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