Strategic Account Services Analyst

AssetMark, Inc.; Phoenix (AZ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

401K – 6% employer match

Medical, dental, vision

HSA employer contribution

Volunteer Time Off

Job summary

AssetMark is seeking a Strategic Account Services Analyst to support strategic and institutional partnerships, handling high-impact requests and coordinating cross-functional resources. The role emphasizes data analysis, process optimization, and hands-on training to improve workflows and partner communications.

The ideal candidate has 3–5+ years of relevant experience, strong CRM and Excel skills, and a proven ability to translate partner needs into actionable requirements.

Qualifications

• 3–5+ years in financial services, strategic account servicing, operations, or related field.
• Experience with wealth management firms, RIAs, and enterprise/hybrid environments.
• Ability to analyze data, identify trends, and communicate practical recommendations.

Responsibilities

• Serve as primary contact for home-office personnel at strategic and institutional partner firms.
• Own inquiries from intake to resolution, coordinate stakeholders, escalate risks as needed.
• Analyze case activity and identify trends to improve workflows and documentation.
• Develop findings and operational updates for leadership and cross-functional teams.
• Create and maintain processing procedures and provide hands-on training to teammates.

Skills

Analytical thinking

Problem solving

Communication

Stakeholder management

Process improvement

Education

Bachelor's degree preferred

Tools

Salesforce

Excel

Reporting tools

Job description

Strategic Account Services Analyst### Strategic Account Services AnalystApply: Hybrid: Phoenix, AZ: Full time: Posted Yesterday: Req-004046## **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. # Role ScopeIndividual contributor role focused on strategic firm service, operational analysis, selected processing activities, and procedural training. Target allocation is approximately 50% incoming firm contacts and case support and 50% analytical, process improvement, and enablement work; the balance will flex based on incoming case volume and business priorities. No people-management, team-lead, workload assignment, or performance-review responsibilities. *Compensation: The Base Salary range for this position is between $75,000-$85,000.**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-hybrid#LI-TE 1**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 ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.