Want to know if this job is worth applying to?
Phoenix, Arizona, United States
Hybrid
Not Available
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.
Our role in service on the Gold Team is to be available immediately for our Gold Financial Advisors, and to provide exceptional service delivered with Emotional Connection ensuring our advisors feel they are appreciated, cared for and understood. Prioritizing and building the relationships with our Gold offices through every interaction allows us to create a competitive advantage and add value through service. The Gold team was synergistically built by bringing together Service, Operations and New Business associates dedicated fully to improve and exceed expectations for our Gold offices.
In Gold Service, the Gold Service Specialist partners with their dedicated Gold Relationship Manager with the goal of providing their assigned advisors with “best in class” service and operations experience in the financial services industry. By delivering personalized, proactive, customized support to each Gold Advisor practice, the Gold Relationship Manager will ensure every Gold Advisor:
· Is a “Promoter” of the Gold Service Model
· Is highly satisfied with their operations experience
· Enjoys extended longevity on our platform
Gold best in class service to be measured by:
· Operations and Service Net Promotor Score
o Establish and maintain Ops/Service NPS greater than 80% promoters
o Goal of Zero Detractors
· Continuously Improving Quarterly Relationship Management Scorecard Results
The Gold Relationship Manager is an expert in all areas of the AssetMark platform with deep financial services industry knowledge that provides both concierge and consultative support services, customized to meet the unique needs of their Gold Advisors on the AssetMark platform. The Gold Service Specialist partners with their Gold Relationship Manager and pulls from all their resources inside and outside the firm and the Gold Team to add value to the Gold Advisor Practice.
The Gold Relationship Manager (RM) provides dedicated service support to Financial Advisors that have at least $50 million in Assets on the AssetMark platform.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.
Responsibilities include:
Basic Qualifications Required:
Preferred Qualifications:
Compensation: The Base Salary range for this position is between $65,000-$75,000.
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 additional variable incentive compensation 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-hybrid
#LI-TE 1
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.
