New Business Case Manager

About the role

The New Business Team at AssetMark is seeking Case Managers (CMs) who are ready to hit the ground running. This is a dynamic and fluid role requiring razor-sharp prioritization, superb communication, and unshakable ownership.

Responsibilities

• Own the full lifecycle of new account onboarding—from application review to transfer completion.
• Triage and manage high volumes of cases with varying complexity in tight timeframes.
• Prioritize competing tasks and make real-time judgment calls to keep business moving.
• Reach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution.
• Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements.
• Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly.
• Manage 5+ systems simultaneously while responding to client inquiries in real time.
• Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity.
• Adapt swiftly to evolving procedures and business needs without missing a beat.
• Maintain a relentless focus on accuracy, turnaround time, and first-contact resolution.
• Deliver high Advisor satisfaction by being fast, clear, and solution-oriented, even when juggling 10 things at once.

Qualifications

This role is for you if you thrive under pressure and are naturally energized by a fast-paced, ever-changing environment; you’re a natural problem-solver who loves a challenge and doesn’t wait to be told what to do; you can prioritize and re-prioritize without dropping the ball and still meet your deadlines; you’re meticulous, but you move fast and get things done; you can switch context quickly without losing focus; you take extreme ownership of your work and care deeply about delivering high-quality results, fast; and you’re not looking for a clock-in/clock-out job, you want to be trusted with real responsibility.

Preferred Qualifications

• Entry-Level/Early Career: Associate or Bachelor’s degree, 1–3 years in a high-volume, fast-paced customer service, case management, or financial services role.
• Experienced Professionals: 4+ years in a fast-paced case management or financial services operations role, Associate or Bachelor’s degree, FINRA licenses a plus (SIE, Series 6 or 7, 65).

What You Bring

• Strong multitasking and time management in high-volume environments.
• Clear, professional verbal and written communication.
• Sharp attention to detail under pressure.
• Ability to learn quickly and adapt to complex systems and processes.
• Collaborative, coachable, and eager to improve.
• Calm under pressure, with a solutions-first mindset.

Why AssetMark?

We live by our values: Heart, Integrity, Respect, and Excellence. You’ll be part of a high-performing team that invests in your growth, challenges you daily, and rewards top performers with career advancement. If you're looking for a challenging yet highly rewarding role in the financial industry, this could be the opportunity you’ve been waiting for.

Location

Phoenix (hybrid in-office 3 days a week on T/W/Th)

Compensation

The total compensation for this role includes Base Salary plus a variable incentive compensation target (“VIC”), as detailed below. The Base Salary range for entry-early career candidates is $55,000-$65,000. The Base Salary range mid-advanced career candidates is $65,000-$70,000. 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. Additionally, this position is eligible for an annualized VIC of $3,500 (for entry-early career candidates) or $4,200 (for mid-advanced career candidates). The actual payment of the VIC is not guaranteed and will be based on performance to clearly stated goals and manager discretion.

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