Internal Relationship Manager

The Job/What You'll Do:

Partner with Relationship Managers, the growth engine for our RIA-focused business. Support Adhesions' ongoing efforts to grow relationships through deeper client integration, swift client onboarding, and client retention. Work closely with Relationship Managers to conduct detailed due diligence on clients’ business models and practices.  Assist Relationship Managers to maintain a book of business, including the forecasting and delivery of sales goals and targets, through dynamic account plans for both existing relationships and newly minted relationships in asset onboarding.  Demonstrate proactive curiosity and the ability to develop key relationships and collaborate internally with our service and solutions teams to realize and retain full expected assets.  

This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Responsibilities:

• Build and maintain a strong working relationship with an assigned group of current clients

• Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms

• Develop expertise in Adhesion's various value-add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ programs through active consulting with the advisory firm

• Seek opportunities to increase wallet share through asset onboarding, winning outside assets, or positioning firms to grow by introducing more outsourcing options

• Retain firms by identifying possible threats and maintaining a strong relationship

• Work with the marketing team to create campaigns for current clients, which highlight value add services of the platform

• Familiarize with the industry, trends, and solutions that continually enhance Adhesion's platform or overall offer to advisors

Knowledge, skills, and abilities:

• Ability to quickly learn managed accounts and technological solutions and adapt in a fast-paced environment

• Excellent organizational skills, including the ability to effectively plan, organize, and prioritize tasks

• Strong written and verbal communication skills

• A self-motivated, client-centric teammate

Education & Experience:

• Undergraduate Degree

• Minimum of 3-5 years of financial services experience preferred

Compensation: The Base Salary range for this position is between $70,000-$80,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and 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 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.