RIA Business Development Consultant

Job Description:

The Job/What You'll Do:

As an RIA Business Development Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship.

Responsibilities:

• Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territories
• Identify individual objectives, circumstances, and needs of the advisor’s business and their client base to assist them in evaluating potential solutions
• Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations
• Educate, advise, and consult prospective advisors on our wealth management platform, investment, practice management, and client relationship offerings
• Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances
• 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 to facilitate a handoff to the regional sales team
• Confidently present AssetMark’s value proposition at advisor-attended events, utilizing existing presentation resources
• Ability to travel at least 30% of the time within the territory or other field meetings

Knowledge, Skills, and Abilities:

• Demonstrated 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 proven ability to work independently
• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Strong knowledge of SMAs, direct indexing, and tax management services
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Education & Experience:

• Bachelor’s degree in a business or finance field
• Experience with RIA operating platforms, including trading and managed account solutions
• 7+ years of experience in the financial services industry
• Experience in Face-to-Face Sales
• Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required

Compensation: The Base Salary range for this position is between $120,000-$130,000.

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 a comprehensive sales incentive package 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.

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Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements.

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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.