Top Tech Jobs & Startup Jobs in Chicago, IL

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.

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.

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.

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.