Transfer Specialist
AssetMark
About this role
The Transfer Specialist ensures accurate, efficient, and timely execution of incoming and outgoing securities transfers at AssetMark Trust Company. The role focuses on managing complex transfer issues, resolving items not in good order, collaborating with contra firms and internal teams, and driving process improvements to maintain high operational standards. This position supports client-focused service delivery and offers a clear path for advancement through higher-level specialist roles.
Skills
Qualifications
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
Recent company news
City of Charlotte (.gov)AssetMark Financial Holdings Picks Charlotte for East Coast Hub
Jul 8, 2025
InvestmentNewsAssetMark to acquire Efficient Advisors, adding $3B in RIA assets
Oct 31, 2025
National TodayAssetmark Inc. Increases Stake in Amazon.com
6 days ago
GlobeNewswireAssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago
Business WireAssetMark Expands National RIA Footprint with Acquisition of Efficient Advisors, LLC
Oct 31, 2025
About AssetMark
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for AssetMark.
Salary
$55k – $60k
per year
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