Senior Investment Specialist, AssetMark Investment Solutions

AssetMark • Concord, CA

86d • $175,000 - $200,000

About The Position

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients. We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We’re seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform’s subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC or Concord, CA.

Requirements

• 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals.
• Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations.
• Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients.
• Proven ability to build trust with internal sales team, advisors, and end-clients.
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Nice To Haves

• CFA or CAIA Certification Preferred (or currently enrolled).
• Series 65? Active License.
• Bachelor's Degree in Finance, Economics or similar and/or equivalent job experience.

Responsibilities

• Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth.
• Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings.
• Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events.
• Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions that address their specific needs.
• Be a thought leader for private markets on the platform and in the industry – author blogs, appear on third-party webinars/podcasts, and speak at conferences – to further AssetMark’s role as a leader in the private markets and wealth space.
• Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages.
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Benefits

• Flex Time Off or Paid Time/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
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees