AssetMark
Job Description
We are seeking a transformative and customer‑centric leader to serve as Vice President, RIA Service. This role is pivotal to AssetMark’s strategy to double RIA assets over the next 3–5 years. With projected growth exceeding 25% annually and significant investment in this channel, this is a unique opportunity to shape the future of RIA service delivery, drive innovation, and elevate client impact. The ideal candidate will bring deep RIA experience, a bold vision for service excellence, and the ability to build trust across teams and clients.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Responsibilities Strategic Leadership
Develop and execute a comprehensive RIA Customer Experience strategy aligned with enterprise goals.
Break down silos and foster healthy debate to drive innovation and collaboration.
Shape organizational culture to support client success and operational excellence.
Team Development & Culture Building
Build and lead a high‑performing, multi‑generational team of client service specialists.
Inspire and motivate through a compelling vision and inclusive leadership.
Drive talent development, change leadership, and accountability across the team.
Client Engagement & Relationship Management
Champion a customer‑centric mindset and deliver high promoter scores.
Serve as a trusted partner to RIA clients, creating deep and lasting relationships.
Collaborate with leaders across AssetMark to ensure a consistent and exceptional service experience.
Operational Excellence
Design and optimize team structure, roles, and workflows to balance cost and quality.
Influence across boundaries to align resources with strategic priorities.
Deliver outstanding results for both clients and employees.
Knowledge, Skills, and Abilities Leadership Talents
Visionary and transformative leader with a strategic mindset.
Builds trust through integrity, emotional intelligence, and resilience.
Motivational and inspirational communicator with clarity and authenticity.
Behavioral Traits
Bold thinker with an enterprise mindset.
Authentic collaborator and inclusive leader.
Passionate about client success and continuous improvement.
Cultural Fit
Leads with integrity, excellence, and respect.
Demonstrates AssetMark’s values in all interactions.
Obsessed with making clients successful and creating a positive impact.
Education & Experience
Minimum of 5–10 years leading service or operations teams in RIA.
Proven success in developing and executing RIA service strategies.
Experience building high‑performing teams and shaping organizational design.
Strong background in customer experience, change management, and talent development.
Compensation Base Salary: $160,000 – $190,000. This position is eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US. We are unable to provide visa sponsorship for this position.
Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role elements of Personally Identifiable Information in order to comply with governmental requirements.
Who We Are & What We Offer AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
Benefits
Flex Time Off or Paid Time/Sick Time Off
401(K) – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Seniority Level
Executive
Employment Type
Full‑time
Job Function
Business Development and Sales
Referrals increase your chances of interviewing at AssetMark by 2x.
#J-18808-Ljbffr
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Responsibilities Strategic Leadership
Develop and execute a comprehensive RIA Customer Experience strategy aligned with enterprise goals.
Break down silos and foster healthy debate to drive innovation and collaboration.
Shape organizational culture to support client success and operational excellence.
Team Development & Culture Building
Build and lead a high‑performing, multi‑generational team of client service specialists.
Inspire and motivate through a compelling vision and inclusive leadership.
Drive talent development, change leadership, and accountability across the team.
Client Engagement & Relationship Management
Champion a customer‑centric mindset and deliver high promoter scores.
Serve as a trusted partner to RIA clients, creating deep and lasting relationships.
Collaborate with leaders across AssetMark to ensure a consistent and exceptional service experience.
Operational Excellence
Design and optimize team structure, roles, and workflows to balance cost and quality.
Influence across boundaries to align resources with strategic priorities.
Deliver outstanding results for both clients and employees.
Knowledge, Skills, and Abilities Leadership Talents
Visionary and transformative leader with a strategic mindset.
Builds trust through integrity, emotional intelligence, and resilience.
Motivational and inspirational communicator with clarity and authenticity.
Behavioral Traits
Bold thinker with an enterprise mindset.
Authentic collaborator and inclusive leader.
Passionate about client success and continuous improvement.
Cultural Fit
Leads with integrity, excellence, and respect.
Demonstrates AssetMark’s values in all interactions.
Obsessed with making clients successful and creating a positive impact.
Education & Experience
Minimum of 5–10 years leading service or operations teams in RIA.
Proven success in developing and executing RIA service strategies.
Experience building high‑performing teams and shaping organizational design.
Strong background in customer experience, change management, and talent development.
Compensation Base Salary: $160,000 – $190,000. This position is eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US. We are unable to provide visa sponsorship for this position.
Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role elements of Personally Identifiable Information in order to comply with governmental requirements.
Who We Are & What We Offer AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
Benefits
Flex Time Off or Paid Time/Sick Time Off
401(K) – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Seniority Level
Executive
Employment Type
Full‑time
Job Function
Business Development and Sales
Referrals increase your chances of interviewing at AssetMark by 2x.
#J-18808-Ljbffr