Business Development Consultant (Sales)

AssetMark • Chicago, IL

3d • Hybrid

About The Position

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 new presentation into a long-term relationship.

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

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level