AssetMark
Overview
Join to apply for the
Business Development Consultant (Sales)
role at
AssetMark . As a Business Development Consultant at AssetMark, you will join AssetMark’s elite sales team focusing on identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, you'll engage with Advisors who want to enhance their advisory practices by demonstrating how AssetMark’s business solutions can help them meet the goals of their firm and their clients. This is an ideal opportunity for a sales professional whose business development skills turn a first impression and new presentation into a long-term relationship. The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below. Compensation: The Base Salary range for this position is between $65,000-$80,000. This reflects a base salary range AssetMark reasonably expects to pay based on factors including job-related knowledge, skills, education, experience, and location. Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $80,000. The achievement of the Sales Incentive Plan target will be based on clearly stated goals and metrics. 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 AssetMark’s 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 AssetMark’s value proposition at advisor-focused events Proactive outreach to prospective clients through cold calling using focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing leads, etc.) while maintaining a sales pipeline and facilitating 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
Bachelor’s 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
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. We aim to provide advisors with holistic support, including technology, consulting services, 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 values: Heart, Integrity, Excellence and Respect. You will join a team that lives these values and encourages different ideas for continual success and innovation. 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) Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. Location & Travel : Hybrid work schedule; travel up to 30% may be required.
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Join to apply for the
Business Development Consultant (Sales)
role at
AssetMark . As a Business Development Consultant at AssetMark, you will join AssetMark’s elite sales team focusing on identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, you'll engage with Advisors who want to enhance their advisory practices by demonstrating how AssetMark’s business solutions can help them meet the goals of their firm and their clients. This is an ideal opportunity for a sales professional whose business development skills turn a first impression and new presentation into a long-term relationship. The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below. Compensation: The Base Salary range for this position is between $65,000-$80,000. This reflects a base salary range AssetMark reasonably expects to pay based on factors including job-related knowledge, skills, education, experience, and location. Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $80,000. The achievement of the Sales Incentive Plan target will be based on clearly stated goals and metrics. 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 AssetMark’s 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 AssetMark’s value proposition at advisor-focused events Proactive outreach to prospective clients through cold calling using focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing leads, etc.) while maintaining a sales pipeline and facilitating 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
Bachelor’s 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
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. We aim to provide advisors with holistic support, including technology, consulting services, 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 values: Heart, Integrity, Excellence and Respect. You will join a team that lives these values and encourages different ideas for continual success and innovation. 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) Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. Location & Travel : Hybrid work schedule; travel up to 30% may be required.
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