Financial Institutional Consultant

AssetMark Financial Holdings, Inc.; Florida; Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid work schedule

401K match

Medical, Dental, Vision benefits

Volunteer time off

Job summary

AssetMark is seeking an Internal Sales professional to support our Financial Institutional sales team in building and nurturing bank and trust channel relationships. You will use sales software to illustrate performance, generate proposals, and fulfill material requests.

The role includes coverage for team members and contributing to new asset growth. Ideal candidates have exceptional customer focus, strong communication, and project management skills.

Qualifications

• Bachelor’s degree in a business or finance field.
• Experience evaluating managed money platforms and working with Financial Institutions within bank and trust channel is preferred.
• 2+ years in the financial services industry; FINRA Series 65 is required.

Responsibilities

• Keep up to date with investment information and market events.
• Consult with advisors on product details, performance, and allocations.
• Educate bank advisors on platform, investments, and practice management.
• Demonstrate platform features to banks and support applications.
• Build relationships with banks and drive presentations and proposals.

Skills

Customer focus

Verbal communication

Time management

Team collaboration

Sales process

CRM tools (Salesforce)

Microsoft Office

Education

Bachelor’s degree in business or finance

Active FINRA Series 65

Tools

Salesforce

CRM tools

MS Office

Job description

Job Description

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

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

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 Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark 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. To learn more about us, visit our website.