Regional Director, Private Wealth, Wealth Solutions – External Sales

🕒 May 11

🇺🇸 United States – Remote

💵 $180k - $200k / year

⏰ Full Time

🔴 Lead

🏙️ Outside Sales

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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

• 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.

🎯 Requirements

• 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

🏖️ 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