AssetMark
The Platform Revenue team member manages all aspects of fee billing, including calculation, validation, reconciliation, and reporting for Financial Advisor Firms and Advisors. This full-time role processes quarterly and monthly billing cycles while overseeing third-party payment processes and maintaining billing standard operating procedures. The position requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams to drive process improvements.
Headquarters
Concord, California, United States
Company Size
501-1000 employees
Founded
1996
We empower financial advisors to create meaningful impact in the lives of their clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AssetMark.
Right around the average for this role
AssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago