Partner Custodian Case Manager

Job description

Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial Advisors. We provide investment, relationship and practice management solutions that Advisors use in helping clients achieve wealth, independence and purpose. Our mission is to empower Advisors to create awesome investment solutions and experiences for their clients. Our teams and leadership approach every interaction and decision with our Core values - heart, integrity, excellence and respect. AssetMark’s open architecture and ability to serve independent Advisors means we work not only with our own custodian, AssetMark Trust, but also have partnerships with three third-party custodians – Fidelity, Pershing, and Schwab. We refer to these firms as Partner Custodians (PC). Advisors may choose to work with one of these custodians and lean on AssetMark for full operational and service support. All client-directed PC requests flow through AssetMark and the PC Team. Our PC Teams work with the custodians to define processes, procedures, implement improvements, and resolve outstanding issues for these requests. Our goal is to create a seamless experien...