Full-Time

Relationship Manager

Posted on 12/19/2024

AssetMark

AssetMark

501-1,000 employees

Third-party asset management platform for advisors

No salary listed

Senior

No H1B Sponsorship

Charlotte, NC, USA

Category
Sales & Account Management
Required Skills
Sales
Requirements
  • 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
  • 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.
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.
Desired Qualifications
  • Moderate amount of travel

AssetMark provides a platform for third-party asset management aimed at supporting financial advisors. The company offers a variety of investment solutions, advanced technology, and consulting services to help advisors manage wealth and investment options for their clients. AssetMark's services act as an extension of the advisor's team, allowing them to provide personalized guidance and improve client experiences. Unlike many competitors, AssetMark focuses on empowering independent financial advisors with tailored support and resources, enabling them to enhance their business efficiency. The goal of AssetMark is to allow advisors to concentrate on growing their practices while ensuring they have the necessary tools and support to serve their clients effectively.

Company Size

501-1,000

Company Stage

IPO

Headquarters

California

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized financial planning drives growth in wealth management.
  • AssetMark's acquisition of Morningstar Wealth's TAMP assets expands its investment solutions.
  • The integration of AI enhances decision-making and operational efficiency for AssetMark.

What critics are saying

  • Competition from fintech startups offering low-cost solutions may erode market share.
  • Fee compression in asset management could pressure AssetMark's profitability.
  • The rise of direct indexing may challenge traditional asset management models.

What makes AssetMark unique

  • AssetMark empowers advisors with innovative solutions and personalized support.
  • The company offers a comprehensive suite of investment solutions and consulting services.
  • AssetMark integrates advanced technology to enhance client experiences and business efficiency.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Sick Leave

Paid Vacation

Hybrid Work Options

Health Savings Account/Flexible Spending Account

Volunteer Time Off

Professional Development Budget

Fitness Reimbursement

Company News

Adhesion Wealth
Mar 27th, 2025
AssetMark Announces Organizational Changes as Adhesion CEO Barrett Ayers Plans to Retire at End of 2025

Michael Kim, in addition to his current role as CEO of AssetMark, will assume the role of President and CEO of Adhesion Wealth.

MarketBeat
Mar 15th, 2025
Raymond James Financial Inc. Takes Position in Texas Pacific Land Co. (NYSE:TPL)

Assetmark Inc. purchased a new stake in Texas Pacific Land in the 4th quarter valued at approximately $29,000.

MarketBeat
Mar 11th, 2025
Harmony Gold Mining (NYSE:HMY) Stock Price Up 7.8% - What's Next?

Assetmark Inc. purchased a new stake in Harmony Gold Mining in the 3rd quarter valued at approximately $501,000.

Slater Sentinel
Mar 7th, 2025
Callan Family Office LLC Invests $3.63 Million in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Assetmark Inc. purchased a new stake in iShares MSCI ACWI ex U.S. ETF during the 4th quarter worth about $39,000.

ETF Daily News
Mar 6th, 2025
Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH) Shares Sold by Oppenheimer & Co. Inc.

Assetmark Inc. acquired a new stake in Invesco S&P 500 Equal Weight Health Care ETF in the 3rd quarter valued at about $35,000.

INACTIVE