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AssetMark · 1 week ago

Senior Investment Specialist, AssetMark Investment Solutions

United States

Full-time

Remote

Senior Level

$175K/yr - $200K/yr

5+ years exp

AssetMark is a company focused on developing innovative investment strategies and portfolios for financial advisors. They are seeking a Senior Investment Specialist to educate advisors on private market solutions, drive product adoption, and engage with sales teams to enhance relationships with financial advisors.

AdviceConsultingFinancial Services

No H1B

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

Qualification

Private markets distributionCFACAIA CertificationCRM tools proficiencyPrivate credit knowledgePortfolio construction conceptsExceptional communicationRelationship building

Required

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

Series 65? Active License

Bachelors Degree in Finance, Economics or similar and/or equivalent job experience