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: The Base Salary range for this position is between $160,000-$190,000.

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.

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.