New Business Case Manager

Job Description Are you energized by being part of a firm with rapid growth and opportunities? Are you able to 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? What You’ll Be Doing As a New Business Case Manager (CM), you’ll be the front line for ensuring new accounts are opened and funded quickly, accurately, and with minimal friction. You’ll be juggling high volumes of incoming business, resolving time‑sensitive issues, and working directly with Advisors to help them navigate complex requirements. Key Responsibilities Own the full lifecycle of new account onboarding—from application review to transfer completion. Triage and manage high volumes of cases with varying complexity in tight timeframes. Prioritize competing tasks and make real‑time judgment calls to keep business moving. Reach out same‑day to Advisors when issues arise (e.g., Not In Good Order (NIGOs)) and proactively guide them toward resolution. Provide thoughtful, consultative support to help Advisors understand both immediate needs and long‑term process improvements. Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly. Manage 5+ systems simultaneously while responding to client inquiries in real time. Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity. Adapt swiftly to evolving procedures and business needs without missing a beat. Maintain a relentless focus on accuracy, turnaround time, and first‑contact resolution. Deliver high Advisor satisfaction by being fast, clear, and solution‑oriented, even when juggling 10 things at once. This Role is for You If 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. Skills & Attributes Strong multitasking and time management in high‑volume environments. Clear, professional verbal and written communication. Sharp attention to detail under pressure. Ability to learn quickly and adapt to complex systems and processes. Collaborative, coachable, and eager to improve. Calm under pressure, with a solutions‑first mindset. Preferred Qualifications Entry‑Level / Early Career Associate or Bachelor’s degree. 1–3 years in a high‑volume, fast‑paced customer service, case management, or financial services role. Experienced Professionals 4+ years in a fast‑paced case management or financial services operations role. Associate or Bachelor’s degree. FINRA licenses a plus (SIE, Series 6 or 7, 65). Location Phoenix, AZ – hybrid in‑office 3 days a week (T/W/Th). Eligible candidates must be able to accommodate a hybrid work schedule and be close to the Phoenix or Charlotte, NC locations. Compensation The total compensation for this role includes a base salary plus a variable incentive compensation target (“VIC”). Base salary for entry‑early career candidates: $55,000–$65,000. Base salary for mid‑advanced career candidates: $65,000–$70,000. Annualized VIC: $3,500 for entry‑early career; $4,200 for mid‑advanced (not guaranteed; based on performance). Benefits Flex Time Off or Paid Time/Sick Time Off. 401(k) – 6% employer match. Medical, Dental, Vision – HDHP or PPO. HSA – employer contribution (HDHP only). Volunteer Time Off. Career Development / Recognition. Fitness Reimbursement. Hybrid Work Schedule. Eligibility Candidates must be legally authorized to work in the U.S. to be considered. AssetMark is unable to provide visa sponsorship for this position. Equal Opportunity Employer As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. #J-18808-Ljbffr AssetMark