Business Development Strategist

3 days ago


Encino, California, United States AssetMark Full time

About Us

At AssetMark, our mission is centered around helping financial advisors make a difference in the lives of their clients.

We aim to provide advisors with holistic support by offering 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.

Role Overview

We are seeking a Business Development Strategist to join our high-performing team that fosters and manages business partnerships with new advisors joining the platform.

This high-profile role involves determining opportunities that will provide the largest territory growth, contributing to the recognition and reward of expanding our network of advisors.

Main 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 while maintaining a sales pipeline
  • Effectively present AssetMark's value proposition at advisor-attended events
  • Ability to travel at least 30% of the time within the territory or other field meetings

Requirements

  • Strong 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 the ability to work independently
  • 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
  • Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required

Salary and Benefits

The estimated salary for this position is between $130,000-$140,000 per year, including a competitive sales incentive plan target. This role is also eligible for an annualized Sales Incentive Plan target of up to $70,000 based on performance to clearly stated goals and metrics.

We offer a wide range of benefits to meet the needs of our team members and their families, including Flex Time Off, 401K with 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.

Location

This role can be accommodated with a hybrid work schedule and is close to our office locations in Chicago, IL, Phoenix, AZ, Concord, CA, or Encino, CA.



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