Teams at AssetMark

Support the Advisor Sales organization by managing sales processes, quota measurement, forecasting, territory and goal setting, Salesforce administration, dashboard and PowerBI reporting, driving tool adoption, and executing ad hoc projects to deliver sales insights and accurate forecasts.

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.

Partner with senior sales team to drive product sales to independent financial advisors. Prospect and maintain pipeline using CRM, provide point-of-sale consultation on products and fund performance, fulfill sales material requests, assist with basic service inquiries, support territory growth, and stay current on market and platform updates.