What are the responsibilities and job description for the Senior Solutions Consultant position at Assetmark?
Job Description :
The Job / What You'll Do :
A dhes i on i s l oo ki ng f or an e n tr ep r en e u ri a l , self-st a rti ng and motivate d i n di v idu al t o d ev e l op new c li ent r e l a ti onsh i ps fo r A dhe si on i n t he in dep e nd e nt R e gist e r ed I n v e stm ent A d vis o r y (RIA ) and Bro k e r-D ea l er (IBD ) m a rk e ts , u si ng a con s u ltativ e s ellin g p ro ce ss .
Responsibilities :
- P r o fe s sionall y r ep res e n t t he ful l co m p l e me nt of A dhes i on ' s ma n age d in v e s tin g s ervic e s
- D e v e l op a larg e p i p eli ne o f via b l e prospect s i n ou r targe t marke t t h r ou g h coo r d i n ate d p r o sp e cti ng wit h you r m an a ger and t h r o ug h ac tiv e n etw o rki ng i n t he industr y an d wit h Adhesion' s externa l partners
- K ee p timel y
- an d detaile d record s i n th e company' s sale s trackin g syste m
- I n tr oduce p r osp e ct firm s t o t he A dhe si on P latfor m t h ro u g h a c o n s u lt a tiv e s al es p ro ce ss , wit h t he ab ilit y t o s ho w how t he A dhe si on p l a tf o r m wil l be bene fi c i al t o t he i r bus i ne ss
- U nde rst and the p ro sp ect' s i n ve s tm ent p r o gr am de sig n o bje c tiv e s , con sul t on d e s ig n o pti o n s, an d i n co nj un ctio n
- wit h A d h e si on ' s i n v e stm ent co n su lti ng t ea m , f ac ilitat e t he pr e s en t a ti on o f ap pr o pri a t e i n v e stm ent o pti on s
- A b ilit y t o s uc c e ssf u ll y c l o s e new bu si n e ss o p po rt u nitie s a nd t o s h eph er d n ew c li e nt s t h r ou g h t he onboa r d i ng of n ew assets u n der m ana g e m ent i n a c o op er a tiv e fa sh io n wit h A dhe sio n ' s cli ent supp or t and
- r e l a ti ons hi p m ana g e m ent te a ms
- Atte nd i n d us tr y c o n fer en ce s and ot her company-identified e v e nt s as re que st e d
- M a k e in- pe r son sale s call s a s s it ua ti o n s d i c tate s
- Oth er d uti es m ay be as sig ned
Knowledge, Skills, and Abilities :
Education & Experience :
Compensation : The Base Salary range for this position is between $95,000-$120,000.
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.
LI-CR1
Adhesion
Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements.
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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Salary : $95,000 - $120,000
