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

Workday AMS Advanced Compensation Lead Consultant

Loan Review Consultant

EDI Consultant

Member Outreach and Engagement Consultant

Internal Consultant – CRI CDM & Pricing