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AssetMark · 18 hours ago

Director, Strategic Accounts

United States

Full-time

Remote

Senior Level, Lead/Staff

$190K/yr - $215K/yr

10+ years exp

AssetMark is a company shaping the future of financial services, and they are seeking a Director of Strategic Accounts to lead a team of Senior Strategic Account Managers. This role involves overseeing complex strategic relationships and driving results to maintain and strengthen partnerships while aligning with the company's corporate strategy.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth

Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards

Model a culture of accountability, collaboration, and continuous improvement

Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation

Thoroughly understand strategic partners’ overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark’s goals

Plan development focusing on key strategic initiatives to meet AssetMark’s revenue growth, to reach prescribed sales targets, and growth metrics

Identify key advisors within existing firms to exert influence and advocacy with key advisory executives

Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards

Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms

Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors

Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives

Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence. Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark’s positioning and identify areas of differentiation

Frequent travel is necessary to meet responsibilities