Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth
Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards
Model a culture of accountability, collaboration, and continuous improvement
Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation
Thoroughly understand strategic partners’ overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark’s goals
Plan development focusing on key strategic initiatives to meet AssetMark’s revenue growth, to reach prescribed sales targets, and growth metrics
Identify key advisors within existing firms to exert influence and advocacy with key advisory executives
Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards
Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms
Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors
Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives
Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence.
Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark’s positioning and identify areas of differentiation
Frequent travel is necessary to meet responsibilities

Requirements

Bachelor’s Degree or equivalent experience
Minimum five years of sales experience
10+ years working in a relationship management/business development role with financial services firms (broker/dealers preferred)
5-7 years of prior people management experience with coaching, mentorship, and developing staff
Advanced technical knowledge with Salesforce.com and other CRMs is preferred
FINRA Series 63 or 65
FINRA Series 7 is preferred

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experiencerelationship managementbusiness developmentpeople managementcoachingmentorshipdeveloping stafftechnical knowledgeSalesforce.comCRM

Soft Skills

leadershipaccountabilitycollaborationcontinuous improvementcommunicationstrategic thinkinginfluenceadvocacyresource coordinationvisibility

Certifications

Bachelor's DegreeFINRA Series 63FINRA Series 65FINRA Series 7