Job details
Job type full-time
Full job description
Job description:
Assetmark, incIs a leading independent provider of innovative investment and consulting solutions serving financial advisorsThe firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.
This position is open to applicants who are willing to be 100% remote in the state of california.
Business consultants are responsible for delivering comprehensive business consulting and practice management advice, solutions and expertise to assetmark’s most committed relationshipsAs a member of the enterprise consulting team, this role is responsible for supporting our enterprise relationships with the goal of driving deeper relationships and thought leadership, as well as increasing the share of wallet assetmark has with these groups.
This role will include being the primary business consultant for our enterprise ensemble firms and broker dealer supportAs the business consultant, you will be responsible for meeting with these groups, supporting relationship development, sharing our business consulting services and support, driving growth in assets and revenue for both the enterprise firms and assetmarkYou will also be the primary presenter for events and meetings with and for broker dealers, producer groups and key strategic account initiatives.
In addition, this position will be responsible for leading and managing the npa acceleration academy program that seeks to enhance the relationship and engagement of new producing advisorsThis role is responsible for improving the business performance, client satisfaction and value for engaged offices, firms and advisors and must demonstrate knowledge of industry best practices across the core business quadrants.
Business consultants must have the ability to speak with prospects, consult with advisors and enterprise owners, facilitate discussions and deliver presentations to both large and small groupsBusiness consultants work closely with the assetmark sales team members to deliver unparalleled consulting value, drive client awareness and deepen partnerships, develop direct business strategies, perform business assessment, make recommendations and identify solutions.
Business consulting
Responsibility for assessing, analyzing and advising firms and advisor on all aspects of business/practice management, particularly in the areas of business strategy and planning, human capital, operations, branding, marketing and business transition (m&a, valuation and succession planning).
Responsibility for managing engagements in coordination with consulting team, including project management, relationship management, business analytics, and client advice.
Design, direct and develop business strategies and solutions to meet client needs, including, but not limited to:
Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones
Developing management and supervisory skills for advisors and staff
Improving work performance and organizational communication
Increasing employee motivation and morale
Defining the company’s mission, goals and objectives
Achieving customer satisfaction and customer loyalty
Coaching, guiding and training employees
Raising the company’s customer base and market segment
Provide ongoing assessment of client situation and progress, identify potential issues and propose solutions.
Provide appropriate and meaningful advice related to growth and development of client business.
Provide succession planning and m&a support, conduct due diligence, and source potential deals.
Perform and supervise complex research and analysis.
Design, direct and draft client work product, review and approve work product from consulting team.
Maintain excellent client relationships and deliver results, ensuring a positive client experience.
Business & organizational development
Participate in the marketing and awareness campaigns for new consulting concepts, services and key business initiatives.
Participate in the design and delivery of consulting subject matter presentations for educational and/or marketing purposes.
Participate in organizational development, business development and key business initiatives that support revenue growth and development of the business including, but not limited to:
Speaking at assetmark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting group on key projects, and/or any other projects assigned that support business development or key business objectives.
Collaborate with the assetmark sales team to develop and deepen advisor relationships to improve client loyalty, drive aum growth and improve asset retention
Provide oversight, training and mentorship to team members
Enterprise relationships
Provide primary support for enterprise firms, including, but not limited to:
Acting as primary presenter for industry events, broker-dealer meetings and home office introduction meetings
Manage the speaking request process and ensure coverage, as appropriate, for all enterprise events
Manage the delivery of specialized projects including the leadership advantage offering
Provide regular updates relative to engagement and growth for enterprise firms you are engaged with
Npa acceleration academy
Develop, deploy and manage the new npa acceleration academy program
Establish the content and structure of the program
Manage the program marketing efforts and deployment
Collaborate with the sales team on program initiatives and advisor engagement
Oversee program reporting and provide routine updates on progress success and kpi’s
Position requirements
Manage engagements according to firm standards of practice, including the use of approved forms, templates and materials.
Utilize salesforce and other technology according to protocol to report, track and manage all engagements, activities and opportunities.
Lead, manage or participate in the investigation, assessment and research for key initiatives as assigned by management.
Participate in and support full and purposeful integration with, and support of, the assetmark sales and strategic accounts team.
Provide training, mentorship and education to business consulting team members as well as other staff of assetmark to ensure understanding of function, services and support.
Consultant may be required to travel as much as 70% of the time, depending upon business and client needs.
Knowledge, skills & experience
10 years of business consulting and/or practice management experience
Bachelor’s degree, with advanced degree or financial designations desirable
Strong understanding of small business consulting principals, strategies and solutions
Strong organizational skills and project management skills with the demonstrated ability to develop and implement practical strategies, plans, and to carry forward an idea or project from conception to execution
Able to self-direct and manage time and multiple priorities on a day-to-day basis
Track record of taking initiative and managing competing priorities
Works effectively under pressure when facing extremely short deadlines
Attention to detail and process creation is critical
Excellent communication skills, written and verbal
Able to think creatively, display intellectual curiosity and master complex subject matter quickly
Superior critical thinking skills, including the capacity to identify and appropriately assess business challenges
Exceptional research, writing, analytical and organizational skills, and the ability to convey complex concepts in a clear, concise and logical manner
Partners well with colleagues and outside business partners to get work done
A positive, team oriented, can-do attitude
Must be able to work effectively in fast-paced, changing environment
Advanced knowledge of microsoft office® (word, excel, powerpoint, outlook)
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As an equal opportunity employer, assetmark is committed to building a diverse and inclusive workplace where everyone feels valued.
Job type: full-time
Work location: multiple locations
