Sales Coordinator

The Job/What You'll Do: 

As a Sales Coordinator at AssetMark, the leading provider of investment solutions for independent financial planners, you will play a vital role in supporting our sales team while gaining valuable experience in a dynamic and multifaceted environment. This role offers substantial growth potential in sales, finance, and more. This is an ideal opportunity for a strong communicator with a talent for problem-solving who enjoys helping customers achieve their goals. 

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

Responsibilities: 

• Generate and manage financial reports for the sales team  
• Perform maintenance and administration tasks within Salesforce 
• Order marketing materials for advisors, prospective advisors, and sales team 
• Execute call campaigns to drive participation in conferences, webinars, and regional events
• Perform other related duties as assigned to support the team’s goals

Knowledge, Skills, and Abilities: 

• Strong time management and organizational skills  
• Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
• Self-motivated with the ability to work independently  
• Strong interpersonal and phone communication skills  
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) 

Education & Experience: 

• Bachelor’s degree in a business or finance field 
• Sales or customer service experience

Compensation: The Base Salary range for this position is between $45,000-$50,000.

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.