Jobs at AssetMark

Internal Sales Representative supporting Business Development to drive territory strategy, engage prospects via web/phone/email, manage leads and Salesforce contacts, assist RFP responses, perform market research, maintain sales collateral, and collaborate to grow advisor relationships and territory performance.

Serve as a senior, external-facing private markets expert partnering with sales to drive advisor adoption of private market strategies. Build advisor relationships, deliver presentations and educational content, develop territory strategies, support sales production/net flows, and inform product positioning using CRM and market insights. Travel extensively across assigned territory.

Lead territory sales to financial advisors, promoting AssetMarks wealth management platform. Support advisor onboarding and presentations, manage pipeline with CRM, evaluate advisor needs, and travel to offices and industry events to grow platform distribution.

Business Consultants assess and improve business performance for AssetMark advisors, providing guidance on various operational aspects while ensuring client satisfaction and relationship management.