AssetMark
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
Director, Strategic Accounts
Location
United States
Posted
64 days ago
Salary
$190K - $215K / year
Bachelor Degree10 yrs expEnglishSFDC
Job Description
• 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
Job 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
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