Business Development Officer for Financial Institutions

3 weeks ago

Chicago, Illinois, United States AssetMark Full time
Job Summary

The Business Development Officer, Financial Institutions is a key role at AssetMark, responsible for cultivating business through the discovery and acquisition of new Financial Institutions to our platform. This external sales leadership position requires a strong ability to build relationships, identify opportunities, and drive enterprise adoption of our services.

Key Responsibilities
  • Develop and execute a strategic plan to acquire new Financial Institution relationships, focusing on deep engagement with executives and C-Suite leaders.
  • Identify and elevate new relationships between AssetMark and Financial Institutions, deepening our organization's connection with clients through proactive contact initiatives.
  • Drive and grow client engagement activities for focus institutions, discovering issues and problems that clients face and constructing a unique value proposition to solve these challenges.
  • Recommend financial and pricing structures to drive mutual goal alignment between Financial Institutions and AssetMark.
  • Develop a strategic plan for institutional firms and their affiliated advisors to actively engage in the AssetMark platform and our affiliates.
  • Provide institutional discovery and consulting support to help firms drive growth and expand their value proposition to accelerate enterprise growth through alliance with AssetMark.
  • Leverage relationships and partner with external business development teams at Cheetah to identify and onboard new financial institutions through collaboration and joint sales activities.
  • Lead platform conversion strategy for prospective Financial Institutions to drive optimal experience and asset realization.
  • Generate a territory sales plan that complements corporate marketing initiatives regarding the Bank/Trust channel.
  • Utilize social media as a means to build a virtual advisor network to discover and communicate with prospects, cultivating and developing warm leads through a soft referral of someone in the network.
  • Travel to meet all qualified prospects within your territory.
  • Perform more in-depth research on prospective institutions prior to calling to have deeper conversations related to their firms.
  • Proactive phone sales through focus lead lists.
  • Coordinate a superior onboarding experience with various internal teams through the implementation of Sales Process Best Practices.
Requirements
  • Demonstrated problem-solving skills.
  • Demonstrated ability to communicate and sell over the phone as well as in person.
  • Demonstrated written and verbal communication.
  • Demonstrated time management and organizational skills.
  • Demonstrated ability to partner with and lead a team.
  • A self-starter who takes initiative and can work independently.
  • Strong understanding of Custodial Services and Trust Accounting systems offered to Financial Institutions preferred.
  • Proficient in using Microsoft Office applications (Excel, Word, PowerPoint).
Education & Experience
  • BA or BS (4-year degree).
  • FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66.
  • Experience in exclusively business development roles preferred.
  • Extensive experience working with Financial Institutions within the Bank and Trust Channel preferred.
  • Experience selling managed money platforms.
  • Prior experience.
  • 10+ years of experience in the financial services industry.
Compensation

The Base Salary range for this position is between $110,000-$170,000. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

About AssetMark

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.

We offer a wide range of benefits to meet the needs of our team members and their families, including 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, and Hybrid Work Schedule.

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

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