Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We deliver investment, relationship, and practice management solutions that empower advisors to help clients achieve wealth, independence, and purpose. This role is part of AssetMark’s Integration Management Office (IMO), focused on Data Migration initiatives that support seamless integration of acquired businesses and platforms.

The Job/What You'll Do:
Your passion for technology, exceptional critical-thinking skills, and ability to think creatively on your feet will be a perfect fit for our Data Migration Business Systems Analyst position within the Integration Management Office. You will work on a wide array of data migration and integration projects, and your contributions will be recognized for delivering world-class results.

As a Data Migration Business Systems Analyst, you will participate in the full project lifecycle from conception through post-deployment, focusing on the migration, mapping, and validation of data between systems. You will present information regarding proposed solutions, detail business and functional requirements, assess project progress, and monitor the effectiveness of deployed initiatives. Key to this role is expertise in process mapping, data modeling, and process engineering. Your high energy, creativity, and drive for continual process improvement will position you to recommend streamlined processes that increase efficiency and data quality. Adaptability in an environment of changing priorities is essential for success.

You will use your organizational skills to conduct customer and process analysis, develop migration plans, requirements, and solutions. Demonstrated success in eliciting business requirements using interviews, document analysis, surveys, site visits, use cases, scenarios, business process, task, and workflow analysis is key. Writing business requirement documents and functional requirements is necessary. We seek individuals who want to help AssetMark grow and enhance their own professional growth along the way.

Responsibilities

• Serve as the liaison between IT, business stakeholders, and IMO leadership during analysis, requirements definition, and design activities for data migration and integration projects.
• Collaborate with business stakeholders to facilitate and document business requirements, use cases, and functional specifications for data migration.
• Provide strategic advice for business processes and data migration solutions.
• Gain a holistic understanding of a broad range of business processes, data sources, and related systems.
• Interact with and direct technical partners to develop solution alternatives for data migration.
• Communicate effectively both orally and in writing to management, team members, and business partners.
• Possess flexibility to accommodate interaction with offshore development teams.
• Analyze and solve complex business problems, determining suitable IT and data migration solutions.
• Apply broad business knowledge and practical experience to the analysis and solution generation process.
• Establish and maintain productive working relationships with departmental staff and internal business partners.
• Generate use cases and participate in user acceptance testing for migrated data and integrated systems.
• Communicate complex information clearly and concisely to technical and non-technical audiences.

Knowledge, Skills, and Abilities

• Exceptional written/oral communication and interpersonal skills.
• Proven experience creating business functional requirement documents and other BSA artifacts for data migration.
• Able to mine and analyze large data sets; strong analysis and problem-solving skills.
• Highly detail-oriented, meticulous, and self-directed.
• Proficient in MS Office Suite (Word, Excel, Visio, PowerPoint, and Outlook).
• Experience in the wealth management or financial services industry is a plus.
• Experience with Microsoft Access and data migration tools is a plus.

Education & Experience

• 5+ years’ experience working as a Business Systems Analyst on small to medium sized data migration or integration projects, or related professional experience.
• Degree in Computer Science, Information Technology, Finance, or a related field, or equivalent professional experience.

Compensation: The Base Salary range for this position is between $79,000-$87,000.  

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.