Business Consultant

AssetMark; California (MO); On-site; USD 130,000 - 155,000; Full time

Benefits offered by this job

Competitive benefits package

Variable incentive compensation

Job summary

AssetMark is seeking experienced Business Consultants to provide expert advice and solutions to clients in the financial services industry. This role involves close collaboration with the sales team to enhance client relationships and improve business performance.

Candidates should have a Bachelor's Degree and a minimum of 5 years of relevant experience. The expected salary range for this role is between $130,000 and $155,000, with opportunities for additional compensation.

Qualifications

• Understanding of financial services industry and best practices.
• Intellectual, analytical, and reasoning abilities.
• High level of professionalism and attention to detail.

Responsibilities

• Assess and advise clients on business strategy and planning.
• Manage client engagements and coordinate with consulting team.
• Design and develop business strategies to meet client needs.
• Provide ongoing assessment of client situations and progress.

Skills

Business principles understanding

Excellent communication skills

Analytical abilities

Organizational skills

Ability to multitask

Education

Bachelor's Degree in relevant field

5+ years in business consulting

Tools

Salesforce

Excel

Word

Job description

Job Overview

Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, develop direct business strategies, perform business assessments, make recommendations, and identify solutions. This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas. Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work‑product development, and designing, documenting, and implementing resources with and for advisors. Business Consultants must be able to speak with prospects, facilitate discussions, and deliver live and virtual presentations to large and small groups. Business Consultants may spend up to 50% of their time traveling to client offices, speaking engagements, and professional development seminars.

Responsibilities

• Assess, analyze, and advise advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
• Manage client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice.
• Design, direct, and develop business strategies and solutions to meet client needs, including consulting, advising, and creating programs to fill the gaps between actual situations and desired ones.
• Develop management and supervisory skills for advisors and staff.
• Improve work performance and organizational communication.
• Increase team member motivation and morale.
• Define the company’s mission, goals, and objectives.
• Achieve customer satisfaction and customer loyalty.
• Coach, guide, and train employees.
• Raise the company’s client base and market segment.
• Conduct client on‑site meetings, telephone conferences, and webinars according to Engagement Standards documentation.
• Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions.
• Provide appropriate and meaningful advice related to the growth and development of client’s business.
• Provide succession planning and M&A support, conduct due diligence, and source potential deals.
• Perform and supervise complex research and analysis.
• Design, direct, and draft client work product; review and approve work product from the consulting team.
• Maintain excellent client relationships and deliver results, ensuring a positive client experience.
• Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives.
• Participate in designing and delivering consulting subject‑matter presentations for educational and marketing purposes.
• Participate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives.
• Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.
• Manage consulting engagements according to firm standards of practice, including using approved forms, templates, and materials.
• Utilize Salesforce and other technology according to protocol to report, track and manage all client engagements, activities, and opportunities.
• Lead, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management.
• Participate in and support full and purposeful integration with and support the AssetMark Sales Team.
• Provide training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and support.
• Consultants may be required to travel as much as 50% of the time, depending on business and client needs.

Knowledge, Skills, and Abilities

• Understanding of business principles, strategies, and solutions.
• Intellectual, analytical, and reasoning abilities.
• Excellent communication skills, written and verbal.
• High level of professionalism.
• Aptitude and appetite for technology.
• Ability to self‑direct and manage time and priorities.
• Well‑developed organizational and program management skills.
• Ability to see the big picture while maintaining attention to detail.
• Ability to multitask in a very busy environment with a "can‑do" attitude.
• Ability to work independently and be a team player.
• A drive to pursue development at the individual and firm level.
• Ability to travel and work overtime as needed.
• Intermediate to advanced knowledge of Word (advanced preferred).
• Intermediate to advanced knowledge of Excel (advanced preferred).

Education & Experience

• Bachelor’s Degree; advanced degree or financial designations preferred.
• 5+ years of business consulting and practice management experience in the financial services industry.

Compensation

• Base salary range for high‑cost‑of‑living markets (San Francisco Bay Area, New York Metro, Washington DC Metro areas): $160,000–175,000.
• For all other U.S. locations: $130,000–155,000.
• Position eligible for additional variable incentive compensation and a competitive benefits package.

Candidates must be legally authorized to work in the U.S.; we cannot provide visa sponsorship.