Business Development Consultant fostering relationships and promoting AssetMark's investment solutions to independent advisors. Engaging prospects and facilitating solutions for growth in financial services.
AS
AssetMark
Currently Hiring
About the company
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients.
With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency.
Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.
Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households.
As of December 31, 2022, the company had $91.5 billion in platform assets.
With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
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12 jobs found
Sales Intern at AssetMark assisting the internal sales team with reports and campaign management. Gaining financial services experience while supporting Salesforce.com projects and administrative duties.
Corporate Development Director responsible for supporting AssetMark's growth through acquisitions and partnerships. Evaluating opportunities, conducting research, and preparing executive - ready materials.
Customer Experience Resolution Analyst providing support to financial advisors reporting operational dissatisfaction. Focused on resolving concerns and maintaining client relationships in a hybrid work environment.
Senior Event Lead managing event marketing communications at AssetMark, supporting financial advisors with impactful event experiences. Overseeing event programs and leading a team of coordinators in a hybrid workplace.
National Consultant managing an existing book of business for investment solutions at AssetMark. Supporting financial advisors in maximizing their impact and driving business growth through the platform.
Customer Experience Resolution Analyst supporting dissatisfied advisors and clients at AssetMark. Resolving operational issues and enhancing service - based competitive advantage while working in a hybrid environment.
Sales Coordinator at AssetMark managing financial reports and supporting the sales team. Requires strong communication and organizational skills in a high - paced environment.
Director of Network Engineering leading the design, implementation, and operation of network infrastructure. Overseeing daily operations and managing a team for optimal performance and security.
Account Operations Specialist handling client - directed requests for AssetMark. Ensuring timely and accurate processing while providing excellent service to financial advisors.
Partner Custodian Case Manager ensuring seamless account openings on the AssetMark platform. Focused on providing top - notch service to advisors and clients during account setup process.
Sales Consultant partnering with financial planners to drive product sales and nurture relationships. Focusing on prospecting, managing sales requests, and supporting advisors' needs.