Strategic Account Services Analyst

AssetMark Financial Holdings; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

AssetMark Financial Holdings seeks a Strategic Account Services Analyst to support strategic and institutional partnerships, including wealth management firms and RIAs, in a hybrid Phoenix office. You will analyze complex requests, coordinate cross‑functional work, and drive process improvements while building proficiency through hands‑on training.

You will own inquiries from intake to resolution, monitor workflows, and collaborate with Sales, Operations, Compliance, and Technology to meet

Qualifications

• Strong analytical and problem-solving skills with the ability to interpret data and identify trends.
• Excellent written and verbal communication, with sound judgment and organizational discipline.
• Ability to collaborate effectively with cross-functional teams and stakeholders.

Responsibilities

• Serve as a knowledgeable contact for strategic and institutional partner firms; deliver clear communication and follow-through.
• Own inquiries from intake through resolution; coordinate with stakeholders and escalate risks as needed.
• Provide expert support for platform access, advisor workflows, billing, reporting, and due diligence requests.
• Support onboarding and operational initiatives; develop procedures and provide hands-on training to teammates.
• Apply Process Excellence methodologies to map workflows, identify inefficiencies, and measure improvements.

Skills

Analytical thinking

Problem-solving

Cross-functional collaboration

Communication

Tools

Salesforce

Microsoft Excel

Job description

Job Description

The Strategic Account Services Analyst supports AssetMark's strategic and institutional partnerships, including wealth management firms, enterprises, hybrid firms, and RIAs. Serving as a trusted home-office liaison and operational resource, this position combines high-touch partner support with complex issue analysis, cross-functional problem resolution, and continuous process improvement.

The Analyst owns complex and high-impact firm requests through resolution, identifies trends and root causes, and translates operational insights into actionable improvements. The role also supports selected firm and advisor-related processing activities and helps build team proficiency by documenting procedures and providing hands‑on process training. This is an individual contributor position without people‑leadership responsibilities.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Key Responsibilities

Strategic Partner Support & Complex Issue Resolution

Serve as a knowledgeable, responsive contact for home‑office personnel at strategic and institutional partner firms; deliver clear communication and consistent follow‑through.

Own firm inquiries from intake through resolution, coordinating stakeholders and escalating risks or obstacles appropriately.

Provide expert support for platform access and functionality, account and advisor workflows, billing and compensation, reporting and data access, due diligence, and regulatory or compliance‑related requests.

Support firm onboarding, contact education, and operational initiatives; proactively share material partner feedback and relationship risks with assigned Strategic and Institutional Account Managers.

Operational Analysis, Reporting & Continuous Improvement

Analyze Salesforce case activity, service volumes, aging, recurring requests, and partner feedback to identify trends and opportunities.

Investigate root causes of recurring issues; recommend and help implement scalable improvements to workflows, documentation, controls, and partner communications.

Develop concise findings, recommendations, and operational updates for team leadership and cross‑functional stakeholders.

Support process updates by gathering feedback, documenting changes, and helping track results.

Apply Process Excellence methodologies to map workflows, identify inefficiencies, perform root‑cause analysis, and measure the effectiveness of implemented improvements.

Support daily operational effectiveness by monitoring workflow activity, identifying capacity or quality concerns, and assisting the manager with prioritization, coverage coordination, and urgent requests as needed.

Cross‑Functional Collaboration & Firm Enablement

Coordinate with Service, Operations, Advisor Relations, Sales, Compliance, Product, Technology, and other internal teams to resolve firm‑level needs.

Serve as a subject matter expert on selected firm workflows, processes, projects, and operational changes.

Help translate firm needs into clear internal requirements and support testing, rollout, and communication of process or technology enhancements.

Processing Support & Knowledge Development

Perform selected firm and advisor‑related administrative processing activities, including maintaining firm records and supporting firm onboarding documentation, in accordance with established procedures and approval requirements.

Partner with Advisor Relations and Operations to ensure accurate processing, seamless handoffs, proper documentation, and timely resolution of exceptions.

Develop and maintain processing procedures, job aids, and knowledge resources; provide hands‑on training and guidance to teammates to promote consistency, accuracy, and operational efficiency.

Qualifications & Ideal Profile

Typically 3‑5+ years of relevant experience in financial services, strategic account servicing, operations, relationship management, or a related function.

Working knowledge of wealth management firms, enterprises, hybrid and RIA environments, including operational, administrative, and compliance considerations.

Strong analytical and problem‑solving skills, including the ability to interpret case data, identify trends, evaluate root causes, and communicate practical recommendations.

Process Excellence skills, including familiarity with structured problem‑solving and continuous improvement methodologies; ability and commitment to earn Yellow Belt/Green Belt certifications within the first 12 months of employment.

Advanced proficiency with Salesforce or comparable CRM tools, Microsoft Excel, and reporting or workflow tools.

Excellent written and verbal communication, sound judgment, organizational discipline, and ability to collaborate effectively with cross‑functional stakeholders.

Ability to manage competing priorities, follow documented processing controls, explain procedures clearly, and support team knowledge sharing.