Vice President, RIA Service

AssetMark Financial Holdings•Charlotte, NC

1d•$160,000 - $190,000•Hybrid

About The Position

We are seeking a transformative and customer-centric leader to serve as Vice President, RIA Service. This role is pivotal to AssetMark’s strategy to double RIA assets over the next 3–5 years. With projected growth exceeding 25% annually and significant investment in this channel, this is a unique opportunity to shape the future of RIA service delivery , drive innovation, and elevate client impact. The ideal candidate will bring deep RIA experience , a bold vision for service excellence , and the ability to build trust across teams and clients. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Requirements

Minimum of 5–10 years leading service or operations teams in RIA
Proven success in developing and executing RIA service strategies.
Experience building high-performing teams and shaping organizational design.
Strong background in customer experience, change management, and talent development.

Responsibilities

Strategic Leadership · Develop and execute a comprehensive RIA Customer Experience strategy aligned with enterprise goals. · Break down silos and foster healthy debate to drive innovation and collaboration. · Shape organizational culture to support client success and operational excellence.
Team Development & Culture Building · Build and lead a high-performing, multi-generational team of client service specialists. · Inspire and motivate through a compelling vision and inclusive leadership. · Drive talent development, change leadership, and accountability across the team.
Client Engagement & Relationship Management · Champion a customer-centric mindset and deliver high promoter scores. · Serve as a trusted partner to RIA clients, creating deep and lasting relationships. · Collaborate with leaders across AssetMark to ensure a consistent and exceptional service experience.
Operational Excellence · Design and optimize team structure, roles, and workflows to balance cost and quality. · Influence across boundaries to align resources with strategic priorities. · Deliver outstanding results for both clients and employees.