Performance analyst Jobs in Concord, CA

Platform Revenue Team Member

The Platform Revenue 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.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities

• Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
• Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments
• Perform daily peer review/QC of billing maintenance requests.
• Perform daily billing transaction review and fee account setup error review.
• Implement and review negotiated fee agreements
• Continuously upgrade billing standard operating procedures
• Work closely with other teams to deliver ad-hoc revenue analysis as needed
• Process-improvement mindset Proactively identifying gaps or challenges in a process that require change.
• Following through on a solution to a problem and engaging in implementation from beginning to end

Knowledge, Skills, and Abilities

• Excellent Communication Skills - verbal, written, and interpersonal
• Detail-oriented with advanced problem-solving skills
• Takes ownership and drives tasks to completion with minimal supervision
• Works well under pressure and manages multiple priorities and deadlines
• Ability to work independently and as part of a team
• Strong partnering abilities able to work effectively with cross-functional teams across multiple physical locations
• Strong PC skills and the ability to quickly master other related business systems
• Strong Microsoft Excel skills and experience using AI tools to improve efficiency, analyze data, and support business processes
• 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
• Proactive in own growth and development and key to the growth and development of the team

Education & Experience

• Bachelor's Degree preferred
• 3+ years of financial services or billing experience

Compensation

The Base Salary range for this position is between $68,000-$75,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your familybecause thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and 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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.