AssetMark · 2 hours ago
Platform Revenue Analyst
Charlotte, NC
Full-time
Hybrid
Mid Level
$60K/yr - $66K/yr
3+ years expAssetMark is a company shaping the future of financial services, seeking a Platform Revenue Analyst to manage all aspects of fee billing and revenue collection. The role involves overseeing billing processes, ensuring accuracy, and collaborating with various teams to enhance revenue analysis and operational efficiency.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments
Perform daily peer review/QC of billing maintenance requests
Perform daily billing transaction review and fee account set-up error review
Implement and review negotiated fee agreements
Continuously upgrade billing standard operating procedures
Work closely with other teams to deliver ad-hoc revenue analysis as needed
Process-improvement mindset – Proactively identifying gaps or challenges in a process that require change
Following through on a solution to a problem and engaging in implementation from beginning to end
Qualification
Required
Excellent Communication Skills - verbal, written, and interpersonal
Detail-oriented with advanced problem-solving skills
Takes ownership and drives tasks to completion with minimal supervision
Works well under pressure and manages multiple priorities and deadlines
Ability to work independently and as part of a team
Strong partnering abilities – able to work effectively with cross-functional teams across multiple physical locations
Strong PC skills and the ability to quickly master other related business systems
Outstanding Customer Focus – seeing the 'bigger' picture and the ability to always identify what is in the best interest of the client and the firm
Proactive in own growth and development, and key to the growth and development of the team
Preferred
Bachelor's Degree preferred
3+ Years of Financial Services or Billing Experience is preferred
Benefits
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
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