Transfer Team Intern

Job Description

Asset Mark 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 Transfer Team focuses on creating a memorable and positive experience for clients transferring assets on and off platform, with a goal of working towards a touchless processing experience. You will gain work experience with business operations in a financial service‑related field, learn best practices for improving internal processes and streamlining procedures, and gain insight into how to successfully collaborate within a dynamic organization.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

• Review and research a current business problem impacting the Transfer Team, and work with leaders, peers, the team and key stakeholders on possible solutions
• Drive execution on any solution to defined business problem
• Solution should positively impact team and drive improved results, including improving accuracy, increased productivity or efficiency, an enhanced client experience or stronger team engagement
• Identify gaps and possible improvements throughout the project, ensuring to track and report out on possible fixes/solutions
• Engage and communicate with key stakeholders along the way and keep all impacted teams aware of progress and report out on any changes
• Present on project outcomes and learnings at the end of internship

• Intermediate‑Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
• Ability to quickly learn Asset Mark technology systems
• Excellent written and verbal communication; technical writing proficiency preferred
• Ability to self‑direct and manage time and priorities
• Attention to detail; must be accurate and precise
• Ability to work independently and be a team player
• A positive, team oriented, can‑do attitude

• Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or related field; will consider recent graduates

• Preferred minimum GPA of 3.0 on a 4.0 scale

Hourly wage: $17.00 per hour
Internship Duration:
June 8
- August 14

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,forour peopleandforourinvestors.

At Asset Markyour ideas matter;they’reheard, 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 experience.

Heart. Client Success. Integrity. Respect.

Excellence. Our values are how we show up every day.

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doingwhat’sright, always. Even whenit’shard.
• Collective Respect, in being authentic,inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving,innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the Asset Mark family.

Our culture brings our mission and values to life. Here, we dowhat’sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and 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, Asset Mark is committed to building a diverse and inclusive workplace where everyone feels valued.