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HNW Success Analyst — Trade & Case Leader; Hybrid
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-10
Listing for:
AssetMark
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Analyst, Banking & Finance, Financial Services -
Business
Financial Analyst, Banking & Finance
Job Description & How to Apply Below
A strategic provider of financial services is seeking a Success Analyst based in Phoenix, AZ. This role requires managing high net worth cases by ensuring seamless communication with investment managers and stakeholders. The ideal candidate will have a bachelor’s degree, strong analytical skills, and expertise in financial operations. A hybrid work schedule is available, and the compensation ranges from $70,000 to $80,000.
Join a company that values integrity, client success, and innovation in financial services.
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