Full-Time

Director of Data Mapping

Posted on 12/6/2024

AssetMark

AssetMark

501-1,000 employees

Third-party asset management platform for advisors

Compensation Overview

$180k - $200kAnnually

+ Variable Incentive Compensation

Senior, Expert

No H1B Sponsorship

Concord, CA, USA + 1 more

More locations: Phoenix, AZ, USA

Hybrid work schedule; candidates must be close to one of the following offices: Concord, CA or Phoenix, AZ.

Category
Data Management
Data Analysis
Data & Analytics
Required Skills
Talend
Agile
Python
SAS
SQL
Risk Management
Data Analysis
Requirements
  • Ability to work collaboratively with team members in a fast-paced environment and can effectively prioritize, manage, and identify risk
  • Ability to collect, analyze, interpret, report and communicate data quickly and effectively
  • Expertise with data analysis/querying software like Python, SAS, or SQL
  • Knowledge of programming languages, tools, and methodologies for data management
  • Knowledge of the capabilities of data quality, such as profiling, rules generation, validation, outlier detection, monitoring, alerting & notification, and stewardship workflow for data remediation
  • Practical experience using data quality products including PowerBI, Talend, Abinitio, IBM InfoSphere, and Informatica
  • Experience creating data quality standards, guidelines, and best practices and applying them into governance practices
  • Demonstrated understanding of business rules, data linkages, and overall data models
  • Strong analytical abilities with the capacity to gather, arrange, organize, and communicate a substantial amount of information with accuracy and attention to detail
  • Prior leadership experience with increasing levels of responsibility
  • Expertise in data and analytics
  • Ability to clearly convey ideas, designs, and concepts and to modify communication according to the audience
  • Ability to make a compelling argument for change by combining storytelling, data visualization, and data management expertise.
  • Superior written and verbal communication and active listening skills
  • Ability to identify and analyze data and business problems of moderate complexity on their own
  • Ability to manage risks, pinpoint problems, find solutions, and escalate problems as required
  • Created and maintained data-related documentation for complex business with multiple legacy systems
Responsibilities
  • Single point of contact for enterprise data mapping including ownership and stewardship of data quality acceptance standards such as data sources, accuracy, timeliness, validity, completeness, utilization, and availability of data
  • Create documentation, curriculum, job aids, and training materials to use with agile and development teams for data mapping, sign-off/approvals, and to emphasize the significance of data quality at every phase of our development life cycle
  • Undertake complicated data profiling and data quality analysis and convey results clearly to help business understanding of problems and effects
  • Participate in and influence the development of a data quality roadmap that optimizes people, processes, and technology to raise our data quality maturity level
  • Support the development of the roles and duties of our data stewards and business owners
  • Assure that information and data are handled in line with accepted laws, rules, and policies
  • Assist with the establishment, upkeep, and control of taxonomies, ensuring they are applicable to content and/or data
  • Encourage the application of metadata standards by supporting awareness and training for agile teams
  • Create data transformation rules, data lineage documentation, and metadata documentation for important programs and initiatives
  • Create a model for reference data management
  • Collaborate with other departments, divisions, or projects to achieve shared goals
  • Ensure that data quality requirements are routinely satisfied and represented in KPIs by influencing the delivery of numerous execution/agile teams
Desired Qualifications
  • 5-10 years’ experience in Enterprise Data Management
  • Bachelor’s degree
  • 5+ years of relevant analytics or data management expertise

AssetMark provides a third-party asset management platform that supports independent financial advisors in managing wealth and investment options. The platform offers a variety of investment solutions, advanced technology, and consulting services that help advisors improve their client interactions and streamline their business operations. By acting as an extension of the advisor's team, AssetMark allows financial advisors to offer customized guidance to their clients. Unlike many competitors, AssetMark focuses on personalized support and comprehensive resources tailored specifically for financial advisors. The company's goal is to empower these advisors to grow their practices and effectively serve their clients.

Company Size

501-1,000

Company Stage

IPO

Headquarters

California

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration enhances scalability and client outcomes for AssetMark.
  • Acquisition of Morningstar's TAMP assets adds $12 billion to AssetMark's platform.
  • Erin Wood's appointment strengthens AssetMark's advanced planning services.

What critics are saying

  • Increased competition from AI-driven platforms may challenge AssetMark's market position.
  • Integration of Morningstar's TAMP assets may disrupt service delivery if not managed well.
  • Strategic shifts may require significant resource allocation, impacting current operations.

What makes AssetMark unique

  • AssetMark integrates AI to enhance portfolio construction and client engagement.
  • The company offers comprehensive financial planning beyond traditional investment management.
  • AssetMark's strategic acquisitions expand its investment solutions and advisor network.

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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

Company News

ETF Daily News
Mar 6th, 2025
Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH) Shares Sold by Oppenheimer & Co. Inc.

Assetmark Inc. acquired a new stake in Invesco S&P 500 Equal Weight Health Care ETF in the 3rd quarter valued at about $35,000.

ETF Daily News
Mar 4th, 2025
Amalgamated Bank Cuts Stock Holdings in Franklin Resources, Inc. (NYSE:BEN)

Assetmark Inc. purchased a new stake in Franklin Resources in the 3rd quarter valued at about $46,000.

MarketBeat
Feb 28th, 2025
Phocas Financial Corp. Lowers Stock Holdings in La-Z-Boy Incorporated (NYSE:LZB)

Assetmark Inc. purchased a new stake in La-Z-Boy in the third quarter valued at approximately $30,000.

GlobeNewswire
Dec 10th, 2024
Assetmark Appoints Erin Wood As Senior Vice President Of Advanced Planning

CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum. Wood joins AssetMark with over two decades of experience leading financial planning teams and building innovative solutions across a range of disciplines, including trust and estate, tax planning, insurance, and retirement services. She previously held senior leadership positions at the Carson Group and First National Bank of Omaha, where she developed and scaled advanced planning capabilities and helped advisors deliver those services to clients. "Erin brings unparalleled expertise and a deep commitment to empowering advisors to succeed in an increasingly complex financial planning landscape that extends beyond traditional investment management to include advanced planning strategies," said David McNatt, EVP, Investment Solutions at AssetMark

ETF Daily News
Dec 3rd, 2024
Townsquare Capital LLC Lowers Stock Holdings in Rentokil Initial plc (NYSE:RTO)

Assetmark Inc. acquired a new stake in Rentokil Initial in the third quarter valued at about $36,000.

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