Regional Strategic Relationship Manager

🔥 1 minute ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $100k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

💼 Consulting

💸 Finance

💳 Fintech

💰 Venture Round on 2016-12

Consulting • Finance • Fintech

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

• Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships • Build relationships with RIA firms, branches, and advisors as a trusted partner and resource on the Adhesion platform • Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding • Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options • Lead consultative conversations promoting Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs • Maintain familiarity with the industry, trends, and solutions enhancing Adhesion's platform and overall offering • Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs • Conduct proactive activity, in-territory travel, in-person meetings, video calls, email campaigns, and phone campaigns • Maintain territory and account plans, pipeline forecasts, and deliver against sales goals • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in business, finance, or a related field, required • 7+ years of sales, business development, relationship management, or account management experience working with financial advisors, preferred • Proven track record of achieving sales and business development results, including generating new business • Highly driven, growth-oriented, competitive, and proactive, with the urgency and persistence to create opportunities and win new business • Ability to quickly learn managed account and technological solutions and adapt in a fast-paced environment • Excellent organizational skills, including the ability to effectively plan, organize, and prioritize tasks • Strong written and verbal communication skills, including the ability to influence senior stakeholders • Self-directed, organized, adaptable, and able to prioritize the activities that drive growth • Travel required, determined by coverage model and experience • Candidates must be legally authorized to work in the US • AssetMark is unable to provide visa sponsorship for this position

🏖️ Benefits

• Competitive sales incentive package • Competitive 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