AssetMark Financial, Inc

Transfer Team Leader

Phoenix, AZ

Sponsorship not specifiedDetected 2 days ago

Data AnalysisCustomer SupportCommunicationCollaborationTime Management

About the role

The Transfer In Leader is a pivotal role within AssetMark, responsible for spearheading the Transfer In function.
This role involves leading a dynamic team focused on the seamless initiation, allocation, cost basis, reconciliation, and overall success of incoming transfers.
The Transfer In Leader will ensure the end-to-end ownership of the Transfer In process, working closely with a team of analysts, coordinators, and specialists.

Oversee and lead the Transfer In Functions, including Ad Hoc Transfer Initial Work Review, Transfer In Initiation, Follow-Up, Allocation, Cost Basis, Reconciliation, and NIGO Resolution.
Drive operational improvements to enhance efficiency, productivity, and overall performance.
Collaborate with the Transfer Out Leader to identify and implement synergies between Transfer In and Transfer Out processes.
Evaluate current processes, proactively identify trends, and implement enhancements to drive productivity and performance.
Collaborate with vendors to address and resolve issues related to Transfer In processes.
Deliver firm requirements repository (contra firm log) and ensure synchronization with relevant systems.
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.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

Expertise in Transfers, Operational Audits, and Investment Industry Reporting.
Energetic with the ability to motivate and inspire others.
Skilled in data analysis, interpretation, reporting, and communication.
3-5 years of experience in Brokerage/Trust/Securities Operations/Asset Transfers.
Cross-functional process knowledge and analytical decision-making skills.
Excellent communication skills, customer service orientation, results-oriented, time management, and ownership of issues.
Growth is in our DNA.
At AssetMark your ideas matter

Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
Flex Time or Paid Time Off and Sick Time Off
Medical, Dental, Vision - HDHP or PPO
HSA - Employer contribution (HDHP only)
Volunteer Time Off
Fitness Reimbursement

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 are how we show up every day.
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
Client Success.
We believe in:
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.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits

This listing is sourced directly from AssetMark Financial, Inc's careers page and normalized into a canonical job model.