Manager of Business Development responsible for TRUSync Grid Data Management solutions. Collaborating across teams to drive sales and develop market strategies in the utility sector.
About the role
- Business Development Consultant fostering relationships and promoting AssetMark's investment solutions to independent advisors. Engaging prospects and facilitating solutions for growth in financial services.
Responsibilities
- Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory
- Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions.
- 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.
- Through proactive phone sales utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc): Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions.
- Educate, advise, and consult prospective advisors on our wealth management platform investment, practice management and client relationship offerings.
- Use active listening skills to stay flexible to potential client needs, questions, and changing circumstances.
- Help advisors to understand and learn how to explain platform fees and costs to their clients as well as discuss and evaluate specific objections which they may raise.
- Keep current on all investment information as it relates to the following: the investment platform, marketing materials, operations, industry news, and current market events.
- Generate and maintain a pipeline of qualified prospects utilizing Salesforce opportunities processes to facilitate effective handoffs to the Regional Sales Team.
- Attend and make public presentations at advisor or other meetings: Be able to communicate confidently and fluently on different presentations used by the AssetMark sales team and financial advisors.
- Promote and attend Broker/Dealer Conferences, lead acquisition and other relevant regional meetings.
- Ability to travel at least 30% of the time within the territory or other field meetings.
- Lead and be a resource to fellow team members and to the broader sales organization
- Participate in mentorship and training new associates as they are onboarded
- Represent the Business Development team by presenting best practices, success stories, and strategies at sales meetings
- Participate in panels and project teams to lend business development perspective to committees working on platform enhancements
Requirements
- FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
- 2+ years experience as a Business Development Specialist and/or Consultant
- Consultative sales approach.
- Demonstrated ability to effectively consult with and educate advisors, and advisor’s clients, regarding investment platforms that are consistent with client’s individual stated objectives, circumstances, and needs.
- Demonstrated territory management skills.
- Demonstrated problem solving skills.
- Demonstrated ability to actively listen and communicate over the phone.
- Demonstrated written and verbal communication skills.
- Demonstrated time management and organizational skills.
- Demonstrated ability to partner with and lead a team.
- Demonstrated Multi-tasking skills
- A self-starter who takes initiative and can work independently.
- Experience evaluating managed money platforms.
- Prior Salesforce.com experience.
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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