Business Development Consultant

Job Description:

The Job/What You'll Do:

As a Business Development Consultant at AssetMark, you will join AssetMark's elite sales team focusing on successfully identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, you'll focus on engaging with Advisors who desire to enhance their advisory practices by demonstrating how AssetMark's business solutions can help them to meet the goals of their firm and their clients. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship.

The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

Compensation: The Base Salary range for this position is between $65,000-$80,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $80,000. The achievement of the Sales Incentive Plan target will be 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 location in Phoenix, AZ or Chicago, IL.

Responsibilities:

• Advise prospective advisors on AssetMark's wealth management platform, investment solutions, and client engagement offerings

• Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs

• Provide consultative support on product details, performance, portfolio positioning, and investment allocations

• Deliver clear, compelling presentations on AssetMark's value proposition at advisor-focused events

• Proactive and continuous outreach to prospective clients through cold calling, utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team

• Travel up to 30% to attend company, client, and territory events

Knowledge, Skills, and Abilities:

• 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)

Education & Experience:

• 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

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

#LI-CRI

#LI-hybrid

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

• Unyielding Integrity, doing what's right, always. Even when it's hard.

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and 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.