Platform Revenue Analyst

AssetMark Financial Holdings•Charlotte, NC

3d•$60,000 - $66,000•Hybrid

About The Position

The Job/What You'll Do: The Platform Revenue team manages all aspects of fee billing, including fee calculation, validation, debiting/crediting, reconciliation, reporting, maintenance, and facilitating fee payments to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles each year. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

Excellent Communication Skills - verbal, written, and interpersonal
Detail-oriented with advanced problem-solving skills
Takes ownership and drives tasks to completion with minimal supervision
Works well under pressure and manages multiple priorities and deadlines
Ability to work independently and as pa r t of a team
Strong partnering abilities – able to work effectively with cross-functional teams across multiple physical locations
Strong PC skills and the ability to quickly master other related business systems
Outstanding Customer Focus – seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firm
Proactive in own growth and development, and key to the growth and development of the team
Bachelor’s Degree preferred
3+ Years of Financial Services or Billing Experience is preferred
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Responsibilities

Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
Process and oversee 3 rd party/partner payment processes, such as Marketing Support/Premier BD payments
Perform daily peer review/QC of billing maintenance requests
Perform daily billing transaction review and fee account set-up error review
Implement and review negotiated fee agreements.
Continuously upgrade billing standard operating procedures
Work closely with other teams to deliver ad-hoc revenue analysis as needed
Process-improvement mindset – Proactively identifying gaps or challenges in a process that require change
Following through on a solution to a problem and engaging in implementation from beginning to end