Jobs at AssetMark

The Senior Manager, Corporate Strategy supports strategic planning and business transformations, partnering with leadership to drive growth initiatives and market analysis, while communicating priorities and recommendations across the organization.

The VP of Analytics will lead the analytics strategy at AssetMark, overseeing operations, advanced analytics solutions, and team development to enhance client experiences and business performance.

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.

The Sales Consultant Specialist supports the sales team by managing administrative tasks, enhancing client relationships, and providing training on the AssetMark platform. Responsibilities include communication, organization, and utilizing sales software.

Deliver sales performance analytics, reporting, and Salesforce/CRM enablement to support sales teams. Measure KPIs, optimize territory coverage, improve forecasting and pipeline management, and collaborate cross-functionally to drive data-driven sales strategies and operational efficiency.

This role focuses on driving adoption of AssetMark's Private Wealth offering through business development and relationship management with financial advisors, focusing on high-net-worth clients.