AssetMark

Lead a sales team to demonstrate AssetMark's value proposition and expand the distribution of platform offerings to financial advisors. Consult with prospective advisors on wealth management and assist in transferring books of business to the platform.

Provide comprehensive business consulting and practice management advice to financial advisors to improve business performance and client satisfaction. Responsibilities include conducting business assessments, developing growth strategies, and managing client engagements in coordination with sales teams.

Drive the adoption of Private Wealth and Wealth Solutions offerings by partnering with financial advisors to develop customized strategies for HNW and UHNW clients. Manage a defined territory through business development, relationship management, and collaboration with internal specialists.