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Senior Business Systems Analyst

sick time, flex time, 401(k)
United States, California, Concord
1655 Grant Street (Show on map)
Jul 12, 2024
Job Description:
Job Description

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

The Job/What You'll Do:

Your passion for technology, exceptional critical-thinking skills, and ability to think creatively on your feetwill fit perfectly in our IT Business Systems Analyst position at AssetMark. This is an ideal time to join our organization and you will be a key player as you analyze, design and QA on our internal systems. We are in an exciting phase, and you will enjoy working on a wide array of projects and will be recognized and rewarded for delivering world-class, excellent results. Fully utilize your creative talents and ardent desire to enhance clients' business needs; take the next step and apply today!

As an IT Business Systems Analyst II, you will participate in the full project lifecycle from conception through post-deployment. In this IT business systems analyst II role, you will present information regarding proposed solutions as you detail business and functional requirements, assess project progress, and monitor the effectiveness of deployed initiatives. Key to this role is expertise in process mapping, process engineering and process modeling. Your high energy and natural sense for creativity will lend itself well to tackling any variety of issues and position you to be an expert at recommending streamlined processes that implement increased efficiency in these processes. Additionally, your ability to be adaptive in an environment of changing priorities will give you a head start to success in this position. You will also use your highly organized abilities in conducting customer and process analysis to develop plans, requirements, and solutions. Your demonstrated success eliciting business requirements using appropriate tools and techniques including, but not limited to, interviews, document analysis, surveys, site visits, use cases, scenarios, business process, task, and workflow analysis will all be key. Being able to write business requirement documents and functional requirements are necessary as well. We are seeking those individuals who want to help us grow as well as enhance their own professional growth along the way. If you are ready for the next step in your career, join us today!

We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Encino, CA, Atlanta, GA, or Concord, CA.


  • Acts as the liaison between IT and business stakeholders during analysis, requirements definition and design activities for fresh solutions and/or integration projects
  • Collaborates with business stakeholders to facilitate and document business requirements, use casesandfunctional specifications. Provides strategic advice for business processes and solutions.
  • Gains a holistic understanding of a broad range of business processes and related systems.
  • Interacts with and directs technical partners to develop solution alternatives.
  • Communicate effectively both orally and in writing to management, team members, and business partners.
  • Possess flexibility to accommodate interaction with offshore development team.
  • Analyze and solve complex business problems and determine suitable IT solutions.
  • Apply broad business knowledge and practical experience to theanalysis / solutiongeneration process
  • Establish and maintain productive working relationships with departmental staff, and internal business partners.
  • Generate use cases and participate in user acceptance testing.
  • Communicate complex information clearly and concisely both orally and in writing to technical and non-technical audiences.

Knowledge, Skills, and Abilities:

  • Exceptional written / oral communication and interpersonal skills
  • Proven experience creating business functional requirement documents and other BSA artifacts
  • Able to mine and analyze copious amounts of data; strong analysis andproblem-solvingskills.
  • Must be highly detail oriented, meticulous, and self-directed.
  • Proficient in MS Office Suite (Word, Excel, Visio, PowerPoint, and Outlook).
  • Experience in the wealth management or financial services industry a plus.
  • Experience with Microsoft Access a plus

Education & Experience:

  • 5+ years' experience working as a Business Systems Analyst on small to medium sized projects
  • Degree in Computer Science, Information Technology or Finance related field.

Compensation: The Base Salary range for this position is between $115,000-$135,000.

This information reflects a base salary range that AssetMark 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.



Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/Sick Time Off
  • 401K - 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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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