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. #J-18808-Ljbffr

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