Senior Billing Risk and Systems Analyst

Asset Mark•Concord, CA

52d•$90,000 - $100,000•Hybrid

About The Position

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services and expertise to help them grow their businesses. We are searching for someone to bring a continuous improvement and controllership mindset to a growing asset management company. The right candidate will be a proven self-starter with an owner/operator mentality who must bring strong ownership and accountability to our organization. The successful candidate will bring a strong technology, risk, audit, and compliance mindset, excellent oral and written communication skills, and a passion for excellence. The Senior Billing Risk and Systems Analyst is responsible for conducting audits, strengthening control frameworks, and performing risk assessments to ensure the accuracy, completeness, and integrity of billing processes. This role collaborates closely with the Billing Implementation Manager, Billing Operations, and Product & Engineering teams to drive improvement projects, automate manual processes, and enhance operational efficiency within billing and revenue operations. Additionally, the Senior Billing Risk and Systems Analyst supports M&A integration, provides actionable insights to improve client experience and mitigate organizational risk, and fosters a strong risk-aware culture across the organization. This is a full-time position in our Concord, CA office with a hybrid work schedule.

Requirements

Strong aptitude for rapidly understanding and mastering new technologies or systems
Prior external or internal audit experience
Deep knowledge of the TAMP industry, particularly platform-based or advisory fee/management fee structures
Knowledge of financial services regulatory requirements preferred
Ability to articulate clear messages and concise instructions through oral and written communication
Strong prioritization and organizational skills
Proven ability to build cross-functional relationships, especially with Sales, Legal, and Finance teams.
Ability to manage multiple priorities and work with a high degree of independence and accountability.
Ability to assess and minimize risk to organization
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
5+ years' financial services experience required

Nice To Haves

Knowledge of financial services regulatory requirements preferred

Responsibilities

Lead pre-billing audits to ensure the accuracy of billing inputs into the billing system
Monitor and fix daily billing import errors
Complete quarterly audits to validate the accuracy and reasonableness of custodial partner billing.
Maintain data integrity and accuracy within the billing system and reports
Oversee end-to-end controls to ensure the completeness and accuracy of all billing activities in the billing system
Conduct ongoing risk assessments, identifying key risks and recommending appropriate control measures
Oversee the effectiveness of risk controls, monitor performance, and implement improvements as needed
Promote a strong risk-aware culture through consistent communication, training, and best practices
Partner with the Billing Implementation Manager in billing improvement initiatives and defect fixes, ensuring they are properly prioritized, thoroughly tested, and successfully implemented
Support the Billing Operations Manager and the Billing Implementation Manager on mergers & acquisitions and consolidation projects within the AssetMark billing system
Collaborate with cross-functional teams to identify operational, financial, regulatory, and reputational risks
Facilitate comprehensive reviews of client experience cases, identify root causes and trends, and provide actionable recommendations to Platform Revenue leaders