Sales Coordinator Team Lead

Job Description:

The Job/What You’ll Do:

Leads the ongoing development and support of the Sales Coordinator team through coaching, training, feedback, best-practice sharing, and performance accountability. Partners with Internal Sales Leaders and Sales Training on staffing models, hiring, licensing, training plans, and initiatives that improve productivity and business growth. Oversees day-to-day operations, including the Sales Coordinator queue, staffing, timecards, escalated questions, advisor situations, and other assigned responsibilities.

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

Responsibilities:

• Ongoing support and development of assigned Team of Sales Coordinators
• Work closely with Internal Sales Leaders to develop appropriate staffing models/assignments to support business growth
• Work closely with Sales Leader to interview and hire new Sales Coordinators/Associates
• Develops, along with Sales Training, the initial, and ongoing training and development plans for Sales Coordinators
• Conducts one-on-one check-in meetings with each Sales Coordinator as needed to review coaching needs, task and accuracy reviews, productivity and efficiency ideas, and ongoing training support
• Proactively gathers feedback from the Internal Sales Teams & Leaders regarding processes, potential coaching needs, productivity & efficiency ideas, and ongoing training support for the Sales Coordinator Team
• Conduct group meetings to facilitate the promotion of idea sharing, best practices, peer training, and other best practices for the role
• Gather feedback, ideas, and process improvements from the Sales Coordinator Team and work closely with the Internal Sales Leaders and/or functional department to help implement
• Work closely with other Sales Managers to develop and implement plans to increase production across the Sales Coordinator Team
• Day-to-day management of Sales Coordinators, including, but not limited to: sales coordinator request queue management, timecards/PTO/daily staffing, primary point-of-contact for escalated questions, or escalated/time sensitive/requests or advisor situations
• Holds the team accountable to pursuing and completing licensing within the provided timelines
• Other duties as assigned

Knowledge, Skills, Abilities:

• Strong leadership, coaching, mentoring, and motivational skills
• Ability to provide clear, timely, and constructive feedback
• Ability to analyze performance metrics and use data to identify trends and opportunities
• Consultative approach to team building and training
• Demonstrated problem-solving skills
• Demonstrated ability to communicate over the phone and in person
• Demonstrated written and verbal communication
• Demonstrated time management and organizational skills
• Demonstrated ability to build trusting relationships and collaborate effectively across teams
• A self-starter who takes initiative and can work independently
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint), Morningstar, personalfund.com, Riskalyze
• Proficient in using AssetMark proprietary technology

Education & Experience:

• BA or BS is Required
• 4+ years of experience in the financial services industry is preferred
• 1+ year in the AssetMark Sales Coordinator Role
• Experience in Training and Development
• Extensive public speaking experience
• AssetMark Salesforce.com experience
• FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 6, preferred
  

Compensation: The Base Salary range for this position is between $80,000-$90,000.

 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.

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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.