RIA Business Development Consultant
About The Position
As an RIA Business Development Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts. 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.
Requirements
- Demonstrated 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 proven ability to work independently
- Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Strong knowledge of SMAs, direct indexing, and tax management services
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- Bachelor’s degree in a business or finance field
- Experience with RIA operating platforms, including trading and managed account solutions
- 7+ years of experience in the financial services industry
- Experience in Face-to-Face Sales
- Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are 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
- Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territories
- Identify individual objectives, circumstances, and needs of the advisor’s business and their client base to assist them in evaluating potential solutions
- Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations
- Educate, advise, and consult prospective advisors on our wealth management platform, investment, practice management, and client relationship offerings
- Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances
- 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 to facilitate a handoff to the regional sales team
- Confidently present AssetMark’s value proposition at advisor-attended events, utilizing existing presentation resources
- Ability to travel at least 30% of the time within the territory or other field meetings
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
