Financial Institutional Consultant

AssetMark, Inc.; Charlotte (NC); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Flex Time

Paid Time Off

401K Match

Medical/Dental/Vision

HSA

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark in Charlotte, NC is seeking a Financial Institutional Consultant to support our bank and trust channel. This full-time, hybrid role focuses on expanding relationships, delivering proposals, and guiding advisors on platform capabilities and investment options.

You will manage leads in the sales funnel, educate bank advisors, and collaborate with sales teams using Salesforce and Microsoft Office, while maintaining exceptional client service and timely follow-ups.

Qualifications

• Bachelor’s degree in a business or finance field.
• Experience evaluating managed money platforms and working with financial institutions.
• Active FINRA Series 65.
• Strong customer focus and communication skills.
• Proven project organization and time management.

Responsibilities

• Keep up to date with investment information, platform updates, and market events.
• Consult advisors on product details, performance, and investment allocations.
• Educate and consult bank advisors on the platform, investments, and practice management.
• Demonstrate platform features to banks and build relationships with institutional sales teams.
• Manage leads and opportunities in the sales funnel to drive growth.
• Provide backup support and escalate service-related issues as needed.
• Coordinate responses and material requests for bank and trust channels.

Skills

Client relationship building

Sales support

Communication skills

Time management

Independent work

Team collaboration

Education

Bachelor’s degree in business or finance

Tools

Salesforce

Microsoft Office

Job description

Financial Institutional Consultant### Financial Institutional ConsultantApply: Hybrid: Charlotte, NC: Full time: Posted Yesterday: Req-004056## **Job Description:****The Job/What You'll Do:** The Financial Institutional, Consultant is an internal sales role designed to support our Financial Institutional sales team in building and nurturing relationships within the bank and trust channel. To do this, you will utilize sales software to illustrate product performance, generate proposals, manage and fulfill sales material requests & provide coverage for team members as needed. In this role, you will support channel growth and help drive the production of new assets. Your responsibilities will include managing key administrative tasks and supporting new and ongoing initiatives for the bank and trust channels. Candidates for this position should have an exceptional customer focus, excellent written and verbal communication skills, a service-oriented mindset, and strong project organization skills. **This is a full-time position in our Charlotte, NC office with a hybrid work schedule*****.*** **Responsibilities:** * Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events* Demonstrate expertise and knowledge to consult with advisors on product details, performance, positioning, and investment allocations* Educate, and consult bank advisors on the platform, investments, and practice management offerings* Demonstrate the core features and capabilities of the platform and supporting applications to banks* Build relationships with financial institutional sales, Cheetah, banks, and deliver strong presentations through effective phone and written communication* Proactively communicate with banks and ask insightful questions to identify additional needs and highlight expanded partnership opportunities* Serve as a point of contact for escalated service-related issues and provide backup support for team members as needed* Actively manage and refine the various leads, prospects, and opportunities within a sales funnel to ensure they are aligned with business goals, properly nurtured, and move forward efficiently toward closing **Knowledge, Skills, Abilities:** * Demonstrated problem-solving skills* Demonstrated written and verbal communication* Demonstrated time management and organizational skills* Demonstrated ability to partner with a team* A self-starter who takes initiative and can work independently* Strong understanding of Custodial Services and Trust Accounting systems offered to Financial Institutions preferred* Ability to foster a cohesive and supportive team environment* Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment* Self-motivated with the ability to work independently* Proven experience utilizing Salesforce or similar CRM tools to effectively manage pipeline* Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)**Education & Experience:** * Bachelor’s degree in a business or finance field* Experience evaluating managed money platforms* Experience working with Financial Institutions within the bank and trust channel preferred* 2+ years of experience in the financial services industry* Active FINRA Series 65 *Compensation: The Base Salary range for this position is between $70,000-$80,000.**This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.**Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.*#LI-CR1#LI-hybrid**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.These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.**Our Culture & Benefits**Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.* Flex Time or Paid Time Off and Sick Time Off* 401K – 6% Employer Match* Medical, Dental, Vision – HDHP or PPO* HSA – Employer contribution (HDHP only)* Volunteer Time Off* Career Development / Recognition* Fitness Reimbursement* Hybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.### About UsAssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth.