Implementation Manager, Firm Transitions & Advisor Succession
Phoenixhybridmanager$85K – $95K
Posted 2w ago · via Workday
About this role
Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. Position Summary The Implementation Manager – Firm Transitions & Advisor Succession is responsible for delivering a high-touch, white-glove experience for financial advisors transitioning within AssetMark or undergoing succession events on the platform. This role serves as the central project manager and coordination lead for broker-dealer changes, RIA launches, firm moves, and advisor succession events such as book acquisitions or internal advisor transfers.…
Read the full description on Asset Mark Financial Holdings's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
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4
Recency
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5
Location fit
This role is based in Phoenix. We weight your proximity and willingness to relocate.
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