The Job/What You'll Do:
Partner with Relationship Managers, the growth engine for our RIA-focused business. Support Adhesions ongoing efforts to grow relationships through deeper client integration, swift client onboarding, and client retention. Work closely with Relationship Managers to conduct detailed due diligence on clients' business models and practices. Assist Relationship Managers to maintain a book of business, including the forecasting and delivery of sales goals and targets, through dynamic account plans for both existing relationships and newly minted relationships in asset onboarding. Demonstrate proactive curiosity and the ability to develop key relationships and collaborate internally with our service and solutions teams to realize and retain full expected assets.
Responsibilities:
Knowledge, Skills, and Abilities:
Education & Experience:
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements.
Who We Are & What We Offer:
AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.