Transfer In Team Leader
Assetmark•Phoenix, AZ
395d•$75,000 - $85,000
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About The Position
The Transfer In Leader at AssetMark is a key role responsible for overseeing the Transfer In function, ensuring a seamless client experience from initiation to completion. This position involves leading a team of analysts and specialists, optimizing processes, and driving operational excellence in transfer functions. The leader will collaborate with the Transfer Out Leader to enhance synergies and create a Center of Excellence for Transfers, while also focusing on continuous improvement and adherence to regulatory policies.
