AssetMark · 1 month ago
RIA Business Development Consultant
United States
Full-time
Remote
Senior Level
$120K/yr - $130K/yr
7+ years expAssetMark is the leading provider of investment solutions for independent financial planners, and they are seeking an RIA Business Development Consultant to create and manage business partnerships with new RIA advisors. The role involves promoting advisor acquisition, consulting on product offerings, and maintaining a sales pipeline to support territory growth.
AdviceConsultingFinancial Services
No H1B
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
Qualification
Required
Bachelor's degree in a business or finance field
7+ years of experience in the financial services industry
Experience with RIA operating platforms, including trading and managed account solutions
Experience in Face-to-Face Sales
Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required
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)
Ability to travel at least 30% of the time within the territory or other field meetings
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase