AssetMark · 1 day ago
Senior New Business Team Leader
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $95K/yr
4+ years expAssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. They are seeking a Senior New Business Team Leader to lead and develop the New Business Case Managers, ensuring high performance and exceptional service delivery. This role involves managing workflows, driving cross-functional collaboration, and mentoring team members to achieve key performance metrics.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Create a positive, fun, engaging and rewarding team environment
Lead day-to-day operations and ensure service level agreements are consistently met or exceeded
Monitor team capacity, productivity, and volumes to optimize performance
Support your team by ensuring they have the content, knowledge and resources to do their roles effectively
Execute team training roadmap and individualized plans for team members
Use process excellence to drive strategic process improvements and operational efficiencies (team leads are expected to complete Process Excellence Course Levels 1, 2 and Yellow Belt within 12-18 months)
Champion advisor and client-centric service delivery
Exhibit strong emotional connection and professional maturity in every interaction internally and externally
Instill best-in-class case management skills and “total ownership” mindset within case managers
Provide personalized mentoring and development for team
Ensure compliance with regulatory requirements and maintain up-to-date SOPs
Serve as a subject matter expert in account opening procedures, products, and workflow systems
Resolve escalated or complex client issues with professionalism and urgency
Collaborate cross-functionally with internal stakeholders to enhance service delivery and process alignment
Communicate effectively across all levels of the organization, modeling AssetMark’s core values
Qualification
Required
Ability to lead with inspiration
Ability to tackle complex and challenging cases
Ability to prioritize effectively
Ability to execute independently
Ability to solve complex problems under pressure
Strong emotional connection and professional maturity in every interaction
Ability to instill best-in-class case management skills and 'total ownership' mindset within case managers
Ability to provide personalized mentoring and development for team
Ability to ensure compliance with regulatory requirements and maintain up-to-date SOPs
Ability to serve as a subject matter expert in account opening procedures, products, and workflow systems
Ability to resolve escalated or complex client issues with professionalism and urgency
Ability to collaborate cross-functionally with internal stakeholders to enhance service delivery and process alignment
Ability to communicate effectively across all levels of the organization
Ability to create a positive, fun, engaging and rewarding team environment
Ability to monitor team capacity, productivity, and volumes to optimize performance
Ability to support your team by ensuring they have the content, knowledge and resources to do their roles effectively
Ability to execute team training roadmap and individualized plans for team members
Ability to champion advisor and client-centric service delivery
Ability to lead day-to-day operations and ensure service level agreements are consistently met or exceeded
Preferred
4+ years in a fast-paced case management or financial services operations role
1-3 years of leadership experience in a service and/or operations role
Associate or bachelor's degree
FINRA licenses (SIE, Series 6 or 7, 65) - not required, but preferred
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase