Senior Regional Consultant, Head of Business Development

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

Adhesion Wealth Advisor Solutions Inc. (a subsidiary of AssetMark) is an open architecture managed account administration platform serving the wealth manager community with $15B in platform assets.

This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

The Job/What You'll Do:

The successful Head of Business Development will act as the senior client and prospect engagement officer for AssetMark/Adhesion’s RIA expansion efforts.  The role is primarily accountable for driving growth in the RIA market by leading the identification of and discussions with high-value prospects to increase platform AUM and channel revenue. The successful candidate will act as a “player-coach” to the Senior Solutions Consultants and is intended to act as an exemplar of executive-level engagement and prospect management. In addition, the Head of Business Development will assist with and assign opportunities to the Senior Solutions Consultants in each territory to qualify, educate, and obtain AUM commitments from new advisors.  Finally, the Head of Business Development will be responsible for creating and defining a sales plan to expand our client base in the eastern half of the US. 

Responsibilities:

• Identify and establish new firm relationships
• Act as the senior executive at the firm to field and manage interest from high-value prospects
• Implement an effective client engagement model to develop a pipeline of viable prospects in our target market through coordinated prospecting, industry network, and engagement/influence in marketing efforts

• Act as the senior executive at the firm to field and manage interest from high-value prospects

• Successfully close new business opportunities and shepherd new clients through the onboarding of new assets under management, coordinating with Adhesion’s client support and onboarding teams

• Attend industry conferences and other company-identified events as requested

• Make in-person sales calls as situations dictate

• COI Development

• Act as the senior manager leading the engagement with key centers of influence at custodians and consults

• Provide a strategic “voice of the field” on key market trends or emerging issues

• Engage with product, marketing, investments, services, and other functional groups to provide the sales and commercial view on key initiatives 

Knowledge, Skills, and Abilities:

• Ability to profile prospects through thoughtful, positive, and engaging conversation, acting as the executive presence, and leading key engagements

• Ability to communicate and work effectively with industry partners and centers of influence, other Adhesion employees, and senior managers in building an effective network to generate business

• Project professionalism, competence, and energetic enthusiasm in all interactions, and to command attention and authority with prospects and customers

• Strong proficiency in the investment management and financial advisory business with an understanding of business operating models, technology stacks planning, and investment management approaches

• Ability to travel up to 50%

Education & Experience:

• ​10+ years of sales experience
• 3 + years of direct supervision or managerial experience, preferably of a sales team
• 5+ years of experience in the financial services industry
• FINRA licenses:  Series 6, 63, and 65; and/or 7 and 66; and Series 24 or 26
• Public speaking experience

Compensation: The Base Salary range for this position is between $200,000-$225,000.

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

#LI-hybrid

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.

• Flex Time Off or Paid Time/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

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