New Business Case Manager

Job Description:

Are you energized by being part of a firm with rapid growth and opportunities? Are you able to tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an environment where precision and speed are equally important, and where your ability to solve complex problems under pressure directly impacts client satisfaction?

At AssetMark, we’re a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We’re passionate about empowering financial advisors with the tools, support, and service they need to succeed, and we’re growing fast. Our clients are #1 and our goal is to put the “serve” back into financial services!

Our New Business Team plays a critical role in our mission, and we’re looking for Case Managers (CMs) who are ready to hit the ground running. This is not a routine or administrative processing job. It is a dynamic and fluid role that requires razor-sharp prioritization, superb communication, and unshakable ownership.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or Charlotte, NC locations.

What You’ll Be Doing:

As a New Business Case Manager (CM), you’ll be the front line for ensuring new accounts are opened and funded quickly, accurately, and with minimal friction. You’ll be juggling high volumes of incoming business, resolving time-sensitive issues, and working directly with Advisors to help them navigate complex requirements.

Key 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.

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.
• You’re not looking for a clock-in/clock-out job, you want to be trusted with real responsibility.

What You Bring:

Skills & Attributes:

• 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

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)

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.

We also 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

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

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 family—because 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.