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Scrum Master, Portfolio Execution

Concord, CA, US;Phoenix, AZ, US
Commensurate with Experience
Closing date
Jul 12, 2024

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Job Role
Investment Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Job Description:

The Job/What You'll Do:

The Scrum Master will be an experienced PMO professional that will lead and facilitate the activities and ceremonies of multiple Agile teams focused on the delivery of projects that accelerate winning outcomes by delivering on the organizational strategy to grow and scale, and enable AssetMark to achieve our goals. The Scrum Master will lead, teach, and coach squads in Agile execution, identify and eliminate impediments, and foster an environment for high-performance and continuous improvement. The Scrum Master will ensure the squads capture and maintain the applicable metrics and fully leverage available tools such as Jira to provide reporting and visual indicators as to the team progress and effectiveness. Additionally, they will foster and promote teamwork and develop and facilitate a collaborative approach to project/product delivery and creative problem solving. As needed, the Scrum Master will provide project management support around scope, timeline, budget, and status reporting activities. The successful candidate will be responsible for delivering projects on time and on budget, while achieving ROI and high project team engagement.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA or Phoenix, AZ.

  • Facilitates the day-to-day activities and ceremonies of multiple teams within a Scrum environment, including daily standups, backlog grooming and refinement, sprint planning, demos, and retrospectives.
  • Works closely with the Product Owner(s) in their effort to manage, groom and refine, and prioritize the backlog while facilitating a positive team dynamic and alignment regarding scope and priorities for the team.
  • Provides transparency with the applicable metrics (e.g., velocity) and reporting (e.g., burn down) to help the team understand progress vs. plans/goals and identifies opportunities for improvement and learning.
  • Identifies and resolves team impediments, removes roadblocks and distractions, and mitigates risks and challenges that may impact delivery before they become issues.
  • Fosters a collaborative environment with cross-functional teams and serves as a bridge between development teams and stakeholders to ensure alignment of goals and expectations and delivery of product or project initiatives within agreed timelines.
  • Facilitates or participates in Scrum of Scrum forums with other teams to ensure progress, resolve impediments, and manage dependencies.
  • Encourages a customer-centric mindset and advocate for user feedback to drive product enhancements.
  • Serves as an expert in effective, disciplined use of Agile and other tools including Jira and Confluence.
  • Trains and mentors the team in Agile practices and is a role model and change agent for the team in embracing the Agile mindset and best practices.
  • Stays updated on industry best practices and incorporates relevant agile methodologies to support the company's Agile transformation.
  • Creates a culture and team dynamic for continuous improvement, ongoing learning, and increased maturity in Agile practices.
  • Provides project management support, as needed, within an Agile and SOX-compliant environment, including schedule, scope, budget management, status reporting, and risk and issue management.
  • Accountable for PMO Charter individual metrics measured by project utilization, delivery responsibility, stakeholder feedback, policy compliance, position competence.

Knowledge, Skills, Abilities:
  • Strong knowledge of Scrum, SAFe, Kanban, Lean, XP, and other Agile frameworks, and best practices.
  • Strong knowledge of Agile metrics and the ability to track, report, and present metrics in various visual formats leveraging available Agile tools.
  • Demonstrated ability to share Agile knowledge and provide coaching and training to Agile teams.
  • Results-oriented with a focus on delivering value to end-users through iterative development.
  • Strong and effective facilitator with ability to guide teams through resolution of conflict and a commitment to identify and resolve impediments impacting the team's progress.
  • Highly proficient with Agile tools including Jira, Confluence, and other supplemental tools
  • Experience with core project tools including Microsoft Teams/SharePoint and Microsoft Office Professional (Outlook, Word, Excel, Visio, Access, etc.)
  • Proficient communicator, adept in both written and oral communication, capable of effectively engaging with various levels of the organization. Able to clearly and impactfully convey thoughts, ideas, and concerns.

Education & Experience:
  • Bachelor's or Master's degree and/ or equivalent work experience.
  • Minimum of 5-7 years of experience in various roles directly involved in delivery of technology software solutions, including project manager, business analyst, developer, or QA engineer, preferably within the financial sector.
  • Three or more years of experience as a Scrum Master serving multiple teams, preferably in multiple environments and companies undergoing Agile transformations.
  • Certified Scrum Master (CSM), Professional Scrum Master (PSM), Certified Scrum Practitioner (CSP), SAFe Scrum Master (SSM), and/or other advanced Scrum/Agile certifications.

Compensation: The Base Salary range for this position is between $130,000-$150,000.

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.

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