Relationship Manager

Job Description:

The Job/What You’ll Do:

Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directly tied to tangible account growth through deeper client integration, swift client onboarding, and client retention. As the relationship owner of RIA firms and its advisors, Relationship Managers are required to become the Adhesion expert in their clients’ business model and practice.  Relationship Managers are expected 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.  Relationship managers need proactive curiosity and the ability to independently develop key relationships and collaborate internally with our service and solutions teams to realize and retain full expected assets.  

Responsibilities:

• Build relationship/outreach plans based on firms’ book-of-business needs and potential
• Own the client relationship and become the Adhesion advocate for them
• Promote distribution of Adhesion’s various value-add services, including tax management, tax transition, Manager curation of Adhesion’s Direct Index and Personal Index portfolios, and OCIO+ programs through active consulting with the advisory firm
• Identify opportunities to increase wallet share through asset onboarding, winning outside assets, or positioning firms to grow by introducing more outsourcing options
• Retain firms by identifying possible threats and maintaining a strong relationship
• Work with management and other departments to create campaigns to current clients, which highlight value add services of the platform
• Familiarize with the industry, trends, and solutions that continually enhance Adhesion’s platform or overall offer to advisors

Knowledge, Skills, and Abilities:

• Strong track record of results and sales
• Ability to quickly learn managed account and technological solutions and adapt in a fast-paced environment
• Excellent organizational skills, including the ability to effectively plan, organize and prioritize tasks
• Strong written and verbal communication skills
• Positive change advocate
• Moderate amount of travel

Education & Experience:

• Undergraduate Degree
• 5-7 years of relationship or account management experience working with Financial Advisors

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.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.