Business Development Strategist
3 days ago
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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