AssetMark

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices

Director, Strategic Accounts

DirectorDirectorFull TimeRemoteTeam 501-1,000Since 1996H1B SponsorCompany SiteLinkedIn

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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