Want to know if this job is worth applying to?
United States
Hybrid
Not Available
The Job/What You’ll Do:
Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, develop direct business strategies, perform business assessments, make recommendations, and identify solutions. This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas.
Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work-product development, and designing, documenting, and implementing resources with and for advisors.
Business Consultants must be able to speak with prospects, facilitate discussions, and deliver live and virtual presentations to large and small groups.
Business Consultants may spend up to 50% of their time traveling to client offices, speaking engagements, and professional development seminars.
Responsibilities:
Business Consulting:
Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning)
Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice
Design, direct, and develop business strategies and solutions to meet client needs, including, but not limited to:
Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones
Developing management and supervisory skills for advisors and staff
Improving work performance and organizational communication
Increasing team member motivation and morale
Defining the company’s mission, goals, and objectives
Achieving customer satisfaction and customer loyalty
Coaching, guiding, and training employees
Raising the company’s client base and market segment
Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation
Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions
Provide appropriate and meaningful advice related to the growth and development of client's business
Provide succession planning and M&A support, conduct due diligence, and source potential deals
Perform and supervise complex research and analysis
Design, direct, and draft client work product, review and approve work product from the consulting team
Maintain excellent client relationships and deliver results, ensuring a positive client experience
Business and Organizational Development:
Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives
Participate in designing and delivering consulting subject matter presentations for educational and marketing purposes
Participate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to:
Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives
Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention
Manage consulting engagements according to firm standards of practice, including using approved forms, templates, and materials
Utilize Salesforce and other technology according to the protocol to report, track and manage all client engagements, activities, and opportunities
Lead, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management
Participate in and support full and purposeful integration with and support the AssetMark Sales Team
Provide training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and support
Consultants may be required to travel as much as 50% of the time, depending on business and client needs
Assess and qualify advisors’ readiness for succession or acquisition by understanding their current business objectives, timeline, ownership structure, financial position, and level of preparedness
Conduct initial discovery conversations to determine where advisors are in their business lifecycle, journey, and identify the appropriate resources, education, or consulting pathway to advance their goals
Knowledge, Skills, and Abilities:
Education & Experience:
Compensation: The base salary range for this position is between $175,000 - 200,000.
These ranges reflect the base salary AssetMark reasonably expects to pay for this position, based on factors including job-related knowledge, skills, education, experience, and work location. This position is also eligible for additional variable incentive compensation and a competitive benefits package.
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
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.