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.

The Job/What You’ll Do:

AssetMark is seeking a Senior Data Steward to lead and advance data governance and stewardship initiatives across the organization. In this hands-on role, you will establish deep expertise in specific data domains, facilitate data governance council meetings, and develop standard operating procedures to ensure consistent stewardship. You will partner with business, product, and engineering stakeholders to implement data quality controls, maintain comprehensive documentation, and drive process improvements that enhance data stewardship efficiency.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Responsibilities:

• Establish and maintain expertise in assigned data domains, acting as a subject matter expert for data governance and stewardship.
• Facilitate data governance council meetings and collaborate with stakeholders to develop and implement data standards and policies.
• Develop and maintain standard operating procedures for data stewardship, ensuring consistency and compliance.
• Implement and monitor data quality controls, establish automated processes, and maintain metadata repositories.
• Lead data quality improvement initiatives, achieving measurable improvements in data integrity and usability.
• Provide training and guidance to junior stewards and business users, developing best practices and supporting user adoption.
• Manage domain-specific governance projects, coordinate with stakeholders, and implement process improvements.
• Partner with data owners and business stakeholders to resolve complex data quality issues and translate governance requirements into business-friendly processes.

Knowledge, Skills, Abilities:

• Deep understanding of data governance frameworks, data quality management, and metadata management.
• Experience implementing automated data quality controls and maintaining comprehensive documentation.
• Strong leadership and facilitation skills, with the ability to guide teams and influence stakeholders.
• Excellent communication (oral and written), problem-solving, and project management skills.
• Ability to translate technical governance requirements into practical business processes.
• Proficiency with data governance tools and technologies.
• Demonstrated expertise in SQL for complex data querying.

Education & Experience:

• Bachelor’s degree in a relevant field (e.g., Business, Data Science, Computer Science) or equivalent experience.
• 5+ years of experience in data stewardship, data governance, or related roles.
• Demonstrated experience leading data governance initiatives and managing cross-functional projects.
• 3+ years of relevant business experience working in the financial services industry is a plus.

Compensation: The Base Salary range for this position is between $105,000-$125,000.

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. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-hybrid

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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.