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Charlotte, North Carolina, United States
Hybrid
Not Available
The Job/What You’ll Do
The Manager, Trading will lead and develop a team of traders and portfolio implementation professionals responsible for trading and implementing investment strategies across AssetMark’s large-scale wealth management platform. This role oversees model-based trading, portfolio rebalancing, managed accounts, and unified managed account environments while ensuring trades are executed accurately, efficiently, and in accordance with investment intent, client requirements, and operational controls. The role owns the trading control environment, including procedures, performance metrics, risk monitoring, and operational performance.
This leader will help scale the trading function by improving workflows, strengthening controls, reducing cycle time and operational risk, and enhancing the systems and processes used to support advisors and their clients. The role will partner closely with Trading leaders, Investment Solutions, Product Engineering, Compliance, and other business teams to implement new capabilities and ensure the trading organization is prepared for changing volumes, products, and business needs.
The ideal candidate is a hands-on trading or portfolio implementation professional who enjoys improving how work gets done. This may be someone with prior formal management experience or a high-performing team lead who is ready to take the next step into people leadership.
This position is based in Charlotte, North Carolina and follows a hybrid work schedule. Candidates must be located in or willing to relocate to the Charlotte area.
Trading and Portfolio Implementation
Process Improvement and Scale
Team Leadership and Cross-Functional Delivery
Knowledge, Skills, Abilities
Education and Experience
Compensation
The base salary range for this position is between $110,000 and $140,000. This position will also be eligible for additional variable incentive compensation and competitive benefits. This information reflects a base salary range that AssetMark reasonably expects to pay based on factors that may include job-related knowledge, skills, education, experience, and actual work location.
Candidates must be legally authorized to work in the United States to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.