New Business Case Manager

##
*
* Job Description:

** At
** Asset Mark**, we’re a mission-driven, industry-leading B2B wealth management firm managing over $150 billion in assets. We’re passionate about empowering financial advisors with the tools, support, and service they need to succeed, and we’re growing fast. Our clients are #1 and our goal is to put the “serve” back into financial services!

Our
** New Business Team
** plays a critical role in our mission, and we’re looking for Case Managers (CMs) who are ready to hit the ground running. This is
** not
* * a routine or administrative processing job. It is a dynamic and fluid role that requires razor-sharp prioritization, superb communication, and unshakable ownership.
** We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or Charlotte, NC locations.
**** What You’ll Be Doing:
** As a New Business Case Manager (CM), you’ll be the front line for ensuring new accounts are opened and funded quickly, accurately, and with minimal friction. You’ll be juggling high volumes of incoming business, resolving time-sensitive issues, and working directly with Advisors to help them navigate complex requirements.
*
* Key Responsibilities:

*** 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., Not In Good Order (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 10 things at once.
** This Role is for You If:
*** You
** thrive under pressure
** and are naturally 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.
***
* What You Bring:

**** Skills & Attributes:**
* ** 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
*
* Preferred Qualifications:

**** Entry-Level/Early Career:
*** Associate or Bachelor’s degree
* 1–3 years in a high-volume, fast-paced customer service, case management, or financial services role
** Experienced Professionals:
*** 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)
We live by our values:
** Heart, Integrity, Respect, and Excellence.
** You’ll be part of a high-performing team that invests in your growth, challenges you daily, and rewards top performers with career advancement.

If you're looking for a challenging yet highly rewarding role in the financial industry, this could be the opportunity you’ve been waiting…