Regional Strategic Relationship Manager

AssetMark; Charlotte (NC); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Flex Time or PTO

401K match

Medical, Dental, Vision

HSA

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking a Regional Strategic Relationship Manager to own a territory, grow the business with RIAs, branches, and advisors, and drive new assets and platform adoption.

You will manage a forward-looking pipeline, forecast results, and close opportunities using consultative selling of Adhesion and AssetMark solutions, with travel 50%+ and a focus on client success.

Qualifications

• Bachelor's degree in business, finance, or related field.
• 7+ years of sales, business development, relationship management, or account management experience with financial advisors.
• Travel required, determined by coverage model and experience.

Responsibilities

• Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships.
• Build relationships with RIAs, branches, and advisors, serving as a trusted partner and knowledgeable resource on the Adhesion platform.
• Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding.
• Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options.
• Lead consultative conversations that promote Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs.
• Maintain familiarity with industry trends and solutions to enhance Adhesion's platform and offerings for advisors.
• Protect and grow the existing book of business by identifying retention risks and strengthening relationships, with significant in-territory activity.

Skills

Sales

Business development

Relationship management

Account management

Consultative selling

Education

Bachelor's degree in business/finance or related field

Job description

Job Description

The Regional Strategic Relationship Manager is a sales-driving role responsible for owning an assigned territory, expanding AssetMark's presence, and generating new business with RIA firms, branches, and advisors. The Regional Strategic Relationship Manager builds trusted relationships while actively creating opportunities to win new assets, deepen platform adoption, and grow wallet share across existing and prospective clients. This role owns territory and account plans, maintains a forward-looking pipeline, forecasts results, and delivers against sales goals. The Regional Strategic Relationship Manager serves as a knowledgeable resource on the Adhesion platform and broader AssetMark value proposition, using consultative selling to connect advisors to solutions that support their businesses. Success requires strong sales judgment, high energy, persistence, and a genuine drive to create and close new business.

Responsibilities

• Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships
• Build relationships with RIA firms, branches, and advisors, serving as a trusted partner and knowledgeable resource on the Adhesion platform
• Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding
• Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options
• Lead consultative conversations that promote Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs
• Maintain a high degree of familiarity with the industry, trends, and solutions that continually enhance Adhesion's platform or overall offering to advisors
• Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs 50% plus activity to be proactive, with 50% plus in-territory travel, in-person meetings as well as significant electronic client interface, including video calls, email campaigns, phone campaigns, etc.
• Other duties as assigned

Knowledge, Skills, Abilities

• Proven track record of achieving sales and business development results, including generating new business
• Highly driven, growth-oriented, competitive, and proactive, with the urgency and persistence to create opportunities and win new business
• Ability to quickly learn managed account and technological solutions and adapt in a fast-paced environment
• Excellent organizational skills, including the ability to effectively plan, organize, and prioritize tasks
• Strong written and verbal communication skills, including the ability to influence senior stakeholders
• Self-directed, organized, adaptable, and able to prioritize the activities that drive growth

Education & Experience

Bachelor's degree in business, finance, or a related field, Required 7+ years of sales, business development, relationship management, or account management experience working with financial advisors, Preferred Travel required, determined by coverage model and experience

Compensation

The Base Salary range for this position is between $100,000-$120,000. 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 a comprehensive sales incentive package 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.

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

• 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

Equal Opportunity Employer

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.