Business Consultant

AssetMark•California, CA

2d•$130,000 - $175,000•Hybrid

About The Position

Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, develop direct business strategies, perform business assessments, make recommendations, and identify solutions. This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas. Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work-product development, and designing, documenting, and implementing resources with and for advisors. Business Consultants must be able to speak with prospects, facilitate discussions, and deliver live and virtual presentations to large and small groups. Business Consultants may spend up to 50% of their time traveling to client offices, speaking engagements, and professional development seminars.

Requirements

Understanding of business principles, strategies, and solutions
Intellectual, analytical, and reasoning abilities
Excellent communication skills, written and verbal
High level of professionalism
Aptitude and appetite for technology
Ability to self-direct and manage time and priorities
Well-developed organizational and program management skills
Ability to see the big picture while maintaining attention to detail
Ability to multitask in a very busy environment with a “can-do” attitude
Ability to work independently and be a team player
A drive to pursue development at the individual and firm level
Ability to travel and work overtime as needed
Intermediate to advanced knowledge of Word (advanced preferred)
Intermediate to advanced knowledge of Excel (advanced preferred)
Bachelor’s Degree, with an advanced degree or financial designations, preferred
5+ years of business consulting and practice management experience in the financial services industry
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Responsibilities

Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning)
Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice
Design, direct, and develop business strategies and solutions to meet client needs, including, but not limited to: Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones, Developing management and supervisory skills for advisors and staff, Improving work performance and organizational communication, Increasing team member motivation and morale, Defining the company’s mission, goals, and objectives, Achieving customer satisfaction and customer loyalty, Coaching, guiding, and training employees, Raising the company’s client base and market segment
Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation
Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions
Provide appropriate and meaningful advice related to the growth and development of client's business
Provide succession planning and M&A support, conduct due diligence, and source potential deals
Perform and supervise complex research and analysis
Design, direct, and draft client work product, review and approve work product from the consulting team
Maintain excellent client relationships and deliver results, ensuring a positive client experience
Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives
Participate in designing and delivering consulting subject matter presentations for educational and marketing purposes
Participate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to: Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives
Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention
Manage consulting engagements according to firm standards of practice, including using approved forms, templates, and materials
Utilize Salesforce and other technology according to the protocol to report, track and manage all client engagements, activities, and opportunities
Lead, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management
Participate in and support full and purposeful integration with and support the AssetMark Sales Team
Provide training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and support