The candidate must be pursuing a degree in Business, Management, Finance, or a related field, or be a recent graduate, with a preferred minimum GPA of 3.0. They must have intermediate-advanced knowledge of Microsoft Office, the ability to quickly learn technology systems, excellent written and verbal communication skills, attention to detail, and the ability to self-direct and work independently while also being a team player. A positive, can-do attitude is desired.

The Transfer Team Intern at AssetMark is responsible for reviewing and researching business problems, collaborating with leaders and stakeholders, driving solution execution, identifying gaps and improvements, and effectively communicating progress and outcomes.

Banking & Finance

United States

Phoenix

Large

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.   

Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets.

With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Finance

AssetMark

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices

<ul><li>The Transfer Team focuses on creating a memorable and positive experience for clients transferring assets on and off platform, with a goal of working towards a touchless processing experience.</li></ul><p><strong style="background-color: transparent;">Objectives:</strong></p><ul><li>Gain work experience with business operations in a financial services related field</li><li>Learn best practices for improving internal processes and streamlining procedures</li><li>Gain insight into how to successfully collaborate within a dynamic organization</li></ul>

Currently Studying

Bachelors

Masters

The Transfer Team focuses on creating a memorable and positive experience for clients transferring assets on and off platform, with a goal of working towards a touchless processing experience.Objectives:Gain work experience with business operations in a financial services related fieldLearn best practices for improving internal processes and streamlining proceduresGain insight into how to successfully collaborate within a dynamic organization

Transfer Team Intern

AssetMark

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Education requirements

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