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 Data Analyst, Client Success at AssetMark

Data Analyst, Client Success

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AssetMark

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Posted on: 
May 26, 2023
Status: 
Expired
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Summary of the Data Analyst, Client Success job at AssetMark

AssetMark is hiring a Data Analyst, Client Success with 0 - 3 years of experience. Based in United States - Chicago, IL and with In-office ways of working. The expected salary range for this role is $70,000 - $90,000
About AssetMark

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.

Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets.

With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Data Analyst, Client Success job description

AssetMark is seeking a Business Intelligence Analyst for the Marketing team. In this hands-on role, this person will be responsible for partnering with various departments and business units to implement data solutions that will provide robust insights to the business. This includes creating processes for receiving and transferring data to and from various business partner systems, transforming and combining data from various sources, designing schemas for the data, developing critical metrics, and delivering reporting solutions. This individual must be capable of interfacing with all levels of the organization to achieve success.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to any one of our office locations in either Chicago, IL, Phoenix, AZ, or Concord, CA.

Responsibilities:

  • Partner with Finance, Sales, Commercial, Investments, IT and other business functions to develop data solutions while ensuring alignment to AssetMark’s business strategy and overall data strategies
  • Analyze business need, develop metrics, as well as design and develop reporting solutions to make the metrics available to business users
  • Analyze data to identify and implement new data and reporting solutions that provide meaningful insight to improve the effectiveness of business areas
  • Will design, develop, and maintain production database systems, tools, and applications leveraging the Microsoft SQL Server platform
  • Design and develop processes to extract data received from various internal and external sources, transform them into meaningful data elements relevant to the business, combine various data elements, and load them into various types of database schemas
  • Manage the production support for data-related processes to ensure business continuity, performance, and integrity of reports, dashboards, and other business visible data solutions
  • Work collaboratively with IT teams, internal business partners, and external vendors to identify, understand, implement and support new business capabilities around business intelligence
Data Analyst, Client Success job requirements

Knowledge, Skills, and Abilities:

  • Must have strong business and data analysis skills and be able to understand complex business processes to develop meaningful and insightful data-rich solutions that do not rely on infrastructure-heavy technology platforms
  • Must possess excellent communication (oral and written) and problem-solving skills
  • Must be self-motivated, detail-oriented and able to multi-task
  • Must be comfortable in a fast-paced, demanding, and dynamic work environment
  • Passion to analyze data to find insightful information to improve the business

Education & Experience:

  • Extensive experience with SQL, SQL Server 2008 R2
  • At least 1-3 years of relevant business intelligence experience working in the financial services, energy, marketing, advertising, mobile gaming, healthcare, biotech, retail, consumer goods, software, hardware, or related industries
  • Must have at least 1-3 years of experience manipulating large datasets and the ability to analyze data to develop various technology solutions
  • Must have experience working with various types of ETL software directly or indirectly related to business intelligence solutions. Must be familiar with visualization and reporting solutions (e.g. Tableau, Birst, MicroStrategy, Qlikview, PowerBI)
What we offer at AssetMark

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • 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

Please mention “I found this job at DataAnalyst.com!” in your application, it will help us offer you more opportunities

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What about the salary?

Average data analyst salary in the Financial industry is $109,458.
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AssetMark

AssetMark

is hiring

Data Analyst, Client Success

Website:
Posted on: 
June 13, 2024

About Our Company

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.

Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets.

With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Job Description & Responsibilities

AssetMark is seeking a Business Intelligence Analyst for the Marketing team. In this hands-on role, this person will be responsible for partnering with various departments and business units to implement data solutions that will provide robust insights to the business. This includes creating processes for receiving and transferring data to and from various business partner systems, transforming and combining data from various sources, designing schemas for the data, developing critical metrics, and delivering reporting solutions. This individual must be capable of interfacing with all levels of the organization to achieve success.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to any one of our office locations in either Chicago, IL, Phoenix, AZ, or Concord, CA.

Responsibilities:

  • Partner with Finance, Sales, Commercial, Investments, IT and other business functions to develop data solutions while ensuring alignment to AssetMark’s business strategy and overall data strategies
  • Analyze business need, develop metrics, as well as design and develop reporting solutions to make the metrics available to business users
  • Analyze data to identify and implement new data and reporting solutions that provide meaningful insight to improve the effectiveness of business areas
  • Will design, develop, and maintain production database systems, tools, and applications leveraging the Microsoft SQL Server platform
  • Design and develop processes to extract data received from various internal and external sources, transform them into meaningful data elements relevant to the business, combine various data elements, and load them into various types of database schemas
  • Manage the production support for data-related processes to ensure business continuity, performance, and integrity of reports, dashboards, and other business visible data solutions
  • Work collaboratively with IT teams, internal business partners, and external vendors to identify, understand, implement and support new business capabilities around business intelligence

Requirements

Knowledge, Skills, and Abilities:

  • Must have strong business and data analysis skills and be able to understand complex business processes to develop meaningful and insightful data-rich solutions that do not rely on infrastructure-heavy technology platforms
  • Must possess excellent communication (oral and written) and problem-solving skills
  • Must be self-motivated, detail-oriented and able to multi-task
  • Must be comfortable in a fast-paced, demanding, and dynamic work environment
  • Passion to analyze data to find insightful information to improve the business

Education & Experience:

  • Extensive experience with SQL, SQL Server 2008 R2
  • At least 1-3 years of relevant business intelligence experience working in the financial services, energy, marketing, advertising, mobile gaming, healthcare, biotech, retail, consumer goods, software, hardware, or related industries
  • Must have at least 1-3 years of experience manipulating large datasets and the ability to analyze data to develop various technology solutions
  • Must have experience working with various types of ETL software directly or indirectly related to business intelligence solutions. Must be familiar with visualization and reporting solutions (e.g. Tableau, Birst, MicroStrategy, Qlikview, PowerBI)

What we offer

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • 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
Apply now

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