Strategic Account Services Analyst Hybrid (Phoenix)

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

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