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Advisor Services Team Lead | Coaching & Ops Excellence

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: AssetMark
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below

Asset Mark is seeking an Advisor Services Team Leader to supervise a team of Advisor Services Specialists, providing real-time support to Financial Advisors and overseeing new client and account setup and changes. The role supports a hybrid schedule with proximity to Phoenix, AZ or Chicago, IL offices.

The ideal candidate will have a Bachelor’s degree or equivalent and at least five years in financial services, with strong communication skills and a results-driven coaching mindset.

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