Associate Data Stewardship

About the role

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The company provides investment, relationship and practice management solutions that advisors use to help clients achieve wealth, independence and purpose. Its mission is to help its 10,500+ financial advisors make a meaningful difference in clients’ lives by combining powerful technology, holistic support, and expert consulting. AssetMark’s values are Heart, Client Success, Integrity, Respect, and Excellence, which shape its culture and guide decisions. The workplace emphasizes doing what’s right, embracing diverse ideas, and innovating together. AssetMark is seeking an Associate Data Steward to support data governance activities and ensure the quality, integrity, and security of organizational data. This entry‑level role involves learning organizational data governance policies, participating in training and awareness programs, supporting data quality monitoring and metadata management, working under senior team members to apply data governance standards, supporting data documentation, and understanding business processes and their data usage. Candidates must be able to accommodate a hybrid work schedule and be located near the Charlotte, NC office.

Responsibilities

• Learn and apply organizational data governance policies and participate in governance training.
• Assist with data quality monitoring, issue identification, and documentation of stewardship activities.
• Support data documentation and metadata management tasks.
• Participate in user training and contribute to team knowledge sharing activities.
• Complete governance tasks following established procedures and document activities for compliance and audit.
• Work collaboratively with other data teams and internal business to develop an understanding of business processes, data relationships, and data literacy.

Knowledge, Skills, Abilities

• Strong business and data analysis skills; ability to understand and document complex business processes.
• Advanced Microsoft Excel skills with ability to analyze datasets and problem‑solve.
• Willingness to learn data governance tools, technologies, and business processes.
• Experience writing queries with varying architecture in SQL and SQL Server 2008 R2.
• Strong attention to detail, communication, and organizational skills.
• Ability to work