Advisor Success Consultant

The Job/What You'll Do:

As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their client’s financial wellness needs. In this high-profile role, you’ll focus on retaining, uncovering, and cultivating the sales opportunities which represent the biggest impact to your territory.

Our Advisor Success Consultants each work with a book of about 200 financial advisors who have added business to the platform in the last year and hold between $1-$15M in AUM. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem solving, and helping to identify areas where Advisors can improve their practice’s growth trajectory.

You will be provided capabilities, products, ideas, and support to enable you to inspire your relationships to become the most impactful financial advisors they can be within their communities. The Advisor Success Consultant will be based in Chicago, Phoenix, or Encino and will have a hybrid work schedule of in-office and working from home. Expected travel to company and territory events is 30% for this position.

The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

Compensation: The Base Salary range for this position is between $50,000-$60,000.

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.

Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $65,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in either Chicago, IL, Encino, CA, or Phoenix, AZ.

Responsibilities:

• Diagnose Advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark
• Build long-lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations
• Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings
• Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities
• Demonstrate expertise in consulting with advisors on portfolio construction and investment product details both conceptually and specifically during the point-of-sale interactions
• Cultivate an on-going consultative relationship with given book of business to foster more positive net flows vs. prior year
• Leverage corporate and regional events to encourage face-to-face interaction with yourself as the advisor’s consultative business partner
• Collaborate within two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area

Knowledge, Skills, and Abilities:

• Consultative sales approach
• History of success in previous roles while exceeding personal & sales goals
• Territory management skills
• Problem-solving skills
• The ability to communicate and sell over the phone, by email, and in person
• Time management and organizational skills
• The ability to partner with a team
• A self-starter who takes initiative and can work independently
• Experience selling managed money platforms
• Prior Salesforce.com experience