Platform Revenue Senior Analyst

AssetMark Financial Holdings•Concord, CA

2d•$80,000 - $90,000•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 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 Concord, CA office with a hybrid work schedule.

Requirements

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 to always identify what is in the best interest of the client and the firm
Bachelor’s degree or equivalent experience required
Minimum of 5 years of financial services industry experience required

Nice To Haves

2+ years of Leadership experience is preferred
Proven time management, prioritization, and organizational skills are preferred

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 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