Platform Revenue Analyst

Job Title : Platform Revenue Team Member

The Platform Revenue team manages all aspects of fee billing, including fee calculation, validation, debiting / crediting, reconciliation, reporting, maintenance, and facilitating fee payments to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles each year.

This is a full-time position in our Charlotte, NC 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 set-up 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 :

Education & Experience :

Compensation : The Base Salary range for this position is between $60,000-$66,000. 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 :

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

Our Culture & Benefits :

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