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Charlotte, North Carolina, United States
Hybrid
Not Available
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management.
The Opportunity
As AssetMark accelerates data-driven transformation, the VP, Analytics will lead the strategy, execution, and evolution of analytics across the organization. This executive will establish and drive a high-impact analytics center, enabling scalable insights and advanced modeling to unlock new business opportunities, strengthen client experiences, and drive operational performance. The ideal candidate excels at working across business and technology, ensuring that analytics initiatives deliver measurable results while upholding robust governance and compliance standards.
We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC, Phoenix, AZ, Concord, CA or Chicago, IL.
Key Responsibilities:
Analytics Strategy & Leadership
Analytics Operations
Advanced Analytics & Insights
Business Integration & Impact
Team Building & Talent Development
Qualifications & Experience:
Leadership & Experience
Technical Expertise
Business & Communication Skills
Governance & Compliance
Leadership & Education
Why Join AssetMark?
If you are a proven analytics leader with a passion for leveraging data to drive impactful business results, thrive in fast-paced environments, and want to shape the future of wealth management through innovative analytics, we encourage you to apply.
Compensation: The Base Salary range for this position is between $260,000-$285,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.