Strategic Business Solutions Lead

AssetMark

Charlotte (NC)

Hybrid

USD 100,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution (HDHP only

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark is seeking a Business Solutions Lead to drive cross-functional transformation across operations, data, and technology. You will translate business strategy into scalable solutions, define requirements, and guide initiatives from concept to value realization while collaborating with Product Engineering and Data teams.

This senior individual contributor will lead problem definition, data quality, KPIs, and UAT, ensuring solutions meet business outcomes.

Qualifications

Bachelor's degree in Business, Information Systems, Computer Science, Data/Analytics, Finance, Engineering, or related field

Responsibilities

Lead business data initiatives from problem definition through implementation and post-production value realization.
Assess current-state processes, systems, data flows, controls, and operating models; develop future-state solutions that improve efficiency, risk management, user experience, and business outcomes.
Define data requirements for technology and process solutions, including source data, data definitions, lineage, transformations, reconciliation needs, completeness, accuracy, timeliness, and other process dependent data quality standards.
Partner with Product Engineering and Data teams throughout solution design and delivery to clarify requirements, evaluate tradeoffs, resolve issues, and ensure implementation achieves intended business outcomes and expected cost savings.
Analyze current-state business processes and data flows; design future-state processes and requirements that improve efficiency, scalability, control, data quality, and user experience.
Coordinate cross-functional stakeholders across Trade Operations, Product, Engineering, Data, Risk, Compliance, and other teams as appropriate, driving decisions and maintaining alignment throughout the initiative lifecycle.
Provide project leadership for assigned initiatives, including work planning, milestone and dependency management, risk and issue tracking, decision management, status reporting, and escalation of delivery barriers.
Create and maintain high-quality solution documentation, including business requirements, technical requirements, process maps, data definitions, decision logs, traceability, operating procedures, test scenarios, and implementation artifacts.
Define KPIs, operational metrics, data quality measures, and value-realization measures before implementation to establish clear expectations for solution performance and business impact.
Lead business validation, User Acceptance Testing (UAT), production readiness, implementation coordination, and post-implementation stabilization, ensuring delivered capabilities meet documented requirements and operating needs.
Monitor production performance, KPIs, data quality, adoption, stakeholder feedback, and realized business value after implementation; identify gaps and coordinate corrective actions or continuous improvement opportunities.