sales consultant

case manager

business development consultant

sales coordinator

consultant

AssetMark

I was an Account Operations Specialist Contractor who had no experience in the field. My peer mentor was great but I was mislead that I was doing a really good job. I met with the Team Lead about 5 or 6 weeks after I started and found out I wasn't doing as good of a job that I was lead to believe. I wasn't given adequate time to put in place the things the manager and I spoke with in our meeting. I ended up getting a call from the staffing agency that placed me in the evening saying my contract was terminated. 

If you are in the finance field I would greatly recommend this company. The upper management is cool and it is a growing, budding company. If you are new to the industry of finance, I wouldn't necessarily recommend it. It is an overall good company to work for.

I worked at AssetMark in an operational support role within a structured, fast-paced environment. The company has unstable systems and inconsistent procedures. The work environment among the leadership is very toxic and abusive language is practiced among the supervisors. One upping new employees seems to be common in Asset Marks dog-eat-dog culture.

Expectations were communicated rigidly, and there was limited tolerance for questions, learning curves, or human error. Feedback often focused on shortcomings rather than development, which created a culture of pressure rather than support.

This role may be a fit for someone who thrives under strict oversight and obsessive performance pressure, but it was not an environment where I felt respected or encouraged to grow long-term.

Management didn't work very hard to build a team environment. This slowed production. there was really no continuity or communication between the teams, and as a result a lot of work was redundant. This lead to frustration and ultimately conflict and competitiveness through the teams. It became a very much us vs. them type environment. this could easily be rectified with some input from the executive committee. 

there were also communication gaps and an unwillingness to share knowledge at times. Key personnel would be brought in to fix an issue, then when they discovered the issue no one would acknowledge it and it would be ignored.

I don't believe there's anything else to add

The company I joined is not the company it is today. After the private equity acquisition, there has been nonstop restructuring, leadership turnover, unclear priorities, and pressure to deliver without the support needed to succeed. The people remain the best part, but the culture has been heavily impacted. Roles are frequently changed or redefined with little guidance, and expectations are often unrealistic. It’s difficult to thrive when the ground keeps shifting under you.

What is the best part of working at the company?
N/A it was constant pressure to fix advisor errors and oversee India processors that were hired for cheaper labor costs.
And if you processed all the cases in your Que you were expected to help other processors that lagged behind 
There was little training and so much stress 

What is the most stressful part about working at the company?
Processing your Que and then fixing the overseas processing errors 


What is the work environment and culture like at the company?
Stress and anxiety to process others ques 

What is a typical day like for you at the company?
Stressful 
Their systems were convoluted and my supervisor told me it would get worse 
I do not recommend

If you are applying for a marketing position with AssetMark, I strongly suggest you think it through long and hard. At face value, it seems like a fine place to work. Don't let it fool you. The marketing leadership is narrow-minded, overly controlling and de-motivating and they will do anything to preserve their position in the company. If you like ambiguity, being thrown under the bus and downright cutthroat behavior, AssetMark is definitely the place for you

Work can be challenging especially when there are many different systems. Normal working days are fine but when you have overtime, you will need to get approval and they would ask you why you have OT and will caution you why you did not voice your concern earlier. Just like any other company, higher ups have their own little circle of trust and they will only provide you with benefit unless you are part of so call favorites. Most of the lower level people worked hard and are genuinely friendly. But the management is a whole another story, having 2 faces would be understatement. They do provide perks here and there to keep people engaged.

Highly Stressful, lack of support.  Benefits and salary are lacking given the sacrifice expected and stress endured.  A typical day consists of putting out multiple fires and following poorly designed process.  I barely had time to take a lunch each day and when I would, work would pile up and overtime was almost always needed.  Some coworkers are so inept that it is a wonder how the company can operate. There are some really great people, but there are a lot of glass ceilings, so you never work with the great people that long. Extremely high turnover. Other groups within the company seem better.

I was a New Business Case Manager. What a wierd place.  There was not a training department. You watched someone do it and then you were supposed to be able to understand and do it. Then it just got faster and faster.  The managers would try to make everyone work harder and longer and faster and more.  But, if you are young you can works lots of overtime and they like to have fun if the work can ever get done. It's not the worst place.

For the most part I enjoyed my time with AssetMark.  However it is very easy to see the management had favorites among the teams.  AssetMark has one of the worse training (on the job training) programs I've been a part of.
The culture as a whole was great.  The associates really seem to like each other, and the management seem to be looking out for the customer's best interest, however they were not really receptive with new ideas or feedback.

Top Job Titles	Average Salary
Sales consultant 5 salaries reported	$63,750 per year
Case manager 5 salaries reported	$58,000 per year
Business development consultant 6 salaries reported	$81,250 per year
Sales coordinator 5 salaries reported	$47,500 per year
Consultant 1 salary reported	$81,250 per year

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