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AssetMark
Phoenix, AZ; Phoenix; Charlotte, NC
Source: AssetMark careers · View original posting
From AssetMark's posting. “We” and “our” refer to the employer.
The Business Solutions Lead serves as a senior individual contributor responsible for leading business transformation initiatives that improve operational processes, data quality, technology capabilities, and organizational effectiveness. This role bridges business strategy, operations, data, and technology by identifying opportunities, defining scalable solutions, and guiding initiatives from concept through implementation and value realization.
The Business Solutions Lead works across the full solution lifecycle - from problem definition and current-state assessment through requirements, delivery, implementation, and post-production monitoring. The role develops detailed business, functional, technical, process, and data requirements; defines data quality expectations and key performance indicators (KPIs); and ensures requirements are traceable to business outcomes.
Working across business stakeholders, Product Engineering, and Data teams, this role coordinates solution design and delivery, resolves cross-functional dependencies, and provides the documentation and decision structure needed to move initiatives from concept to production. The Business Solutions Lead partners closely with Product Engineering and Data teams to ensure solutions are technically actionable, data requirements are explicit, and delivered capabilities align with business processes and operating needs.
This position requires strong business analysis, systems thinking, process design, data fluency, and project leadership capabilities. The successful candidate can create clarity in complex environments, lead cross-functional initiatives without direct authority, and drive sustainable improvements that enhance scalability, control, efficiency, and user experience.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to either our Phoenix, AZ or Charlotte, NC office.
Compensation
$100,000-$120,000. 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.
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.
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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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