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Salary
$125k – $142k per year
Location
Hybrid (Charlotte, United States)
Seniority
Middle · 3+ years exp
Employment
Full-Time

Confirmed on the employer's own hiring board on Sep 28, 2026. First seen by Alion on Sep 8, 2026. AssetMark scores B on the Alion truth index.

Overview
Company
Impact
Profile match
AssetMark is a wealth management technology provider and turnkey asset management program (TAMP) for independent financial advisors. The company offers fully integrated investment management solutions, outsourced portfolio construction, client management software, custodian integrations, and practice growth consulting. Headquartered in Concord, California, United States, the enterprise serves registered investment advisors (RIAs), broker-dealers, and wealth management firms across the United States.

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.

We are seeking a Software Engineer to join our engineering team, focusing on building the foundational infrastructure, APIs, and services that power our entire product ecosystem. This role involves creating robust, scalable platform components that enable rapid application development while ensuring security, performance, and reliability across all AssetMark systems.

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

Key Responsibilities

Platform Development & Infrastructure:

  • Implement platform services, APIs, and infrastructure components independently

  • Develop and maintain core platform capabilities including data services, authentication, and integration frameworks

  • Handle complex platform-level bug fixes and participate in incident remediation for foundational systems

  • Write comprehensive tests for platform components and ensure high reliability standards

  • Implement secure coding practices with focus on enterprise-grade security and compliance

API & Integration Design:

  • Contribute to technical specifications for platform APIs and service interfaces

  • Implement solutions for complex integration challenges between systems and external partners

  • Design and build reusable platform components that serve multiple applications

  • Identify and address performance bottlenecks in platform services

  • Evaluate and recommend technical approaches for platform-level challenges

Data & Architecture:

  • Work with data modeling, master data management, and enterprise data governance

  • Implement canonical source-of-truth data systems and ensure data integrity

  • Contribute to service-oriented architecture patterns and microservices design

  • Support cloud-native architectures and infrastructure-as-code principles

  • Participate in DevOps practices and CI/CD pipeline development

Collaboration & Enablement:

  • Work closely with application engineering teams to understand platform requirements

  • Provide technical guidance on platform service adoption and best practices

  • Collaborate with security and compliance teams on regulatory requirements

  • Communicate platform capabilities and constraints to stakeholders

  • Document platform components and integration patterns for broader team use

Knowledge, Skills, Abilities

  • Strong proficiency in platform technologies (Java, C#, Python, Go, or similar)

  • Experience with API design, microservices architecture, and distributed systems

  • Knowledge of cloud platforms (AWS, Azure, GCP) and containerization (Docker, Kubernetes)

  • hands-on experience in developing Azure Cloud Computing resources such as AKS, app services, Function Apps, Logic Apps, Storage Accounts, etc.,

  • Understanding of database technologies, data modeling, and enterprise data patterns

  • Knowledge of working with various AI Tools such as Copilot, Cursor AI, Claude Code, Blitzy AI etc.,

  • Experience with message queues, event-driven architecture, and async processing

  • Familiarity with DevOps tools, CI/CD pipelines, and infrastructure automation

  • Knowledge of DevOps, infrastructure-as-code, and modern deployment practices.

  • experience with SQL Server (DB Design, Query Optimization, Indexing) and PostgreSQL DB

  • Understanding of security best practices for enterprise platforms

  • Knowledge of financial services regulatory requirements preferred

  • Familiarity with various iterative development methodologies

  • Ability to quickly grasp modern technology concepts

  • Object-oriented Analysis and Design (OOAD) concepts with a deep understanding of SOLID principles

  • Understanding of Microsoft graph APIs

Education & Experience

  • Bachelor’s degree in computer science, Software Engineering, or related technical field

  • 3-5 years of software engineering experience with focus on platform or infrastructure development

  • Experience building APIs, services, or platform components

  • Understanding of enterprise integration patterns and service-oriented architecture

  • Experience with agile development methodologies and cross-functional collaboration

Compensation: The Base Salary range for this position is between $125,000-$142,000.

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:

We are AssetMark, 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, for our people and for our investors. At AssetMark your ideas matter; they’re heard, 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

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.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

  • 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, doing what’s right, always. Even when it’s hard.

  • 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 AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, 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, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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