Head of Strategic Relationship Management

The Job/What You’ll Do:

The Head of Relationship Management (HRM) serves as the senior client engagement and revenue leader for AssetMark | Adhesion’s RIA growth strategy. This role is accountable for expanding assets under management and revenue with existing clients in the RIA channel by leading enterprise‑level relationships, advisor‑level adoption, and a high‑performing Relationship Management organization.

The HRM is responsible for both setting the relationship management strategy and ensuring disciplined execution across key enterprise RIA clients, multi‑advisor firms, and strategic growth relationships. This includes direct ownership of senior executive relationships, active participation in priority client engagements, and oversight of structured, repeatable relationship management and sales efforts that drive advisor adoption, platform utilization, asset onboarding, and long‑term retention.

The successful candidate will lead strategic engagements with RIA home offices and executive leadership while also ensuring consistent, day‑to‑day execution at the advisor and firm level. This role requires balancing long‑range growth planning with hands‑on involvement in account planning, pipeline management, onboarding oversight, and internal coordination to deliver measurable outcomes.

As leader of the Relationship Management function, the HRM will mentor and develop Relationship Managers into effective salespeople for their assigned client groups—deeply knowledgeable about each firm’s business model, advisor segmentation, growth objectives, operating structure, and technology and investment ecosystem.

The Relationship Management team maintains responsibility for a portfolio of critical, high‑value RIA relationships. Accordingly, the HRM owns forecasting accuracy, account planning rigor, budget discipline, and attainment of growth targets across existing relationships and newly onboarded RIA firms. Success in this role requires intellectual curiosity, a consultative approach, and the ability to work seamlessly across sales, service, investments, technology, and product teams to deliver and retain expected assets.

Responsibilities:

Strategic Leadership & Client Engagement:

• Serve as the firm’s senior executive leader for RIA client engagement, owning C-suite and executive-level relationships at key enterprise and multi-advisor RIA firms
• Establish the overall RIA relationship management strategy, including engagement models, account segmentation, sales coverage frameworks, and growth priorities
• Develop a deep understanding of RIA operating models, advisor economics, growth strategies, and decision-making frameworks to inform engagement and solution design
• Act as a strategic advisor to executive leadership on RIA market trends, client needs, competitive dynamics, and emerging opportunities
• Represent AssetMark | Adhesion externally as a senior voice to clients, industry partners, conferences, and media when appropriate

Execution & Revenue Growth:

• Maintain direct involvement in priority client relationships and strategic accounts, including participation in executive meetings, advisor roadshows, and critical growth initiatives
• Lead the development and execution of detailed account plans for enterprise RIA clients, ensuring clear objectives, milestones, and accountability
• Drive advisor-level adoption of the platform through coordinated sales strategies and ongoing client engagement initiatives
• Ensure disciplined pipeline management, forecasting accuracy, and tracking of AUM and revenue growth across the Relationship Management team
• Partner closely with onboarding, service, and implementation teams to deliver seamless client and advisor transitions and accelerate asset flows

Team Leadership & Cross-Functional Collaboration:

• Lead, coach, and mentor the Relationship Management team in best-in-class RIA relationship management and consultative sales practices
• Establish clear expectations, operating rhythms, and performance metrics tied to retention, penetration, asset growth, and client satisfaction
• Work cross-functionally with service, marketing, legal, investments, technology, and product teams to align on client priorities and deliver holistic solutions
• Translate “voice of the client” insights into actionable feedback that informs platform enhancement, service improvements, and product development

Knowledge, Skills, and Abilities:

• 10+ years of enterprise-level sales and relationship management experience within 
  wealth management or financial services, with direct exposure to the RIA channel
• Proven ability to lead and scale high-performing relationship or sales teams while remaining actively engaged in key client execution
• Deep understanding of RIA business models, advisor compensation structures, practice management dynamics, technology stacks, and investment solutions
• Demonstrated success driving advisor adoption and platform growth within complex, 
  multi-advisor RIA environments
• Strong executive presence with the ability to lead high-stakes conversations and influence senior decision-makers
• Excellent communication, presentation, and public speaking skills
• Highly consultative mindset with the ability to uncover growth opportunities through thoughtful, insight-driven dialogue
• Collaborative leadership style with a track record of working effectively across internal teams and external partners
• Willingness to travel up to 40%

Compensation: The Base Salary range for this position is between $220,000-$280,000.

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.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• 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 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.