AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.

Consulting

Investment Management

AssetMark

AssetMark's headquarters in Concord, CA, United States

This department focuses on managing and nurturing relationships with clients to ensure satisfaction and retention.

Client Relationship Management

The Sales and Business Development team at AssetMark is dedicated to building and nurturing relationships with independent financial advisors to enhance their practice management and investment solutions. They actively seek new business opportunities, provide tailored support to advisors, and coordinate strategic initiatives that drive growth and enhance client engagement. This team plays a critical role in ensuring advisors can effectively serve their clients, ultimately helping them achieve financial independence.

Sales and Business Development

The Leadership Team at AssetMark plays a crucial role in guiding the company's strategic direction and ensuring the delivery of innovative investment and consulting solutions for independent financial advisors. Comprised of executives from various functional areas—including wealth management, marketing, finance, and operations—the team collaborates to align company goals with the needs of clients, enhance operational efficiency, and drive growth. Their collective expertise and vision are instrumental in fostering a culture of client success and advancing AssetMark's mission of empowering advisors to help clients achieve financial independence.

Leadership Team

This department focuses on identifying and securing new business opportunities to drive growth and expand market reach.

Business Development

The Marketing and Communications team at AssetMark is responsible for developing and executing strategic marketing initiatives that enhance brand visibility and engagement with independent financial advisors. This multidisciplinary team creates content, manages events, oversees digital marketing efforts, and ensures compliance, all aimed at effectively communicating the value of AssetMark's innovative investment solutions. By leveraging various channels, including social media and internal communications, the team fosters strong relationships with advisors, supporting them in their mission to help clients achieve financial independence.

Marketing and Communications

The Operations and Technology team at AssetMark is responsible for ensuring the efficient functioning of investment processes and the integration of technology solutions to support independent financial advisors. This team manages trade operations, compliance, and system support, while optimizing business processes and leveraging innovative technologies such as robotics and cloud solutions. Through collaboration and expert analysis, they enhance operational efficiency and contribute to delivering high-quality, client-centric services.

Operations and Technology

This department focuses on providing specialized support and services to financial advisors, enhancing their operational efficiency and client engagement.

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Other teams

Sales and Business Development

Leadership Team

Business Development

Marketing and Communications

Operations and Technology

Advisor Services