Senior Investment Specialist, AssetMark Investment Solutions
AssetMark(14 days ago)
About this role
Assetmark Wealth Services is seeking an Investment Specialist to support private markets strategies on their investment platform. The role involves working closely with financial advisors, advancing platform adoption, and representing the company's thought leadership in private assets.
Required Skills
- PrivateMarkets
- InvestmentStrategies
- PortfolioConstruction
- ClientRelationships
- FinancialAdvisors
- CRM
- PrivateCredit
- PrivateRealEstate
- PrivateEquity
- PublicMarkets
Qualifications
- BS in Finance or Economics
- Series 65 Active License
- CFA or CAIA Certification (preferred)
- 5+ years in private markets distribution
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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