Senior New Business Team Leader
AssetMarkCharlotte, North Carolina, United States
Posted December 4, 2025
85000 - 95000 USD year
Full Time
About the Company
AssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets.
Job Description
Join a fast-paced, high-impact team driving excellence in wealth management. Lead and develop up to 10 New Business Case Managers, and play a critical role in shaping, training and developing a new group of case managers.
Requirements
- 4+ years in a fast-paced case management or financial services operations role
- 1-3 years of leadership experience in a service and/or operations role
- Associate or bachelor's degree
- FINRA licenses (SIE, Series 6 or 7, 65) - not required, but preferred
Benefits
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule