High Net Worth Success Analyst

AssetMark•Phoenix, AZ

3d•$70,000 - $80,000•Hybrid

About The Position

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. The Success Analyst will be primarily responsible for ensuring business outcomes are achieved for high net worth cases for investors, advisors, investment managers, and for AssetMark. The Success Analyst will work independently but in a team to prepare and communicate trade instructions to investment managers, ensure success measures are captured for every case, manage all cases towards their assigned success measures, and will act as the primary owner and contact for managers to ensure issues are prevented from occurring and are resolved in a quick, fair, and transparent manner. A primary objective of this role will be delivering success measures including the percentage of cases that meet their desired outcome, the responsiveness to issues, and the proactive resolution of issues before they become customer facing problems. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Requirements

Bachelor degree or equivalent experience required
Ability to articulate clear messages and concise instruction through oral and written communication.
Strong business process knowledge across AssetMark sales, service, and operations processes
Expert prioritization and organizational skills.
Detail-oriented with strong analytical and problem solving skills using a variety of tools including Microsoft Excel
Able to work independently and consistently meet deadlines.
Ability to communicate effectively with sales, advisors, service, and ops teams.
Ability to exercise sound business judgement while preventing problems and resolving issues

Nice To Haves

Proven experience and skills in resolving issues by delivering quick and fair results for all stakeholders
Proven experience and skills with: IBM’s Business Process Management (BPM) software Fiserv’s APL Portfolio Management System Microsoft Excel at an intermediate to advanced skill level Project management experience
3+ years of experience working in an operations or service environment

Responsibilities

Preparation and delivery of trading instructions to investment managers to ensure fast and accurate trading experiences for advisors and their clients.
Owner and single point of contact for managers for cases regardless of which stage in the process to ensure success outcomes are met and collaboration with all parties and operating teams occur to meet case success criteria.
Review of case success measures and proactive action taken with all necessary parties to ensure the case achieves the success measures before a problem occurs.
Ensure immediate, accurate, and fair resolution of all issues related to HNW cases while keeping all stakeholders aware of resolution path, next steps, timing, and expected outcomes. Process includes root cause identification, resolution, and improvement implementation.
Cross-functional collaboration both vertically and horizontally across AssetMark and investment managers to ensure issues are resolved, communication is transparent and consistent with all parties, and case outcomes are achieved.
Proactively identify training opportunities and deliver training across all stakeholders to increase knowledge and service delivery outcomes for advisors and their clients.
Work with team members to ensure procedures are documented and take action to document procedures to facilitate learning when required.
Build proficiency assessment process that can be used for the addition of new managers to the AssetMark platform to ensure a positive experience for advisors upon implementation.
Serve as surge resource for all group tasks.