Financial Services New Business Case Manager

AssetMark is a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. They are seeking a New Business Case Manager to ensure new accounts are opened and funded quickly and accurately while providing consultative support to financial advisors. Responsibilities Own the full lifecycle of new account onboarding—from application review to transfer completion Triage and manage high volumes of cases with varying complexity in tight timeframes Prioritize competing tasks and make real-time judgment calls to keep business moving Reach out same-day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution Provide thoughtful, consultative support to help Advisors understand both immediate needs and long-term process improvements Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly Manage 5+ systems simultaneously while responding to client inquiries in real time Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity Adapt swiftly to evolving procedures and business needs without missing a beat Maintain a relentless focus on accuracy, turnaround time, and first-contact resolution Deliver high Advisor satisfaction by being fast, clear, and solution-oriented, even when juggling 10 things at once Skills Strong multitasking and time management in high-volume environments Clear, professional verbal and written communication Sharp attention to detail under pressure Ability to learn quickly and adapt to complex systems and processes Collaborative, coachable, and eager to improve Calm under pressure, with a solutions-first mindset Associate or Bachelor's degree 1–3 years in a high-volume, fast-paced customer service, case management, or financial services role 4+ years in a fast-paced case management or financial services operations role FINRA licenses a plus (SIE, Series 6 or 7, 65) Benefits Flex Time Off or Paid Time/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 Company Overview AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is