Regional Director, Private Wealth Solutions

AssetMark; Phoenix (AZ); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Flex Time orPaid Time Off

401K – Employer match

Medical, Dental, Vision

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking an experienced Regional Director for Private Wealth & Wealth Solutions. The role focuses on driving adoption of AssetMark’s Private Wealth offerings through direct engagement with independent financial advisors, including in-person meetings, virtual presentations, and industry events.

This remote position requires residence in AZ, NV, UT, WA, or OR and involves regular travel within the territory.

Qualifications

• 5–7+ years external sales, wholesaling, or advisor-facing roles within asset or wealth management.
• Experience selling investment solutions to financial advisors.
• Experience with independent financial advisors (RIA/broker-dealer) preferred.

Responsibilities

• Drive adoption of AssetMark’s Private Wealth offering with financial advisors.
• Engage with advisors through in-person meetings, virtual presentations, and events.
• Promote Private Wealth while supporting platform-based wealth solutions.
• Support advisors in portfolio construction and tax-aware planning for HNW/UHNW clients.
• Collaborate with internal sales teams to expand opportunities within advisor relationships.
• Develop new advisor relationships through proactive external sales activity.
• Own and execute a territory business plan to grow AssetMark Wealth Solutions offerings.
• Maintain a robust pipeline and represent AssetMark at events and client meetings.
• Work with Wealth Solutions specialists to deliver integrated advisor-client solutions.

Skills

Investment knowledge

Advisor engagement

Territory management

Presentations

Relationship management

Cross-functional collaboration

Time management

Self-starter

Fast-paced environment

Education

Bachelor’s degree

MBA, CFA, CFP, CAIA or similar designation

FINRA Series 7 & 66

Job description

AssetMark is seeking an experienced Regional Director for Private Wealth & Wealth Solutions. The role focuses on driving adoption of AssetMark’s Private Wealth offerings through direct engagement with independent financial advisors, including in-person meetings, virtual presentations, and industry events.

This remote position requires residence in AZ, NV, UT, WA, or OR and involves regular travel within the territory.