AssetMark

Consultant

• Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition
• Provide support to advisors with large client presentations as needed
• Work with new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform
• Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
• Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings

Regional Consultant

Account Executive

• Support sales team as they build and nurture new client relationships
• Facilitate opportunities to increase productivity by supplementing ensemble teams and engaging with advisors on various needs
• Act as the primary sales point of contact for escalated service-related issues and as a backup resource when sales team members are unavailable
• Build relationships with advisors through personalized engagement to help advisors understand platform nuances and identify opportunities
• Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
• Keep up to date with investment information, platform updates, marketing materials, operational changes, industry news, and market events

Internal Wholesaler Specialist, Sales Consultant

Product Designer

• Work in partnership with Product and Engineering leads to frame user problems, business opportunities, and deliver solutions
• Deeply understand our users, customers, products and business
• Mentor other designers on how to design for exceptional user experiences
• Facilitate stakeholder collaboration and feedback
• Mature our design language and design processes
• Develop hypotheses, do the legwork of evaluation and experimentation, iterate on solutions
• Prototype and solution at any fidelity, favoring collaboration over extensive documentation
• Focus on customer needs and goals, scenarios, task flows, and favor customer impact over perfect solutions
• Engage in technical details and contribute during product and team transformations

Regional Consultant

Internal Wholesaler Specialist, Sales Consultant

Senior Product Designer