Business Consultant

AssetMark

United States

Hybrid

USD 130,000 - 175,000

Full time

14 days+

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Benefits offered by this job

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution

Flex Time or PTO + Sick Time Off

Volunteer Time Off

Career Development / Recognition

Hybrid Work Schedule

Job summary

AssetMark seeks a Business Consultant to deliver comprehensive consulting and practice management guidance to its advisors and partner relationships. You will partner with the sales team to drive client awareness, deepen partnerships, and develop strategies, assessments, and solutions that improve business performance and client satisfaction.

You will speak with prospects, facilitate discussions, and deliver live/virtual presentations, traveling as needed to client offices and events.

Qualifications

Bachelor’s Degree, with an advanced degree or financial designations, preferred.
5+ years of business consulting and practice management experience in financial services.

Responsibilities

Assess and advise advisor clients on business strategy, HR, operations, branding, marketing and succession planning.
Manage client engagements with project management, analytics, reporting, and advice.
Travel up to 50% for client offices and events.
Design and implement resources and programs to grow advisory practices.
Conduct on-site meetings, webinars, and presentations for groups of varying sizes.

Skills

Business consulting

Practice management

Client relations

Presentation skills

Travel up to 50%

Education

Bachelor’s Degree

Advanced degree preferred (finance designations)

Tools

Salesforce

Job description

The Job/What You’ll Do:
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.

Job Description:
The Job/What You’ll Do:
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:
Business Consulting:

Responsible for assessing, analyzing, and advising 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)
Responsible for managing 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, but not limited to:

Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones
Developing management and supervisory skills for advisors and staff
Improving work performance and organizational communication
Increasing team member motivation and morale
Defining the company’s mission, goals, and objectives
Achieving customer satisfaction and customer loyalty
Coaching, guiding, and training employees
Raising 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

Business and Organizational Development:

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, but not limited to:

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 the 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, with an advanced degree or financial designations, preferred
5+ years of business consulting and practice management experience in the financial services industry

Compensation: The base salary range for this position in high-cost-of-living markets (San Francisco Bay Area, New York Metro, and Washington DC Metro areas) is $160,000-175,000. For all other U.S. locations, the base salary range is $130,000-155,000.

These ranges reflect the base salary AssetMark reasonably expects to pay for this position, based on factors including job-related knowledge, skills, education, experience, and work location. This position is also eligible for additional variable incentive compensation and a competitive benefits package.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

Our Culture & Benefits