New Business Case Manager

About the Role

This is an opportunity to deliver a seamless new-account experience for AssetMark's financial advisors and their clients. As New Business Case Manager, you'll own new account opening and funding cases for advisors who use Fidelity, Pershing or Schwab, from the first paperwork review through completion.

You'll review paperwork, resolve outstanding items and coordinate with advisors, their staff, custodian partners and internal teams. You'll keep everyone updated at each step and reduce handoffs, rework and risk along the way.

What You'll Do

• Own new account opening and funding cases end to end, including transfers and cost basis, with clear follow-up at every stage.
• Review paperwork carefully to understand client intent, and clarify instructions or forms that are unclear, incomplete or not actionable.
• Resolve Not in Good Order (NIGO) items promptly, and explain the fastest path for advisors to complete outstanding requirements.
• Coordinate with advisors, custodian partners and internal teams, and give clear status updates, next steps and expectations.
• Meet service level, accuracy, productivity, contact quality and advisor satisfaction (NPS) targets.
• Recommend improvements that enhance the client experience, reduce risk and rework, and improve accuracy.

What You Bring

• 3–10 years in brokerage, banking or client service.
• Excellent written and verbal communication skills, with a client-first service mindset.
• Ability to interpret written or verbal instructions and clarify gaps or ambiguities.
• Strong attention to detail and the ability to manage time and priorities while meeting service levels.
• Strong PC skills, including Excel, Word and Teams.
• Flexibility and adaptability to changing business needs.

Nice to Have

• Knowledge of account opening and funding requirements at Fidelity, Pershing or Schwab.
• Experience with account transfers, cost basis or NIGO resolution.
• Series 6 or Series 7 license.

Education

• Bachelor's degree (preferred).

Role Details

• Location: Hyderabad, India
• Working hours: [e.g. 4:00 PM – 2:00 AM IST], with overlap with U.S. business hours as needed
• Experience: 3–10 years
• Team: [Partner Custodian Team / New Business], Hyderabad Technology Center

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family, because thriving at work starts with thriving in life.

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.