SVP of Business Development responsible for raising capital for KeyBank’s equity syndication efforts. Working with investors on affordable housing projects and strategic partnerships.
About the role
- Business Development Consultant focusing on engaging with Advisors at AssetMark. Advising on investment solutions and onboarding relationships to enhance advisory practices.
Responsibilities
- Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings
- Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
- Provide consultative support on product details, performance, portfolio positioning, and investment allocations
- Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
- Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team
- Travel up to 30% to attend company, client, and territory events
Requirements
- Bachelor’s degree in a business or finance field
- 4+ years of experience in the financial services industry
- 4+ years of phone and in-person sales experience
- Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required
- Candidates must be legally authorized to work in the US to be considered.
- Experience evaluating managed money platforms
- 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
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