Platform Revenue Analyst

AssetMark; Concord (CA); Hybrid; USD 68,000 - 75,000; Full time

Benefits offered by this job

Flex Time

Paid Time Off and Sick Time

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Job summary

AssetMark in Concord, CA is seeking a Platform Revenue specialist to administer the monthly and quarterly revenue collection and fee processing across business units. You will oversee partner payments, review billing requests, and ensure accurate fee setups while supporting ad-hoc revenue analysis.

The role requires strong Excel skills, detail orientation, and collaboration with cross-functional teams. We value clear communication, ownership, and the ability to manage multiple priorities in a

Qualifications

• Bachelor’s degree preferred.
• 3+ years of financial services or billing experience.
• Strong communication, problem-solving and detail orientation.

Responsibilities

• Administer monthly and quarterly revenue collection across AssetMark units.
• Process 3rd party/partner payments (Marketing Support/Premier BD).
• Perform daily billing QC and transaction review; set up fee accounts.
• Implement and review negotiated fee agreements; upgrade SOPs.
• Collaborate with cross-functional teams for ad-hoc revenue analysis.

Skills

Communication skills

Detail-oriented

Problem-solving

Ownership

Multi-priority management

Independent work

Cross-functional

Excel

AI tools

Customer focus

Education

Bachelor’s degree preferred

Tools

Microsoft Excel

AI tools

Job description

Job Description: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.This is a full-time position in our Concord, CA office with a hybrid work schedule.Responsibilities: Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, IncProcess and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD paymentsPerform daily peer review/QC of billing maintenance requests.Perform daily billing transaction review and fee account setup error review.Implement and review negotiated fee agreementsContinuously upgrade billing standard operating proceduresWork closely with other teams to deliver ad-hoc revenue analysis as neededProcess-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 endKnowledge, Skills, and Abilities:Excellent Communication Skills - verbal, written, and interpersonalDetail-oriented with advanced problem-solving skillsTakes ownership and drives tasks to completion with minimal supervisionWorks well under pressure and manages multiple priorities and deadlinesAbility to work independently and as part of a teamStrong partnering abilities – able to work effectively with cross-functional teams across multiple physical locationsStrong PC skills and the ability to quickly master other related business systemsStrong Microsoft Excel skills and experience using AI tools to improve efficiency, analyze data, and support business processesOutstanding Customer Focus – seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firmProactive in own growth and development and key to the growth and development of the teamEducation & Experience:Bachelor’s Degree preferred3+ years of financial services or billing experience'Compensation: The Base Salary range for this position is between $68,000-$75,000.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-hybridWho 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 MissionOur 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 ValuesHeart. 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 & BenefitsOur 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 Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.