Business Consultant

AssetMark

Business Consultant delivering comprehensive business consulting and practice management to AssetMark advisors. Driving client awareness, deepening partnerships, and performing business assessments.

Posted 5/28/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $155,000 per yearWebsite

About the role

Key responsibilities & impact

Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships.
Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice.
Design, direct, and develop business strategies and solutions to meet client needs.
Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions.
Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation.
Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives.
Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.

Requirements

What you’ll need

Bachelor’s Degree, with an advanced degree or financial designations, preferred
5+ years of business consulting and practice management experience in the financial services industry
Understanding of business principles, strategies, and solutions
Intellectual, analytical, and reasoning abilities
Excellent communication skills, written and verbal
High level of professionalism
Aptitude and appetite for technology
Ability to self-direct and manage time and priorities
Well-developed organizational and program management skills
Ability to see the big picture while maintaining attention to detail
Ability to multitask in a very busy environment with a “can-do” attitude
Ability to work independently and be a team player
A drive to pursue development at the individual and firm level
Ability to travel and work overtime as needed
Intermediate to advanced knowledge of Word (advanced preferred)
Intermediate to advanced knowledge of Excel (advanced preferred)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

business consultingpractice managementbusiness strategybusiness analyticsproject managementoperations managementbrandingmarketingM&Avaluation

Soft Skills

analytical abilitiescommunication skillsprofessionalismorganizational skillsprogram managementattention to detailmultitaskingteam playerself-directioncan-do attitude

Certifications

Bachelor's Degreeadvanced degreefinancial designations