Senior New Business Team Leader

Job Description:

Are you energized by being part of a firm with rapid growth and opportunities? Are you able to lead with inspiration, tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an environment where precision and speed are equally important, and where your ability to solve complex problems under pressure directly impacts client satisfaction?

At AssetMark, we’re a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We’re passionate about empowering financial advisors with the tools, support, and service they need to succeed, and we’re growing fast. Our clients are #1 and our goal is to put the “serve” back into financial services!

Our New Business Team and New Business Case Managers (CM’s) play a critical role in our mission. Opening and funding client accounts is the lifeblood of our business, and a key milestone and moment of truth for a client who chooses to work with an AssetMark Advisor. Case managers must handle all new account cases with urgency, care and a great amount of attention to detail. They act as a liaison between AssetMark and the Advisor to ensure all new account and funding requirements are met with clarity and timeliness. Case managers must take full ownership of the onboarding experience and work across various teams, departments, and financial institutions to ensure they “get it right” for our clients.

What You’ll Be Doing:

The Senior New Business Team Leader will lead and develop up to 10 New Business Case Managers on the New Business Team. The ideal candidate is a master operator who can manage workflow, drive cross-functional collaboration, do effective performance-based coaching, continuously drive improvements and act independently. You will be responsible for key performance metrics such as accuracy, production, team engagement and Advisor loyalty scores. Additionally, you will play a critical role in shaping, training and developing a new group of case managers in our new Charlotte location. This will require you to lead by example, act independently and be an expert communicator with your team, peers and leaders.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Key Responsibilities:

• Create a positive, fun, engaging and rewarding team environment
• Lead day-to-day operations and ensure service level agreements are consistently met or exceeded

• Monitor team capacity, productivity, and volumes to optimize performance

• Support your team by ensuring they have the content, knowledge and resources to do their roles effectively

• Execute team training roadmap and individualized plans for team members

• Use process excellence to drive strategic process improvements and operational efficiencies (team leads are expected to complete Process Excellence Course Levels 1, 2 and Yellow Belt within 12-18 months)

• Champion advisor and client-centric service delivery

• Exhibit strong emotional connection and professional maturity in every interaction internally and externally

• Instill best-in-class case management skills and “total ownership” mindset within case managers

• Provide personalized mentoring and development for team

• Ensure compliance with regulatory requirements and maintain up-to-date SOPs

• Serve as a subject matter expert in account opening procedures, products, and workflow systems

• Resolve escalated or complex client issues with professionalism and urgency

• Collaborate cross-functionally with internal stakeholders to enhance service delivery and process alignment

• Communicate effectively across all levels of the organization, modeling AssetMark’s core values

This Role is for You If:

You are excited about developing others and seeing them reach their personal and professional goals You thrive under pressure and are naturally energized by a fast-paced, ever-changing environment. You’re a natural problem-solver who loves a challenge and doesn’t wait to be told what to do. You can prioritize and re-prioritize without dropping the ball and still meet your deadlines. You’re meticulous, but you move fast and get things done. You can switch context quickly without losing focus. You take extreme ownership of your work and care deeply about delivering high-quality results, fast. You’re not looking for a clock-in/clock-out job, you want to be trusted with real responsibility.

Preferred Qualifications:

• 4+ years in a fast-paced case management or financial services operations role
• 1-3 years of leadership exper