Gold Advisor Relationship Leader

AssetMark; Phoenix (AZ); Presencial; USD 65.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid Work Schedule

401K – Employer Match

Medical, Dental, Vision

Volunteer Time Off

Descripción de la vacante

AssetMark is a leading provider of investment and consulting solutions for independent financial advisors. The Gold Service role focuses on delivering best-in-class service with emotional connection, supporting Gold offices and improving operations for advisors.

The Gold Relationship Manager ensures promoters and high satisfaction by proactive guidance, training, and collaboration with Gold teams, while maintaining strong integrity and client focus across all interactions.

Formación

• Bachelor's degree or equivalent experience required.
• Minimum of 2+ years Financial Services industry experience required.
• SIE Series 6 or 7 securities license preferred.
• Outstanding customer focus with a commitment to service excellence.
• Strong written and oral communication skills; detail oriented.

Responsabilidades

• Manages a set number of Gold Advisor relationships, providing personalized service, delivering proactive training and communications on new platform initiatives.
• Partner closely with Gold Service Specialist, Gold New Business and Gold Operations peers to best serve Gold offices.
• Manages the service relationship between the outside Sales Consultant, their internal Sales consultant and their assigned Advisors to develop, maintain and enhance positive working relationships with our Customers.
• Occasional travel to Advisor offices for onsite meetings and relationship building initiatives.
• Monitor outstanding trading exception issues and work with Custodians to resolve issues for Advisors.
• Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements; Must be solution oriented.
• Participate in selected departmental process improvement initiatives and duties as assigned.
• Reports all “outside/in” and “inside/out” AssetMark deficits to the Customer Experience Group and communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit.

Conocimientos

Customer focus

Communication

Emotional connection

Urgency/drive

Time management

Integrity

Educación

Bachelor's degree or equivalent experience

Descripción del empleo

AssetMark is a leading provider of investment and consulting solutions for independent financial advisors. The Gold Service role focuses on delivering best-in-class service with emotional connection, supporting Gold offices and improving operations for advisors.

The Gold Relationship Manager ensures promoters and high satisfaction by proactive guidance, training, and collaboration with Gold teams, while maintaining strong integrity and client focus across all interactions.