Full-Time

Security Engineer 2

AssetMark

AssetMark

1,001-5,000 employees

Third-party asset management platform for advisors

Compensation Overview

$85k - $100k/yr

+ Variable incentive compensation + 401(k) 6% employer match

No H1B Sponsorship

Charlotte, NC, USA + 1 more

More locations: Atlanta, GA, USA

Hybrid

Hybrid work is required near the Atlanta or Charlotte office.

Bachelor's

Category
IT & Security (1)
Required Skills
PowerShell
Bash
Microsoft Azure
Python
LDAP
Threat modeling
Computer Networking
Infrastructure as Code (IaC)
Cybersecurity
Vulnerability Analysis
AWS
JIRA

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Requirements
  • Working knowledge and technical understanding of cloud service platforms such as Amazon Web Services and Azure.
  • General knowledge of networking, cybersecurity frameworks, constructs, and auditable standards.
  • Basic knowledge and experience with scripting and programming, including PowerShell, Bash, Python, and Infrastructure as Code.
  • Hands-on experience working with Security Information and Event Management, Cloud Security Posture Management, and Endpoint Detection and Response tools.
  • Three to seven years of experience in cybersecurity, information security, or information technology.
  • A Bachelor of Science degree in Cybersecurity, Computer Science, or an equivalent degree.
  • Experience working with Jira project management.
  • Experience working with Identity and Access Management solutions such as Active Directory, Entra ID, and Okta.
  • Hands-on experience with CrowdStrike Falcon, Check Point Harmony, and Microsoft Defender.
  • Experience building and securing Infrastructure as Code.
  • Candidates must be legally authorized to work in the United States.
  • Candidates must be able to accommodate a hybrid work schedule and be close to the Atlanta, Georgia, or Charlotte, North Carolina office.
Responsibilities
  • Assist in designing, enhancing, testing, and implementing security technologies used throughout the organization.
  • Provide technical support for information security technologies, including timely problem analysis and resolution.
  • Investigate and quickly resolve security incidents and recommend corrective actions related to incidents.
  • Implement, configure, and maintain Identity and Access Management infrastructure, including Active Directory, Entra ID, and Multifactor Authentication.
  • Perform scheduled and on-demand vulnerability assessments and develop mitigation strategies.
  • Perform threat modeling on key products and services by identifying threats and developing controls to prevent, detect, and respond.
  • Partner with engineering teams to integrate and automate security at every level of the software development lifecycle.
  • Provide security recommendations and solutions for infrastructure and applications in cloud environments.
  • Perform special projects as assigned while effectively managing time with competing priorities.
Desired Qualifications
  • Strong communication and collaborative skills.

AssetMark provides a comprehensive, third-party asset management platform that empowers independent financial advisors by offering investment solutions, advanced technology, and consulting services. Its products work as an integrated suite: a platform with investment options, technology tools for client onboarding and portfolio management, and advisory consulting that acts as an extension of the advisor’s team. This setup helps advisors deliver personalized guidance and run their practices more efficiently, with revenue generated from platform and service fees. Compared to competitors, AssetMark combines a broad investment lineup, advisor-centric support, and seamless technology integration to streamline wealth management rather than relying on standalone products. The company's goal is to help financial advisors grow their practices and better serve clients with tailored, efficient solutions.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

California

Founded

1996

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Simplify Jobs

Simplify's Take

What believers are saying

  • July 2026 TMS assets surpassed $10 billion, showing strong advisor adoption.
  • AssetMark's July 2026 direct indexing expansion lowers minimums and broadens passive choice.
  • June 9, 2026 research tied advisor growth to AssetMark consulting, referral systems, and hiring.

What critics are saying

  • May 15, 2026 breach exposed Social Security numbers for 570,000 individuals.
  • Edelson Lechtzin and class-action firms are investigating, extending reputational damage into 2027.
  • SEC's prior $18 million conflicts settlement signals recurring governance risk and existential trust erosion.

What makes AssetMark unique

  • AssetMark's UMA, Direct Indexing, and TMS create one tax-aware portfolio workflow.
  • AssetMark's 2026 Adhesion upgrades deepen RIA tooling, private markets access, and proposal automation.
  • Efficient Advisors' December 2025 acquisition expands AssetMark's RIA distribution and $3 billion assets.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Sick Leave

Paid Vacation

Hybrid Work Options

Health Savings Account/Flexible Spending Account

Volunteer Time Off

Professional Development Budget

Fitness Reimbursement

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

9%

2 year growth

9%
AssetMark
Jul 14th, 2026
AssetMark expands Direct Indexing program with new Index SMA strategies.

AssetMark expands Direct Indexing program with new Index SMA strategies. Expanded Direct Indexing program provides advisors with more passive investment choices, lower investment minimums and tax-aware portfolio management within unified managed accounts. July 14, 2026 Concord, CA - July 14, 2026 - AssetMark, Inc. a leading wealth management platform for independent financial advisors, today announced the expansion of its Direct Indexing program with new Index Separately Managed Account (SMA) strategies available through its Unified Managed Account (UMA) platform. The new strategies provide advisors with a flexible, cost-efficient way to implement equity market exposure within a unified portfolio framework. As client portfolios become more complex, financial advisors are seeking more efficient ways to deliver customized, tax-aware investment strategies at scale. AssetMark's expanded Direct Indexing program helps address this need by providing additional index options at more accessible investment minimums, allowing advisors to combine them with other active and passive investment strategies within the same custodial account. By bringing these strategies together in a unified account, advisors can personalize portfolios while streamlining management and implementation. "Advisors are looking for investment solutions that deliver greater flexibility and customization without adding complexity," said Michael Kim, Chief Executive Officer of AssetMark. "Expanding our Direct Indexing program reflects our commitment to continuously strengthening AssetMark's wealth management platform with greater investment choice, integrated technology and tax-aware capabilities that allow advisors to grow their practices while providing a high-quality, bespoke client experience." The enhanced program enables advisors to apply AssetMark's Tax Management Services (TMS) across eligible index and active SMA strategies within the same account. By embedding tax management directly into the investment process, advisors can leverage coordinated rebalancing, tax-smart optimization and personalized tax settings across the full portfolio, helping deliver more consistent tax-aware outcomes. "No two clients have the same financial goals, tax considerations or investment preferences, and their portfolios should reflect those differences," said David McNatt, Chief Wealth Solutions Officer at AssetMark. "Our Unified Managed Account platform gives advisors more flexibility to build holistic portfolios around each client's unique financial picture rather than managing investment strategies in silos." About AssetMark AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in assets across its platforms. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission.

GS Legal
Jun 16th, 2026
AssetMark, Inc. data breach investigation.

AssetMark, Inc. data breach investigation. AssetMark, Inc. ("AssetMark") is a leading wealth management platform serving over 10,000 financial advisers and 300,000 investor households. It recently experienced a data security incident impacting sensitive data belonging to 570,000 individuals. On May 15, 2026, AssetMark learned of an unauthorized party accessing and downloading certain files containing customer information. Personally Identifiable Information ("PII") was compromised during the data breach. The impacted PII includes, but is not limited to, names and social security numbers. If you receive a data breach notification letter from AssetMark or from your financial advisor about the AssetMark incident, you can contact Goldenberg Schneider, LPA for additional information about your legal rights by calling 513-982-1569, sending an email to [email protected] or completing the "Contact Us" form to the right. RSS feed. Contact Us. Fields marked with an * are required Phone type * Preferred method of contact *

National Today
Apr 18th, 2026
Assetmark Inc. Boosts Bread Financial Holdings Stake - Columbus Today

Assetmark Inc., an institutional investor, has increased its stake in Bread Financial Holdings, Inc. (NYSE: BFH) by 31.4% during the fourth quarter, according to a recent SEC filing. The firm now owns 149,546 shares of the credit card and payment solutions company, valued at $11.07 million.

National Today
Apr 18th, 2026
Assetmark boosts HCA Healthcare stake by 89% to $10M in Q4 2025

Assetmark Inc. has increased its stake in HCA Healthcare by 89.1% during the fourth quarter of 2025, adding 10,150 shares to bring its total holdings to 21,548 shares worth $10.06 million, according to an SEC filing submitted on 18 April 2026. The investment management firm's significantly expanded position in the Nashville-based hospital operator comes as HCA Healthcare's stock traded between $314.43 and $556.52 over the past 52 weeks, closing at $487.84 on the most recent trading day. HCA Healthcare operates one of the largest for-profit hospital networks in the United States, including acute care facilities, surgical centres and outpatient clinics. The increased institutional investment may signal broader confidence in the healthcare sector's growth prospects.

MarketBeat
Apr 18th, 2026
Assetmark Inc. Has $9.25 Million Position in Halozyme Therapeutics, Inc. $HALO

Assetmark Inc. increased its position in Halozyme Therapeutics, Inc. (NASDAQ:HALO - Free Report) by 11.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 137,415 shares of the biopharmaceutical company's st