Senior Investment Consultant – Private Markets

🔥 0 minutes ago

🌽 Illinois, North Carolina – Remote

🌽 Illinois – Remote 🌲 North Carolina – Remote

💵 $125k - $175k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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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

• Partner with AssetMark sales teams to develop and execute territory strategies driving awareness, adoption, production, and net flows across private markets solutions • Build and deepen relationships with independent financial advisors and RIAs through outreach, consultations, events, and in-person engagement • Advise financial professionals on incorporating private market strategies into their practices • Educate advisors and internal partners through presentations, webinars, meetings, and industry events • Serve as a subject-matter expert across private assets and translate complex investment concepts into actionable messages • Develop understanding of AssetMark’s private markets offerings and their role in portfolio construction and wealth management • Develop advisor-facing materials, messaging, and educational resources with internal stakeholders • Represent AssetMark as a private markets thought leader through articles, webinars, podcasts, conferences, and industry forums • Use CRM tools and sales data to manage territory activity, identify opportunities, track engagement, and optimize sales strategies • Monitor private markets trends, competitive offerings, advisor needs, and industry dynamics

🎯 Requirements

• Strong knowledge of private credit, private equity, private real estate, infrastructure, and alternative investment strategies • Knowledge of interval funds and evergreen/private market structures • Demonstrated success in alternatives/private markets distribution, investment consulting, wholesaling, or related advisor-facing financial services • Proven ability to drive product adoption, influence investment decisions, develop territories, and achieve production or sales goals • Strong understanding of portfolio construction and private assets, including liquidity, risk, suitability, and taxation • Exceptional presentation, written, and verbal communication skills • High emotional intelligence and ability to establish credibility, build trust, and influence stakeholders • Confidence representing AssetMark with sophisticated advisors, clients, and industry audiences • Ability and willingness to travel extensively throughout the assigned territory • Proficiency with CRM platforms and Microsoft Office • 5+ years of experience in alternatives/private markets distribution, investment consulting, wholesaling, or related financial services preferred • Experience working with RIAs, independent financial advisors, or wealth management intermediaries strongly preferred • Bachelor's degree in Finance, Economics, Business, or related discipline, or equivalent professional experience • CFA or CAIA designation preferred; candidates pursuing a designation may be considered • Appropriate securities license(s) required or ability to obtain within the required timeframe • Legally authorized to work in the US • No visa sponsorship available

🏖️ Benefits

• Sales Incentive Plan • 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