Business Continuity Consultant

4 weeks ago


Phoenix, Arizona, United States AssetMark Full time

Business Development Consultant Role

As a Business Development Consultant at AssetMark, you will be part of a high-performing team responsible for fostering and managing business partnerships with new advisors joining the platform. Your contributions will be recognized and rewarded as you help expand our network of advisors.

The total compensation for this role includes base pay plus a competitive sales incentive plan target. This position is eligible for an annualized Sales Incentive Plan target of up to $70,000, based on performance to 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 locations in Phoenix, AZ, Encino, CA, or Chicago, IL.

Key Responsibilities:

  • Promote the acquisition of new advisor relationships by engaging prospective advisors in your set territory
  • Identify individual objectives, circumstances, and needs of the advisor's business, and their client base, and work with the advisor to evaluate 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
  • Educate, influence, and persuade advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings considering their business needs
  • Proactive and continuous outreach to prospective clients through cold calling utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline
  • Ability to travel at least 30% of the time within the territory or other field meetings
  • Experience evaluating managed money platforms
  • Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
  • 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

What We Offer:

  • Flex Time Off or Paid Time/Sick Time Off
  • Medical, Dental, Vision - HDHP or PPO
  • Career Development / Recognition
  • Fitness Reimbursement

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



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