Platform Revenue Analyst

Job Description

Job Description:

The Job/What You'll Do:
The Platform Revenue team manages all aspects of fee billing, including fee calculation, fee validation, fee debiting/crediting, fee reconciliation, fee reporting, fee maintenance, and facilitation of fee payment to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages 4 quarterly cycles and 12 monthly billing cycles on an annual basis. This is a full-time position in our Concord, CA office with a hybrid work schedule.

• Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within Asset Mark, Inc
• Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments
• Perform daily peer review/QC of billing maintenance requests.
• Perform daily billing transaction review and fee account setup error review.
• Implement and review negotiated fee agreements
• Continuously upgrade billing standard operating procedures
• Work closely with other teams to deliver ad-hoc revenue analysis as needed
• Process-improvement mindset – Proactively identifying gaps or challenges in a process that require change.
• Following through on a solution to a problem and engaging in implementation from beginning to end

• Excellent Communication Skills - verbal, written, and interpersonal
• Detail-oriented with advanced problem-solving skills
• Takes ownership and drives tasks to completion with minimal supervision
• Works well under pressure and manages multiple priorities and deadlines
• Ability to work independently and as part of a team
• Strong partnering abilities – able to work effectively with cross-functional teams across multiple physical locations
• Strong PC skills and the ability to quickly master other related business systems
• Strong Microsoft Excel skills and experience using AI tools to improve efficiency, analyze data, and support business processes
• Outstanding Customer Focus – seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firm
• Proactive in own growth and development and key to the growth and development of the team

Bachelor’s Degree preferred 3+ years of financial services or billing experience'

The Base Salary range for this position is between $68,000-$75,000. This information reflects a base salary range that Asset Mark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

We are Asset Mark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At Asset Mark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client…