Associate Designer

Job Description:

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services. We are an integrated team of technologists, investment professionals, and operations experts working to keep our clients at the forefront of wealth management.

The Opportunity

Join our design team as we transform wealth management technology through thoughtful, user-centered design. As an Associate Designer, you'll be part of a growing design organization dedicated to turning complexity into clarity and delivering products that are both sophisticated and human.

We operate in the wealth management space—an industry with deeply complex workflows that desperately needs great design. You'll have the opportunity to learn from experienced designers while contributing to products that make a real difference in the lives of financial advisors and their clients.

Working closely with our Head of Design and senior design team members, you'll contribute to creating seamless, elegant, and intuitive experiences across our ecosystem of advisor and client-facing tools.

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

Key Responsibilities

Design Execution & Learning:

• Create high-quality visual designs, wireframes, and prototypes under guidance from senior designers
• Contribute to user interface design for web and mobile applications
• Learn and apply design system components and patterns consistently across projects
• Participate in design critiques and incorporate feedback to improve design quality
• Support the creation and maintenance of design documentation and specifications
  
  
  

User-Centered Design:

• Participate in user research activities and usability testing sessions
• Learn to translate user insights and feedback into design improvements
• Develop understanding of financial advisor workflows and user needs
• Contribute to persona development and user journey mapping
• Observe and learn from user interviews and research sessions
  
  
  

Cross-Functional Collaboration:

• Work closely with product managers to understand requirements and constraints
• Collaborate with engineers to ensure design feasibility and quality implementation
• Participate in sprint planning, standups, and other agile ceremonies
• Communicate design decisions clearly to stakeholders
• Learn to advocate for user needs in product discussions
  
  
  

Design System & Consistency:

• Learn and apply the AssetMark design system across all design work
• Contribute to design system documentation and component library
• Ensure consistency in visual design and interaction patterns
• Help identify opportunities for new design system components
• Maintain design files and assets in organized, accessible formats
  
  
  

Professional Development:

• Actively seek feedback and mentorship from senior team members
• Stay current with design trends, tools, and best practices
• Participate in design team learning sessions and skill-building activities
• Contribute to team discussions about design process and methodology
• Build expertise in financial services and wealth management domain
  
  
  

What We're Looking For

Education & Experience:

• Bachelor's degree in Design, HCI, Psychology, or related field
• 0-2 years of professional design experience (internships and relevant coursework count)
• Strong portfolio demonstrating design thinking and visual design skills
• Fresh graduates with exceptional portfolios are welcome
  
  
  

Technical Skills:

• Proficiency in modern design tools, particularly Figma
• Understanding of design fundamentals: typography, color, layout, and visual hierarchy
• Basic knowledge of user experience principles and design thinking methodology
• Familiarity with prototyping tools and interactive design concepts
• Understanding of web and mobile design best practices
• Basic knowledge of HTML/CSS (preferred but not required)
  
  
  

Design Capabilities:

• Strong visual design skills with attention to detail
• Ability to create clean, intuitive user interfaces
• Understanding of responsive design principles
• Basic wireframing and prototyping abilities
• Eagerness to learn complex workflow design and data visualization
  
  
  

Soft Skills:

• Excellent communication and presentation skills
• Collaborative mindset with ability to work in cross-functional teams
• Strong problem-solving abilities and analytical thinking
• Openness to feedback and continuous learning
• Curiosity about user behavior and business goals
• Ability to manage multiple projects and meet deadlines
  
  
  

Bonus Qualifications:

• Interest in or knowledge of financial services industry
• Experience with design systems or component libraries
• Understanding of accessibility principles and inclusive design
• Experience with user research methods or usability testing
• Knowledge of motion design or micro-interactions
  
  
  

Why Join AssetMark?

Growth & Learning:

• Learn from experienced design leaders in a supportive, mentorship-focused environment
• Gain expertise in complex financial workflows and enterprise software design
• Work with cutting-edge design tools and methodologies
• Opportunity for rapid career growth as the design team scales
  
  
  

Impact & Mission:

• Contribute to products that help financial advisors make a difference in their clients' lives
• Transform complex financial processes into intuitive, delightful experiences
• Work on high-impact products used by thousands of financial professionals
• Be part of a product-led transformation in the wealth management industry
  
  
  

Team & Culture:

• Join a collaborative design team that values craft, clarity, and user obsession
• Work in close partnership with empowered product and engineering teams
• Contribute to building design systems, research practices, and team culture
• Be part of an organization that champions design as a core capability
  
  
  

Professional Development:

• Mentorship from the Head of Design and senior design team members
• Exposure to executive leadership and strategic design thinking
• Opportunity to specialize in areas like user research, design systems, or interaction design
• Clear career progression path within a growing design organization
  
  
  

Ready to Transform Financial Technology Through Design?

Join our mission to make powerful wealth management tools feel effortless to use. As an Associate Designer at AssetMark, you'll contribute to meaningful work while building your career in a supportive, growth-oriented environment.

We're looking for designers who are passionate about solving complex problems, eager to learn, and excited about the opportunity to make sophisticated financial tools more human and accessible.

Compensation: The Base Salary range for this position is between $82,000-$92,000.

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:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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.

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services. We are an integrated team of technologists, investment professionals, and operations experts working to keep our clients at the forefront of wealth management.