New Business Case Manager

Job Description

Are you energized by being part of a firm with rapid growth and opportunities? Are you able to tackle complex and challenging cases, prioritize effectively, and execute independently? Do you thrive in an environment where precision and speed are equally important, and where your ability to solve complex problems under pressure directly impacts client satisfaction?

At Asset Mark
, we’re a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We empower financial advisors with the tools, support, and service they need to succeed, and we’re growing fast.

Our New Business Team plays a critical role in our mission. We’re looking for Case Managers (CMs) who are ready to hit the ground running. This is not a routine administrative processing job; it’s a dynamic and fluid role that requires razor‑sharp prioritization, superb communication, and unshakable ownership.

We can consider candidates who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or Charlotte, NC locations.

As a New Business Case Manager, you’ll be the front line for ensuring new accounts are opened and funded quickly, accurately, and with minimal friction. You’ll juggle high volumes of incoming business, resolve time‑sensitive issues, and work directly with Advisors to help them navigate complex requirements.

• Own the full lifecycle of new account onboarding—from application review to transfer completion.
• Triage and manage high volumes of cases with varying complexity in tight time frames.
• Prioritize competing tasks and make real‑time judgment calls to keep business moving.
• Reach out same‑day to Advisors when issues arise (e.g., NIGOs) and proactively guide them toward resolution.
• Provide thoughtful, consultative support to help Advisors understand both immediate needs and long‑term process improvements.
• Learn and master a complex training curriculum quickly, and apply your new knowledge and skills quickly.
• Manage 5+ systems simultaneously while responding to client inquiries in real time.
• Collaborate with team members and leaders to raise risks, request help, and ensure workflow continuity.
• Adapt swiftly to evolving procedures and business needs without missing a beat.
• Maintain a relentless focus on accuracy, turnaround time, and first‑contact resolution.
• Deliver high Advisor satisfaction by being fast, clear, and solution‑oriented even when juggling many tasks.

• You thrive under pressure and are energized by a fast‑paced, ever‑changing environment.
• You’re a natural problem‑solver who loves a challenge and doesn’t wait to be told what to do.
• You can prioritize and re‑prioritize without dropping the ball and still meet your deadlines.
• You’re meticulous, but you move fast and get things done.
• You can switch context quickly without losing focus.
• You take extreme ownership of your work and care deeply about delivering high‑quality results fast.
• You’re not looking for a clock‑in/clock‑out job; you want to be trusted with real responsibility.

• Strong multitasking and time management in high‑volume environments.
• Clear, professional verbal and written communication.
• Sharp attention to detail under pressure.
• Ability to learn quickly and adapt to complex systems and processes.
• Collaborative, coachable, and eager to improve.
• Calm under pressure, with a solutions‑first mindset.

• Associate or Bachelor’s degree.
• 1–3 years in a high‑volume, fast‑paced customer service, case management, or financial services role.

• 4+ years in a fast‑paced case management or financial services operations role.
• Associate or Bachelor’s degree.
• FINRA licenses a plus (SIE, Series 6 or 7, 65).

Phoenix (hybrid in‑office 3 days a week on T/W/Th)

• Base Salary range for entry‑early career candidates: $55,000–$65,000.
• Base Salary range for mid‑advanced career candidates: $65,000–$70,000.

The total compensation includes a variable incentive compensation target (VIC) of $3,500 for entry‑early career candidates or $4,200 for mid‑advanced career candidates. VIC is performance‑based and not guaranteed.

• Flex Time Off or Paid Time/Sick Time Off.
• 401(k) – 6% Employer Match.
• Medical, Dental, Vision – HDHP or PPO.
• HSA – Employer contribution (HDHP only).
• Volunteer Time Off.
• Career Development / Recognition.
• Fitness Reimbursement.
• Hybrid Work Schedule.

Asset Mark is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where everyone feels valued.

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