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AssetMark · 6 hours ago

Senior Regional Consultant, Head of Business Development

California, United States

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

$200K/yr - $225K/yr

10+ years exp

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Head of Business Development will drive growth in the RIA market, lead client engagement efforts, and create a sales plan to expand the client base in the western half of the US.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Identify and establish new firm relationships

Act as the senior executive at the firm to field and manage interest from high-value prospects

Implement an effective client engagement model to develop a pipeline of viable prospects in our target market through coordinated prospecting, industry network, and engagement/influence in marketing efforts

Act as the senior executive at the firm to field and manage interest from high-value prospects

Successfully close new business opportunities and shepherd new clients through the onboarding of new assets under management, coordinating with Adhesion’s client support and onboarding teams

Attend industry conferences and other company-identified events as requested

Make in-person sales calls as situations dictate

COI Development

Act as the senior manager leading the engagement with key centers of influence at custodians and consults

Provide a strategic “voice of the field” on key market trends or emerging issues

Engage with product, marketing, investments, services, and other functional groups to provide the sales and commercial view on key initiatives

Qualification

Sales experienceFinancial services experienceClient engagementPublic speakingProject managementNetworkingProfessionalismInvestment management knowledgeTeam leadershipCommunication skills

Required

10+ years of sales experience

3 + years of direct supervision or managerial experience, preferably of a sales team

5+ years of experience in the financial services industry

Public speaking experience

Ability to profile prospects through thoughtful, positive, and engaging conversation, acting as the executive presence, and leading key engagements

Ability to communicate and work effectively with industry partners and centers of influence, other Adhesion employees, and senior managers in building an effective network to generate business

Project professionalism, competence, and energetic enthusiasm in all interactions, and to command attention and authority with prospects and customers

Strong proficiency in the investment management and financial advisory business with an understanding of business operating models, technology stacks planning, and investment management approaches

Ability to travel up to 50%