influencing skills Proven experience driving/disrupting the business through technology innovation Compensation: The Base Salary range for this position is between $200,000-$220,000. 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. #LI-hybrid #LI-TN1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

Choice Hotels International, Inc (NYSE: CHH) is one of the largest lodging franchisors in the world. A challenger in the upscale segment and a leader in midscale and extended stay, Choice has more than 7,400 hotels, representing over 625,000 rooms, in 45 countries and territories. A diverse portfolio of 22 brands that run the gamut from full-service upper upscale properties to midscale, extended stay and economy enables Choice to meet travelers' needs in more places and for more occasions while driving more value for franchise owners and shareholders. The award-winning Choice Privileges loyalty program and co-brand credit card options provide members with a fast and easy way to earn reward nights and personalized perks. For more information, visit ********************* The ability to model Choice's Cultural Values: Welcome and Respect Everyone, Be Bold, Be Quick, Listen, Be Curious and Show Integrity are key to our success in inspiring Loyalty, Growth, and the Hospitality Spirit. Our managed hotels portfolio includes Radisson Blu, Radisson, Radisson Red, Park Plaza, and Country Inn & Suites by Radisson. Position Summary The role of Front Office Supervisor requires an individual the ability to provide superior guest service in a fast-paced, hotel environment, ensuring 100% guest satisfaction; overseeing Front Office Operations. Receives and processes incoming guests Ensure a delightful, seamless arrival and departure for our guests. Greets guest and processes hotel registration and other transactions Keeps current on hotel accommodations, services and local attractions Handles all guest compliments, comments, observations and challenges in a timely manner to effectively achieve full guest satisfaction Records resolutions to guest complaints on the “Make it Right” log Works with other departments as appropriate to arrange for services requested by the guest Stays current with developments in the hotel by reviewing and updating the communication log Prepares end of shift summaries and communications for management and other shifts Encourages day to day up selling of guest accommodations and promotes hotel amenities, food & beverage outlets, hotel services and loyalty program Makes reservations in accordance with hotel's yield management practices Processes customer credit at check-in in accordance with hotel policy and data privacy policy standards May be responsible for answering and fielding all calls to the hotel, both internal and external Identifies and records special billing instructions and notifies Accounting Obtains appropriate approvals and signatures for guest transactions Follows hotel policy on cash banks Maintains confidentiality of guest information Supervises Front Office Operation and Employees Assists Management in scheduling, training and evaluating front office employees Provides on-going feedback and guidance to front office employees Monitors front office processes and suggests improvements to management Serves as model of exemplary customer service for other front office employees Ensures through reporting and observation that billing and cash are handled according to hotel procedures and good accounting Completes detailed shift reports Pro-actively prepares for hotel events to provide great customer service Stocks and replenishes front office tools and materials Develops and implements strategies and practices which support employee engagement Communicates performance expectations and provides employees with on-going feedback Provides employees with coaching and counseling as needed to achieve performance objectives and reach their fullest potential Creates 100% guest satisfaction by providing the Radisson experience through performance that demonstrates the standards of, genuine hospitality and exceeding guest expectations: Gives personal attention, takes personal responsibility and uses teamwork when providing guest service. Listens, apologizes with empathy, finds a solution and follows through when resolving guest problems. Provides Yes I Can! genuine hospitality and teamwork on an ongoing basis. Assumes the responsibility to notice when the guest is not satisfied and uses their best judgment as to when it is appropriate to use the 100% Guest Satisfaction. Performs other duties as required by management to provide 100% Guest Satisfaction and genuine hospitality to our Guests. Performs other duties as required by management to provide 100% Guest Satisfaction and genuine hospitality to all guests Requirement/Skills Minimum two years in hotel front desk position required Previous management experience required Able to collaborate effectively with other hotel employees and managers to ensure teamwork High school diploma or GED required, bachelor degree preferred Strong organizational skills, critical thinking skills, problem solver Strong computer systems skills including; reservations and reporting systems Strong Microsoft Office suite and reporting system skills Must work well in stressful, high pressure situations Must be able to accurately follow verbal and written instructions and communicate effectively Works well independently or as part of a team Strong attention to detail Strong mathematical and organizational skills required Commitment to exceptional guest service Willing to work a flexible schedule including weekends and holidays Adheres to the policies and procedures of the hotel Physical Demands Ability to stand, stoop or bend for entire shift Ability to lift up to 20 pounds Benefits Compensation $24.00/hr Excellent benefits package including, health, dental, vision, long term disability, pet insurance, 401K Vacation pays, personal holiday pay 8 Paid Holidays Hotel discounts Birthday incentives, Anniversary incentives, Associate of the quarter and year incentive, Daily meals provided More... Other Information The hotel business functions seven days a week, 24 hours a day. All associates must realize this fact and be aware that at all times it may be necessary to move associates from their accustomed shift and alter assigned duties as business dictates. In addition, this is a hospitality business, and a hospitable service atmosphere must be maintained at all times his position description is not intended to create, nor is it to be construed, as a contract of employment or a promise of employment. I understand that my employment is an “at-will” relationship and may be terminated by either party at any time, with or without notice. We are an equal opportunity and affirmative action employer and make employment decisions without regard to age, race, religion, national origin, gender, sexual orientation, gender identity, disability, veteran status, genetic information, or other protected class. Our locations are drug-free and pre-employment drug tests are required. Background checks are also required before employment begins. We participate in E-Verify and those who are ineligible to work in the United States will not be considered. The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to be an all-inclusive list of the skills and abilities to do the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. Ability to model Choice's Cultural Values: Welcome and Respect Everyone, Be Bold, Be Quick, Listen, Be Curious and Show Integrity are key to our success in inspiring Loyalty, Growth, and the Hospitality Spirit. Choice Hotels International is an equal opportunity employer and affirmative action employer. Employment practices and decisions are not influenced by an applicant's race, color, religion, sex, national origin, age, sexual orientation, gender identity or express, disability veteran status, genetic information or any other characteristic protected by law. In compliance with the Immigration Reform and Control Act of 1986, this offer of employment is conditional upon your presenting documents verifying your identity and legal authorization to work in the United States. All offers of employment are conditional upon the satisfactory completion of a background check and E-Verify.

Job Details Berkeley CA - Berkeley, CA Full Time AdvisorDescription EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Berkley, CA location is hiring for a Vice President. The Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Duties and Responsibilities Responsible for servicing a designated number of clients Responsible for generating business through referral networks, marketing initiatives, COI's and Client referrals Maintain and expand assigned territory in referral network Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director Work with internal team members including portfolio management, operations and financial planning to further the client relationship Follow-up with clients, document client interactions and client related workflows in contact management system Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties Assist Senior VP and Regional Director with the professional development of wealth advisors Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives Qualifications Undergraduate degree required, preferably in business related major Minimum 5-10 years of relationship management/sales experience within financial services Certified Financial Planner Extensive knowledge of financial, investment, and risk management concepts Excellent written and verbal communication skills Demonstrated interpersonal skills with the ability to work well within a collaborative environment Reliable, organized and goal-oriented Demonstrated leadership capabilities Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays Unlimited PTO Paid Volunteer Time Paid Parental Leave Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program Complimentary Food and Snacks #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. If you're looking for a place to expand upon your growing skills, AssetMark offers you the opportunity to delve into a variety of projects and interact with numerous departments within the organization. We are looking for bright, ambitious, and highly capable people that are able to thrive in a fast paced dynamic environment to deliver on key business objectives. Your desire to bring initiative, resourcefulness and the ability to make sound decisions will be realized in this internship opportunity with a company that is dedicated to the personal and professional development of its employees. If you have a passion for learning and are serious about expanding your skill set, let AssetMark be the bridge to your future! The Job/What You'll Do: AssetMark service strategy is focused on creating loyal customers by delivering speed, consistency, service touch and accuracy through the work of our Operations and Service teams. This internship opportunity within Operations and Service will focus on a project or additional tasks required to support basic operational functions. This role represents an opportunity for a candidate that wants to be challenged, is results driven, and passionate about learning new things. “Knowledge” is one of the primary information systems that allows Advisor Services to deliver industry-leading support to our advisors. It provides Relationship Managers and their colleagues with consistent, accurate, and comprehensive answers to guide advisors on how to best leverage the platform. Objectives: Gain work experience in the financial services and information management fields Learn best practices for assessing and organizing large amounts of specialized data Gain insights into how to successfully collaborate within a cross-functional and dynamic organization We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office. Responsibilities: Review, modify, and update key datapoints in the current Salesforce Knowledge system in preparation for a large platform/technology upgrade with Morningstar integration Work with leaders, key stakeholders to identify areas of self-service resources and help solve for gaps or areas of opportunities to provide an improved customer experience Provide additional support to related Service team projects where needed Knowledge, Skills, and Abilities: Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) Excellent analytical skills and business acumen Ability to quickly learn new complex processes and technology Ability to consolidate research and data into cohesive summary of findings and recommendations Ability to effectively work with specialized data without deep industry or company experience Strong communications and organizational skills Self-directed and results driven with ability to manage time, priorities, and deadlines Attention to detail; must be accurate, precise, and detail oriented Ability to work independently while also being a team player Education & Experience: Pursuing a Bachelor's in Business, Management, Finance, or related field; will consider recent graduates Preferred minimum GPA of 3.0 on a 4.0 scale Internship Details Hourly wage: $17 per hour Internship Duration: June 9- August 15 Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

At AssetMark, we foster a collaborative and innovative environment that encourages professional growth and development. If you are passionate about technology and eager to contribute to cutting- edge projects, we invite you to apply for this exciting opportunity. The Job/What You'll Do: As a Technology Lead at AssetMark, you will play a crucial role in developing, testing, and maintaining both existing and new applications, ensuring seamless integration with third-party systems. Reporting to the Senior Manager of Software Development for Enterprise Platforms, you will collaborate closely with solution architect, other developers, product owners and fellow team members. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office. Responsibilities: Develop and implement code for front-end and back-end systems, leveraging cutting-edge Azure cloud computing technologies. Participate in the design and documentation process for each sprint and release deliverable. Analyze user stories, provide level of effort estimates, and appropriately size stories. Apply Object-Oriented Design and Analysis (OOA and OOD) principles in your development work. Follow Agile Scrum methodology and participate in corresponding ceremonies. Contribute to troubleshooting and resolving defects. Stay updated with new and emerging technologies to enhance solutions and meet client needs. Collaborate with team members and contribute to knowledge-sharing initiatives. Leading a team of developers to come up with effective solutions to business requirements. Knowledge, Skills, and Abilities: Proficient in SQL Server (DB Design, Query Optimization, Indexing). Experience with PostgreSQL DB and integration with .Net Core. Hands-on experience in developing Azure Cloud Computing resources such as App Services, Function Apps, Logic Apps, Storage Accounts, etc. Familiarity with Agile development methodologies. Prior Technology Lead experience. Proficient in Source Code management systems, especially Git and Azure DevOps. Quick learner with the ability to grasp new technology concepts. Ability to collaborate effectively within a matrixed architecture team and deliver timely results. Excellent communication skills. Education & Experience: Masters degree in computer science, engineering, information systems, or equivalent formal training/experience. Minimum of 8-10 years experience in Information Technology supporting complex projects using .Net and Azure cloud technologies. Compensation: The Base Salary range for this position is between $150,000-$165,000. 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. #LI-hybrid #LI-TN1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

Who You'll Work With: AB Arya Partner's platform is focused on generating research-based insights that can produce alpha with low levels of beta and factor exposure relative to unhedged long-only portfolios. The capacity-constrained multi-manager portfolios are intended to provide clients with largely idiosyncratic alpha that has limited market exposure. This approach is highly complementary to our existing investment services, and it allows us to meet an important need that our clients are seeking to satisfy. What You'll Do: AB Arya Partners is currently looking to hire an Industrials & Materials Portfolio Manager. As a Portfolio Manager you will be responsible for managing a portfolio of long and short positions in the Industrials & Materials sectors consisting of equity and related securities primarily in the fund established by AB under the Arya business unit and other funds as determined by AB. The key job responsibilities include, but are not limited to: Perform diligent & deep dive fundamental research on universe of investments Construct and Manage a portfolio of long/short equity & related instruments with a focus on generating high idiosyncratic returns Provide real-time and weekly updates to CIO/CRO on individual investments, portfolio construction and risk Update individual models & research notes on ideas on a regular basis in keeping with the investment and compliance process requirements Collaborate effectively with other AB employees on research, process improvement and firmwide initiatives Communicate trading decisions to the Portfolio Management Group and monitor implementation What We're Looking For: Bachelor's degree, Master's degree preferred with a strong academic record Track record of investing in equity long/short strategies across sectors such as Consumer, Industrials, Energy, Healthcare, TMT, Financials in Europe Relentless intellectual curiosity and a drive to excel at the highest level A consummate team player who seeks a highly rigorous and collegial environment for their career development About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Salary Disclosure (Insert only if roles are to be located or posted in NY, California, Washington, Colorado,) In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $240,000-$250,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. San Francisco, California

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Position Overview Come join the Moody's Insurance Solutions' Intelligent Risk Platform team. Our platform, built on AWS cloud technology, seamlessly integrates with multiple persona-centric SaaS applications. These applications provide customers with industry-leading analytics in primary underwriting, portfolio steering and reinsurance underwriting. Building on this strong foundation, the platform product team is developing additional products to expand the analytical capabilities by utilizing Data Lake technologies. The team is looking for talented individuals with a passion for driving new products and product capabilities, in the area of analytics, from initial concept to successful delivery and market adoption. The ideal candidate will be knowledgeable of SaaS methodologies for building solutions at scale. Focused on developing and maintaining platform services to enable Moody's Insurance Solution application teams and customers to unlock the full potential of the Intelligence Risk Platform and the analytics delivered through various applications. Experienced with targeted functionality to support data engineers, data scientist and application developers. You will meet with customers, users, prospects, partners, and industry analysts to communicate the company's vision of the market, product roadmap, and competitive differentiation. You will function as a primary subject matter expert on the product and its target market. Responsibilities Evangelist for data engineers, data scientist and developer personas. Perform market research to identify analytical capabilities and tools that would enhance the value of the Platform, and all the applications deployed on it. Develop the business case by validating market fit and willingness to pay. Work with Engineering to identify technology stack that would deliver the workflow and analytical capabilities. Perform proof-of-concept for those technologies and identify the ones that align with the overall Platform strategy. Work with Model Development and Model Support teams to gather or build analytical tools that can be packaged up in libraries and deployed for clients. Take ownership of all related roadmaps and active projects. Work with internal stakeholders and customers to define product requirements. Work with Engineering team to ensure proper execution in support of product strategy. Handle Go-To-Market activities tied to the product area of ownership. Produce collateral and sales tools such as articles, datasheets, white papers, blogs, how-to videos, demos, etc. Continue to extend vision, strategy, and roadmap. Remain up to date on the competitive market landscape and product analysis. Experience/Skills Required 10+ years minimum of Product Management or similar experience. 5+ years of experience in developing SaaS products. Experience building SaaS or PaaS solutions on public clouds. Experience using commercial Data Lakes or similar Analytics products Knowledge of cloud and microservices-based architectures. BS or MS degree in Computer Science or equivalent industry experience. Well-developed leadership, management, and strategic-thinking skills, with the ability to excite and lead others. Fast learner that can quickly synthesize ideas, information, and options into a strategy, plan, or response and effectively communicate it. Innovative and creative problem solver with strong analytical skills. Excellent written and oral communication skills in a business environment, along with a proven ability to prioritize, organize and deliver on commitments. P&C Insurance background a plus. For US-based roles only: the anticipated hiring base salary range for this position is $152,000.00 - $220,250.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role may be eligible for a completion bonus. Moody's also offers insurance and a discounted employee stock purchase plan for limited duration employees. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.

The Job/What You'll Do: Are you an energetic, self-starter looking to make a change, expand upon your responsibilities and have a measurable impact on the growth of an established and developing financial services company? Play an integral role as you leverage your high degree of confidentiality, integrity, and professionalism while serving as Executive Assistant to the Chief Operating Officer. We look for you to bring initiative, resourcefulness and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized in this career opportunity with a company that is dedicated to the personal and professional development of its valued employees. Join our team and showcase your talent for delivering reliable VIP service. This position reports directly to the COO. Serve as an internal resource to provide information and handle special projects, meeting and event facilitation, and coordinate travel. Ideal candidate will possess all the qualifications required of the job, is dependable and motivated, is highly organized, and is able to meet deadlines and learn quickly. As the Executive Assistant, working from our Concord, CA office, your primary mission will be to provide best-in-class executive support which involves a wide variety of duties that are critical to ensuring smooth and seamless business processes. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: The person in this position will be responsible for various executive administration tasks, including but not limited to the following: Calendar management, scheduling of meetings, coordinating meetings on-site and via video and teleconferencing Organize special projects, travel arrangements and process-related expense reporting Create or edit documents using Microsoft Office applications Escalate issues as needed to ensure timely response Submit purchase order requests and manage accounts payable submissions Work closely with members of the Executive Leadership Team and support staff to ensure coordination across teams Responsible for supporting some facilities-related matters, working closely with management on the day-to-day needs of the office, including back-up of the front desk as needed to cover for absences Utilize advanced Excel functions, including pivot tables, VLOOKUP, and data analysis tools to manage reports, track expenses, and support executive decision-making. Knowledge, Skills, and Abilities: Keen attention to detail Expertise with Microsoft Office, with particular emphasis on Outlook, PowerPoint and Excel Positive and professional attitude that fosters a welcoming team environment Motivated self-starter with strong organizational skills and a proactive approach to challenges Ability to work independently under pressure and time constraints Education & Experience: 3 years of relevant office administration or similar experience, a passion for learning and growth is valued over extensive experience Compensation: The base range for this position is between $43.27/hour -$48.08/hour This information reflects a base compensation 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. #LI-hybrid Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

Who You'll Work With: Within Bernstein's Ultra High-Net-Worth (UHNW) group is the Family Engagement Strategies team, a dedicated group of professionals with experience and training in helping families explore the transfer of wealth-related values and knowledge, and link that to the technical decisions necessary for successful pre-transaction and post-transaction planning, trust & estate decision making and family governance. Through directed exercises, the team helps uncover what matters the most-and the least-to the families with whom we work. We then provide recommendations and share observations that turn aspirational priorities into actionable plans. Leveraging these facilitated conversations and family meetings, our experts ensure voices are heard, expectations are managed, and key findings are incorporated into strategic plans, including family governance structures, education programs, and wealth strategies. What You'll Do: This team is looking for a VP/Director with specialized knowledge and experience advising individuals and families on multi-generational planning, family dynamics and family governance. This individual should have experience in active and empathetic listening, critical analysis, and strategic planning. Specifically, this individual will provide guidance and support to UHNW families using the tools and deliverables of the Engagement Team, including directing discovery exercises, crafting client action plans and moderating peer-to-peer discussions. This individual will also be responsible for sales team education, training and development in Engagement. What We're Looking For: Responsibilities and Duties: * Facilitate family meetings and engagement exercises to allow for the sharing of family values, priorities, philanthropic goals, and family dynamics issues. * Help clients and prospective clients navigate complex issues surrounding moments of transition. Expertise in advising family businesses, succession planning and family enterprise governance is a plus. * Craft, implement and manage engagement strategy action plans, and guide families in the creation of governance structures and documents. * Author thought leadership research and partner with sales and marketing leaders to launch research to clients and professional partners. * Craft and implement education programs to aid in the leadership and stewardship development of rising generations. * Share domain expertise internally with Private Wealth Management teams across the country to educate and promote fluency in key markets. Qualifications: * BS/BA degree is required. Additional certifications or degrees which could include a CFA/CFP, governance certifications, Ph.D., J.D., or other Masters degree, or equivalent work experience a plus. * An additional certification (21/64, Family Firm Institute, CFA/CFP etc.) a plus - or willingness to acquire within 12-18 months. * 8-10 years of professional experience with UHNW clients in client service, planning and/or wealth management. * Experience in the financial services industry is a plus, but not required. * Foreign language skills are a plus, but not required. * Self-starter with entrepreneurial drive and demonstrated ability to achieve goals in a fast-paced, dynamic environment. * Polished written and verbal communication skills; able to effectively interact and influence a diverse set of business partners and UHNW clients. * Collaborative team player, detail oriented with strong organizational skills. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $150,000- $165,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives. #BernsteinPWM New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida

The Job/What You'll Do: The Platform Revenue team manages all aspects of fee billing, including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee maintenance, and facilitation of fee payment to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles on an annual basis. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office locations in Concord, CA, or Phoenix, AZ. Responsibilities: Administer all aspects of monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc Prepare daily 3rd party custodian fee account reconciliation Process and oversee the 3rd party/partner payment processes, such as Marketing Support/Premier BD payments Perform daily peer review/QC of billing maintenance requests Perform daily billing transaction review and fee account set-up error review Implement and review negotiated fee agreements Continuously upgrade billing standard operating procedures Work closely with other teams to deliver ad-hoc revenue analysis as needed Process-improvement mindset - proactively identifying gaps or challenges in a process that require change Following through on a solution to a problem and engaging in implementation from beginning to end Knowledge, Skills, and Abilities: Excellent Communication Skills - verbal, written, and interpersonal Detail-oriented with advanced problem-solving skills The ability to take ownership and drive tasks to completion with minimal supervision Works well under pressure and is able to manage multiple priorities and deadlines Ability to work independently and as part of a team Strong partnering abilities - able to work effectively with cross-functional teams across multiple physical locations Strong PC skills and the ability to quickly master other related business systems Outstanding Customer Focus - seeing the “bigger” picture and the ability always to identify what is in the best interest of the client and the firm Proactive in own growth and development, and key to the growth and development of the team Education & Experience: Bachelor's Degree preferred 3+ Years of financial services or billing experience Compensation: The Base Salary range for this position is between $70,000 - $80,000. 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. #LI-CR1 #LI-Hybrid Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/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.

At AssetMark, we foster a collaborative and innovative environment that encourages professional growth and development. If you are passionate about technology and eager to contribute to cutting- edge projects, we invite you to apply for this exciting opportunity. The Job/What You'll Do: As a Technology Lead at AssetMark, you will play a crucial role in developing, testing, and maintaining both existing and new applications, ensuring seamless integration with third-party systems. Reporting to the Senior Manager of Software Development for Enterprise Platforms, you will collaborate closely with solution architect, other developers, product owners and fellow team members. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office. Responsibilities: * Develop and implement code for front-end and back-end systems, leveraging cutting-edge Azure cloud computing technologies. * Participate in the design and documentation process for each sprint and release deliverable. * Analyze user stories, provide level of effort estimates, and appropriately size stories. * Apply Object-Oriented Design and Analysis (OOA and OOD) principles in your development work. * Follow Agile Scrum methodology and participate in corresponding ceremonies. * Contribute to troubleshooting and resolving defects. * Stay updated with new and emerging technologies to enhance solutions and meet client needs. * Collaborate with team members and contribute to knowledge-sharing initiatives. * Leading a team of developers to come up with effective solutions to business requirements. Knowledge, Skills, and Abilities: * Proficient in SQL Server (DB Design, Query Optimization, Indexing). * Experience with PostgreSQL DB and integration with .Net Core. * Hands-on experience in developing Azure Cloud Computing resources such as App Services, Function Apps, Logic Apps, Storage Accounts, etc. * Familiarity with Agile development methodologies. * Prior Technology Lead experience. * Proficient in Source Code management systems, especially Git and Azure DevOps. * Quick learner with the ability to grasp new technology concepts. * Ability to collaborate effectively within a matrixed architecture team and deliver timely results. * Excellent communication skills. Education & Experience: * Masters degree in computer science, engineering, information systems, or equivalent formal training/experience. * Minimum of 8-10 years experience in Information Technology supporting complex projects using .Net and Azure cloud technologies. Compensation: The Base Salary range for this position is between $150,000-$165,000. 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. #LI-hybrid #LI-TN1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. * Flex Time Off or Paid Time/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.