Platform Revenue Analyst

The Platform Revenue team manages all aspects of fee billing, including fee calculation, validation, debiting/crediting, reconciliation, reporting, maintenance, and facilitating fee payments to Financial Advisor Firms, Financial Advisors, and Strategists. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

• Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
• Process and oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments
• Perform daily peer review/QC of billing maintenance requests
• Perform daily billing transaction review and fee account set-up error review
• Implement and review negotiated fee agreements
• Continuously upgrade billing standard operating procedures
• Work closely with other teams to deliver ad-hoc revenue analysis as needed

Benefits

• 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