AssetMark
The Sales Intelligence Analyst on the Sales Operations team transforms advisor conversations, sales interactions, market trends, and commercial data into actionable intelligence to improve sales performance and guide strategy. The role leverages AI tools, CRM systems, and industry research to identify trends, provide executive insights, and support cross‑functional decision making.
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.
AssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago