Business Consultant

🕒 May 28

🏄 California – Remote

🏄 California – Remote

💵 $130k - $155k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

💸 Finance

💳 Fintech

🤝 B2B

💰 Venture Round on 2016-12

Finance • Fintech • B2B

AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.

📋 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.

🎯 Requirements

• 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)

🏖️ Benefits

• 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