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      AssetMark

      Engaged employer

      AssetMark reviews

      Good but not great - New Business Case Manager AssetMark Employee Review

      3.0
      3 Jun 2023
      New business case manager
      Recommend
      CEO approval
      Business outlook

      Pros

      -Lower (direct report) management has some of the best people you will get to know -Semi competitive pay -Great benefits and potential bonuses

      Cons

      -Comically understaffed with no intention to really change that -Some disconnects between upper and lower management -Low level of trust to individual contributors -No real commitment to reduce stress among employees

      Explore other reviews about AssetMark

      5.0
      3 May 2026
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Great culture and they really care about their advisors

      Cons

      Favoritism is evident. If you’re a lifer- you can do no wrong

      2.0
      1 Jun 2026
      Relationship manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Training and the trainers are the best part of AMT…after training, good luck!

      Cons

      -Call Center environment more focused on the SLA than the employee. -Depending on team lead, you may or may not get the support needed. -Ongoing system issues which are never resolved. -High Turnover

      1
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