Regional Investment Sales Specialist

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

The Job/What You'll Do:

Assetmark Investments crafts innovative, outcome-oriented investment portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients.

We are looking for an experienced Investment Sales Specialist. This is sales focused role that combines your ability to speak to the investment approach at the most detailed levels together with your strong presentation skills. The primary activity is to build strong partnerships with Assetmark wholesalers to support opportunities as they emerge, but also to promote and create additional opportunities as you develop direct relationships with advisors.

The position can involve significant travel and currently is planned for areas in the Southeast. The preference is for candidates who live in Georgia or Florida.

Responsibilities:

• Proactively reach out to internal sales teams to promote our products
• Promptly respond to incoming questions and inquiries from internal advisors
• Provide feedback internally on suggestions to improve products and sales materials
• Other duties as assigned

Knowledge, Skills, Abilities:

• Well-organized and process-oriented
• Ability to improvise and think on the fly
• Extensive experience presenting detailed investment presentations
• Ability to build strong professional relationships with AssetMark sales and Independent Advisors
• A demonstrable passion for the markets and investments and the ability to explain macro trends and their impact on investments
• Strong presentation skills: in person, zoom, and/or via phone
• Comprehensive understanding of the Independent Advisor market
• Self-starter

Education & Experience:

• Minimum 10 years of experience in field preferred
• Bachelor's Degree in Finance, Economics or similar and/or equivalent job experience

Compensation: The Base Salary range for this position is between $110,000-$125,000.

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.

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
• Hybrid Work Schedule

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