Director, Strategic Accounts

AssetMark

1d•$190,000 - $215,000•Hybrid

About The Position

The Director, Strategic Accounts is an external leadership role leading the team of Senior Strategic Account Managers, overseeing AssetMark’s largest and most complex strategic relationships. Your self-starting personality will be a seamless fit in our empowering environment as you drive results to maintain and strengthen our core strategic partner relationships. We will rely on your ability to work autonomously and to develop viable, strategic and tactical plans designed to support AssetMark’s Corporate strategy. This is a crucial and highly visible role in which your collaboration, communication, organization, results orientation, strategic mind and competitive drive will allow you to generate significant results.

Requirements

Capacity to navigate complex relationships with multiple stakeholders
Personable with excellent communication skills, including comfort with public speaking
Strong time management/organizational skills
Bachelor’s Degree or equivalent experience
Minimum five years of sales experience
10+ years working in a relationship management/business development role with financial services firms (broker/dealers preferred)
5-7 years of prior people management experience with coaching, mentorship, and developing staff
Advanced technical knowledge with Salesforce.com and other CRMs is preferred
FINRA Series 63 or 65
FINRA Series 7 is preferred
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Responsibilities

Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth
Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards
Model a culture of accountability, collaboration, and continuous improvement
Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation
Thoroughly understand strategic partners’ overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark’s goals
Plan development focusing on key strategic initiatives to meet AssetMark’s revenue growth, to reach prescribed sales targets, and growth metrics
Identify key advisors within existing firms to exert influence and advocacy with key advisory executives
Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards
Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms
Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors
Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives
Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence.
Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark’s positioning and identify areas of differentiation
Frequent travel is necessary to meet responsibilities