Regional Director, Private Wealth, Wealth Solutions – External Sales

🕒 Maio 11

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $180.000 - $200.000 / ano

⏰ Tempo Integral

🔴 Especialista

🏙️ Vendas Externas

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AssetMark

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1996

💼 Consultoria

💸 Finanças

💳 Fintech

💰 Venture Round em 2016-12

Consulting • Finance • Fintech

A AssetMark é uma provedora líder de soluções abrangentes de gestão de patrimônio e tecnologia, apoiando consultores financeiros com as ferramentas de que precisam para atender às necessidades em evolução de seus clientes. A empresa oferece uma variedade de serviços, incluindo gestão de investimentos, vendas e serviços digitais, e serviços de aposentadoria. A AssetMark trabalha em estreita colaboração com consultores independentes, equipes de consultores e consultores de investimentos registrados para melhorar os relacionamentos com os clientes, simplificar operações e possibilitar o crescimento dos negócios. Sua plataforma oferece soluções de investimento curadas e suporte personalizado, ajudando os consultores a se concentrarem mais em promover o sucesso dos clientes.

Descrição

• Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients • Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and wealth solutions insights. • Promote and drive adoption of the Private Wealth program as a primary offering but embracing a consultative approach that also supports the distribution of internally managed investment and wealth solutions available on the platform. • Support advisors in portfolio construction and wealth strategy, including tax-aware investing and planning for HNW and UHNW clients. • Collaborate with AssetMark sales teams (Client Solutions Group) to identify, develop, and advance opportunities within existing advisor relationships. • Develop new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private Wealth and AssetMark Wealth Solutions products and services. • Own and execute a territory business plan focused on building strong relationships with financial advisors and driving growth across AssetMark Wealth Solutions offerings • Maintain an active and well-managed pipeline of opportunities, tracking progress through the sales cycle. • Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings, delivering presentations in both individual and group settings • Work with Wealth Solutions specialists, including Advanced Planning, Client Portfolio Managers (CPMs), and Investment Strategy teams, to deliver integrated solutions tailored to advisor and client needs • Provide market feedback on advisor needs, competitive positioning, and product opportunities.

🎯 Requisitos

• 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles within asset or wealth management • Experience selling investment solutions to financial advisors required • Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred. • Exposure to high-net-worth or ultra-high-net-worth client segments preferred • Bachelor’s degree required; MBA, CFA, CFP, CAIA, or similar professional designation preferred. • FINRA Series 7 and 66 (or ability to obtain) required

🏖️ Benefícios

• 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