Job Description:

The Job/What You'll Do:

The Billing 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. 

The Platform Revenue Senior Analyst oversees and supports the comprehensive revenue collection and billing processes across multiple business segments. This role plays a critical function in ensuring accuracy, compliance, and operational efficiency in high-volume client billing, custodial adjustments, and fee reconciliation.

The ideal candidate brings strong analytical capabilities, a deep understanding of billing systems and processes, and proven experience collaborating across cross-functional teams. As a senior member of the Billing Operations team, you will also provide guidance, mentorship, and quality assurance to ensure consistency in deliverables and continuous improvement in practices.

This is a full-time position in our Charlotte, NC 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, Inc
• Document and review processes and recommend improvements to those processes
• Overseeing the completion and assignment of CE tasks
• Review and approve the weekly custodial adjustments
• Perform daily QC and audit/review process of billing maintenance requests
• Prepare the 3rd-party custodial fee account reconciliation
• Assist Team leaders with the monthly and quarterly billing cycles
• Effectively communicate any challenges or issues in a summarized fashion to the team lead, and have a full understanding of the team's function and dynamics
• Serve as the go-to person for the team for questions and support
• Develop strong partnerships with other departments/functions within AssetMark, Inc.
• Work closely with the Billing project/program leader to resolve technology challenges and to enhance processes

Knowledge, Skills, and Abilities:

• Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation
• Detail-oriented with advanced problem-solving and analytical skills
• Ability to assess and minimize risk to the organization
• Strong business acumen that extends beyond the immediate Billing team responsibilities
• Outstanding Customer Focus – seeing the “bigger” picture and the ability always to identify what is in the best interest of the client and the firm
• Proven time management, prioritization, and organizational skills are preferred

Education & Experience:

• Bachelor’s degree or equivalent experience required
• Minimum of 5 years of financial services industry experience required
• 2+ years of Leadership experience is preferred

Compensation: The Base Salary range for this position is between $67,500-$74,000.

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.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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 Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.