RIA Business Development Consultant

The Job/What You'll Do:

As an RIA Business Development Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship.

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

Knowledge, Skills, and Abilities:

• 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)

Education & Experience:

• Bachelor’s degree in a business or finance field
• Experience with RIA operating platforms, including trading and managed account solutions
• 7+ years of experience in the financial services industry
• Experience in Face-to-Face Sales
• Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required

Compensation: The Base Salary range for this position is between $120,000-$130,000.

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 a comprehensive sales incentive package 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.