AssetMark
Business Development Consultant
As a Business Development Consultant at AssetMark, you will join AssetMarks elite sales team focusing on successfully identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, youll focus on engaging with advisors who desire to enhance their advisory practice by demonstrating how AssetMarks business solutions can help them to meet the goals of their firm and their clients. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and new presentation into a long-term relationship. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL. Responsibilities: Advise prospective advisors on AssetMarks wealth management platform, investment solutions, and client engagement offerings Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs Provide consultative support on product details, performance, portfolio positioning, and investment allocations Deliver clear, compelling presentations on AssetMarks value proposition at advisor-focused events Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc) while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team Travel up to 30% to attend company, client, and territory events Knowledge, Skills, and Abilities: Strong time management and organizational skills Ability to foster a cohesive and supportive team environment Ability to switch focuses and prioritize competing objectives as needed Self-motivated with the ability to work independently Experience evaluating managed money platforms Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: Bachelors degree in a business or finance field 4+ years of experience in the financial services industry 4+ years of phone and in-person sales experience Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required 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: AssetMarks 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. AssetMarks platform empowers advisors to provide the highest level of service possible to their clients. AssetMarks 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.
As a Business Development Consultant at AssetMark, you will join AssetMarks elite sales team focusing on successfully identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, youll focus on engaging with advisors who desire to enhance their advisory practice by demonstrating how AssetMarks business solutions can help them to meet the goals of their firm and their clients. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and new presentation into a long-term relationship. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL. Responsibilities: Advise prospective advisors on AssetMarks wealth management platform, investment solutions, and client engagement offerings Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs Provide consultative support on product details, performance, portfolio positioning, and investment allocations Deliver clear, compelling presentations on AssetMarks value proposition at advisor-focused events Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc) while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team Travel up to 30% to attend company, client, and territory events Knowledge, Skills, and Abilities: Strong time management and organizational skills Ability to foster a cohesive and supportive team environment Ability to switch focuses and prioritize competing objectives as needed Self-motivated with the ability to work independently Experience evaluating managed money platforms Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: Bachelors degree in a business or finance field 4+ years of experience in the financial services industry 4+ years of phone and in-person sales experience Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required 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: AssetMarks 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. AssetMarks platform empowers advisors to provide the highest level of service possible to their clients. AssetMarks 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.