AssetMark
Overview
Employer Industry: Financial Services Consulting
Why consider this job opportunity
Salary up to $175,000
Additional variable incentive compensation and competitive benefits offered
Opportunity for career advancement and growth within the organization
Hybrid work schedule providing flexibility
Supportive and collaborative work environment
Chance to make a positive impact on advisor relationships and client satisfaction
What to Expect (Job Responsibilities)
Assess, analyze, and advise advisor clients on business strategy, lead generation, and operations
Manage client engagements, including project management and relationship management
Conduct client meetings, webinars, and presentations according to Engagement Standards
Provide meaningful advice related to the growth and development of clients\' businesses
Collaborate with the sales team to improve client loyalty and drive asset growth
What is Required (Qualifications)
Minimum of 5 years of business consulting and practice management experience in the financial services industry
Bachelor’s Degree; advanced degree or financial designations preferred
Excellent written and verbal communication skills
Strong organizational and project management skills
Ability to travel as needed, up to 30% of the time
How to Stand Out (Preferred Qualifications)
Advanced knowledge of Microsoft Word and Excel
Experience utilizing Salesforce or similar technology for client engagement tracking
Previous experience in the financial services consulting sector
Proven track record of enhancing client satisfaction and business growth
#FinancialServices #ConsultingCareers #CareerOpportunity #HybridWork #ClientEngagement
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
#J-18808-Ljbffr
Why consider this job opportunity
Salary up to $175,000
Additional variable incentive compensation and competitive benefits offered
Opportunity for career advancement and growth within the organization
Hybrid work schedule providing flexibility
Supportive and collaborative work environment
Chance to make a positive impact on advisor relationships and client satisfaction
What to Expect (Job Responsibilities)
Assess, analyze, and advise advisor clients on business strategy, lead generation, and operations
Manage client engagements, including project management and relationship management
Conduct client meetings, webinars, and presentations according to Engagement Standards
Provide meaningful advice related to the growth and development of clients\' businesses
Collaborate with the sales team to improve client loyalty and drive asset growth
What is Required (Qualifications)
Minimum of 5 years of business consulting and practice management experience in the financial services industry
Bachelor’s Degree; advanced degree or financial designations preferred
Excellent written and verbal communication skills
Strong organizational and project management skills
Ability to travel as needed, up to 30% of the time
How to Stand Out (Preferred Qualifications)
Advanced knowledge of Microsoft Word and Excel
Experience utilizing Salesforce or similar technology for client engagement tracking
Previous experience in the financial services consulting sector
Proven track record of enhancing client satisfaction and business growth
#FinancialServices #ConsultingCareers #CareerOpportunity #HybridWork #ClientEngagement
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
#J-18808-Ljbffr