Senior Solutions Consultant

3 weeks ago

Charlotte, United States AssetMark Full time
Job Description:

The Job/What You'll Do:

Adhesion is looking for an entrepreneurial, self-starting and motivated individual to develop new client relationships for Adhesion in the independent Registered Investment Advisory (RIA) and Broker-Dealer (IBD) markets, using a consultative selling process.

Responsibilities:
  • Professionally represent the full complement of Adhesion's managed investing services
  • Develop a large pipeline of viable prospects in our target market through coordinated prospecting with your manager and through active networking in the industry and with Adhesion's external partners
  • Keep timely
  • and detailed records in the company's sales tracking system
  • Introduce prospect firms to the Adhesion Platform through a consultative sales process, with the ability to show how the Adhesion platform will be beneficial to their business
  • Understand the prospect's investment program design objectives, consult on design options, and in conjunction
  • with Adhesion's investment consulting team, facilitate the presentation of appropriate investment options
  • Ability to successfully close new business opportunities and to shepherd new clients through the onboarding of new assets under management in a cooperative fashion with Adhesion's client support and
  • relationship management teams
  • Attend industry conferences and other company-identified events as requested
  • Make in-person sales calls as situations dictates
  • Other duties may be assigned
Knowledge, Skills, and Abilities:
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
  • Ability to profile prospects through thoughtful, positive, and engaging conversation
  • The successful candidate will have a desire to learn about the prospects' business, ask thought-provoking questions, and challenge business practices all while positioning the Adhesion solution
  • Ability to communicate and work effectively with industry partners and centers of influence, other Adhesion employees and senior managers in building an effective network to generate business
  • Project professionalism, competence, and energetic enthusiasm in all interactions and to command attention and authority with prospects and customers
Education & Experience:
  • Basic proficiency in the investment management and/or financial advisory business with an understanding of security types, investment products, portfolio management, investment performance and other general investment advisory matters
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-CR1

#Adhesion

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.

  • Senior Solutions Consultant

    3 weeks ago

    Charlotte, United States SymphonyAI Full time

    Introduction: At SymphonyAI, we thrive on a culture that embodies innovation at speed, a relentless customer focus, targeted performance, and a commitment to being unified as one. We are an enterprise AI SaaS company transforming the worlds largest industries with packaged AI solutions including Financial Services, Retail/CPG, Manufacturing, and Media. As we...

  • Senior SQL Server Consultant

    23 hours ago

    Charlotte, United States IncWorx Consulting Full time

    Senior SQL Server Consultant - Fulltime, Remote Are you a hardcore SQL expert with an intense work ethic and a drive for exceptional customer service? Are you interested in working remotely with a team of other like-minded, senior-level professionals? If so, consider joining IncWorx! Our team of professional consultants deliver solutions and provide support...

  • Sales Specialist

    5 days ago

    Charlotte, United States Navion Senior Living Full time

    Navion Senior Solutions is seeking a high-performing Sales Specialist. You will be responsible for providing sales and marketing support to Navion's communities based on need and at the direction of the Vice President of Sales and Marketing. This individual is responsible and accountable for assisting with lead generation, sales and closing activities and...

  • Sales Specialist

    20 hours ago

    Charlotte, United States Navion Senior Living Full time

    Navion Senior Solutions is seeking a high-performing Sales Specialist. You will be responsible for providing sales and marketing support to Navion's communities based on need and at the direction of the Vice President of Sales and Marketing. This individual is responsible and accountable for assisting with lead generation, sales and closing activities and...

  • Senior SQL Server Consultant

    3 days ago

    Charlotte, United States IncWorx Consulting Full time

    Job DescriptionJob DescriptionSenior SQL Server Consultant - Fulltime, RemoteAre you a hardcore SQL expert with an intense work ethic and a drive for exceptional customer service? Are you interested in working remotely with a team of other like-minded, senior-level professionals? If so, consider joining IncWorx! Our team of professional consultants deliver...

  • Technical Solutions Consultant

    3 days ago

    Charlotte, United States Motion Recruitment Partners, LLC Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Software Engineer in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150...

  • Duke Energy Jobs

    4 weeks ago

    Charlotte, United States Vacancies For You Full time

    This Senior HR Consultant – Employee Relations position’s focus is Employee Relations (ER) consulting work with a focus on HR Policies, Programs and Practices. This role will provide a broad range of professional employee relations support, interacting with all levels of leadership and independent discretion in decision making and execution of...

  • Technical Solutions Consultant

    2 weeks ago

    CHARLOTTE, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Software Engineer in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150...

  • Technical Solutions Consultant

    2 weeks ago

    Charlotte, North Carolina, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Software Engineer in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package Our client has been around for over 150...

  • Senior Business Consultant

    7 days ago

    Charlotte, United States Calculated Hire Full time

    Hybrid - New York, NY3-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/13/2024Calculated Hire is in search of a Senior Business Consultant for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Consult on complex initiatives with broad impact and large-scale planning for...

  • Senior Business Consultant

    3 weeks ago

    Charlotte, United States Calculated Hire Full time

    Hybrid - New York, NY3-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/13/2024Calculated Hire is in search of a Senior Business Consultant for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Consult on complex initiatives with broad impact and large-scale planning for...

  • Senior Business Consultant

    2 weeks ago

    Charlotte, United States Calculated Hire Full time

    Hybrid - New York, NY3-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/13/2024Calculated Hire is in search of a Senior Business Consultant for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Consult on complex initiatives with broad impact and large-scale planning for...

  • Senior Applications Consultant

    3 days ago

    Charlotte, United States Sita Corp Full time

    Job description:As an Oracle Fusion Advanced HCM Controls Implementation Consultant, your primary responsibility is to lead the implementation and configuration of Oracle Fusion Advanced HCM Controls modules for clients. Here's a breakdown of your job description:Key Responsibilities:Requirement Analysis: Collaborate with clients to gather and analyze their...

  • Senior Service Delivery Consultant

    3 days ago

    Charlotte, United States Bank of America Full time

    Senior Service Delivery Consultant page is loaded Senior Service Delivery Consultant Apply locations Charlotte Chicago time type Full time posted on Posted 3 Days Ago job requisition id 24013100 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth...

  • Senior Underwriting Consultant

    3 days ago

    Charlotte, United States MetLife Services and Solutions, LLC Full time

    Description and Requirements Role Value Proposition: National Accounts is responsible for strategy, sales, underwriting, account management and overall profitability for customers, including the Federal Government, with 5,000 or more eligible employees. The Senior Underwriting Consultant will provide group underwriting services for new business and...

  • Senior Data Science Consultant

    4 days ago

    Charlotte, United States Sia Partners Full time

    Job DescriptionJob DescriptionCompany DescriptionSia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal...

  • Managing Consultant, Environmental Regulatory Reporting

    4 weeks ago

    Charlotte, United States Erm LLC Full time

    ERM is seeking a Managing Consultant, Environmental Regulatory Reporting to specialize in Emergency Planning and Community Right-to-Know Act (EPCRA) Toxic Release Inventory (TRI) and Tier II reporting and help lead our nationwide EPCRA reporting and consulting team. In this role, you will provide senior project management and senior technical leadership and...

  • RPA Consultant

    1 month ago

    Charlotte, North Carolina, United States Technogen Inc Full time

    Role RPA Consultant Location Charlotte North Carolina Duration Contract to Hire 6 month+ Required Qualifications Ability to analyze metrics and articulate data trends both visually and verbally Ability to communicate effectively in both written and verbal formats with senior executive-level leaders Ability to lead the team / group to deliver outcomes...

  • RPA Consultant

    1 month ago

    Charlotte, United States Technogen Inc Full time

    Role RPA Consultant Location Charlotte North Carolina Duration Contract to Hire 6 month+ Required Qualifications Ability to analyze metrics and articulate data trends both visually and verbally Ability to communicate effectively in both written and verbal formats with senior executive-level leaders Ability to lead the team / group to deliver...

  • Business Solutions Consultant

    4 weeks ago

    Charlotte, United States Equus Full time

    Job DescriptionJob DescriptionCompany DescriptionWe help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and...