Business Consultant

🕒 il y a 2 mois

🏄 California – Distant

🏄 California – Remote

💵 $130 000 - $155 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

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AssetMark

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1996

💼 Conseil

💸 Finance

💳 Fintech

💰 Venture Round en 2016-12

Consulting • Finance • Fintech

AssetMark est un fournisseur de premier plan de solutions complètes de gestion de patrimoine et de technologie, soutenant les conseillers financiers avec les outils dont ils ont besoin pour répondre aux besoins évolutifs de leurs clients. L'entreprise propose une variété de services incluant la gestion d'investissements, la vente et le service numérique, ainsi que les services de retraite. AssetMark travaille en étroite collaboration avec des conseillers indépendants, des équipes de conseillers et des conseillers en investissement agréés pour renforcer les relations avec les clients, rationaliser les opérations et permettre la croissance des affaires. Leur plateforme offre des solutions d'investissement sélectionnées et un support personnalisé, aidant les conseillers à se concentrer davantage sur le succès de leurs clients.

Description

• Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. • Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning). • Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice. • Design, direct, and develop business strategies and solutions to meet client needs. • Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions. • Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation. • Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives. • Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.

🎯 Exigences

• Bachelor’s Degree, with an advanced degree or financial designations, preferred • 5+ years of business consulting and practice management experience in the financial services industry • Understanding of business principles, strategies, and solutions • Intellectual, analytical, and reasoning abilities • Excellent communication skills, written and verbal • High level of professionalism • Aptitude and appetite for technology • Ability to self-direct and manage time and priorities • Well-developed organizational and program management skills • Ability to see the big picture while maintaining attention to detail • Ability to multitask in a very busy environment with a “can-do” attitude • Ability to work independently and be a team player • A drive to pursue development at the individual and firm level • Ability to travel and work overtime as needed • Intermediate to advanced knowledge of Word (advanced preferred) • Intermediate to advanced knowledge of Excel (advanced preferred)

🏖️ Avantages

• 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