SDBA Business Development Consultant (Western Region)

The Job/What You'll Do:

The SDBA Business Development Consultant is responsible for leading the growth and development of AssetMark’s Self-Directed Brokerage Account Solution for the western region at AssetMark. This role focuses on consulting with advisors to assist them with navigating the complexities of managing individual SDBA’s inside of retirement plans and positioning AssetMark as the investment solutions leader in the space.   

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA or Phoenix, AZ. Or remote, but geographically located West of the Mississippi.

Responsibilities:

• Market Development: Develop deep and meaningful relationships with AssetMark sales teams, advisors, and recordkeeping wholesalers to identify business opportunities.
• Client Acquisition: Actively seek new client relationships and manage the sales lifecycle from prospecting to closing. Educate, influence, and persuade advisors on the key benefits of the AssetMark SDBA program.
• Relationship Management: Build and maintain long-term relationships with financial advisors, ensemble teams, and recordkeeping wholesalers. Manage advisor escalations timely to ensure client satisfaction and retention.
• Business Development Excellence: Proactive and continuous outreach to prospective clients utilizing internal and external networks, Salesforce, Discovery Database, marketing campaign leads, etc. while maintaining a sales pipeline
• Networking and Outreach: Attend/Present at AssetMark and industry conferences, networking events, and seminars to promote the organization’s retirement services, expanding the network of potential advisory clients and partners.
• Collaboration: Work closely with internal teams, including compliance, operations, and marketing, to ensure alignment in service offerings and messaging in the marketplace.

Knowledge, Skills, and Abilities:

• Exceptional communication, negotiation, and interpersonal skills
• Strong analytical and strategic thinking abilities, with a focus on client needs and business objectives
• Proficiency in Salesforce and Microsoft Office Suite
• Ability to work independently and as part of a team in a fast-paced environment
• Able to travel up to 40% of the time based on territory

Education & Experience:

• Bachelor’s degree in business administration, Finance, or a related field preferred
• 5-10 years proven experience in business development or sales with SDBA accounts, specifically PCRA and BrokerageLink and/or retirement plan industry experience
• FINRA Series 6 (or 7), 63, and 65 (or 66) are required

Compensation: The Base Salary range for this position is between $100,000-$125,000.

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:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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.