Gold Relationship Manager

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. 

Our role in service on the Gold Team is to be available immediately for our Gold Financial Advisors, and to provide exceptional service delivered with Emotional Connection ensuring our advisors feel they are appreciated, cared for and understood. Prioritizing and building the relationships with our Gold offices through every interaction allows us to create a competitive advantage and add value through service. The Gold team was synergistically built by bringing together Service, Operations and New Business associates dedicated fully to improve and exceed expectations for our Gold offices.  

In Gold Service, the Gold Service Specialist partners with their dedicated Gold Relationship Manager with the goal of providing their assigned advisors with “best in class” service and operations experience in the financial services industry.  By delivering personalized, proactive, customized support to each Gold Advisor practice, the Gold Relationship Manager will ensure every Gold Advisor:

·         Is a “Promoter” of the Gold Service Model

·         Is highly satisfied with their operations experience

·         Enjoys extended longevity on our platform

Gold best in class service to be measured by:

·         Operations and Service Net Promotor Score

o   Establish and maintain Ops/Service NPS greater than 80% promoters

o   Goal of Zero Detractors

·         Continuously Improving Quarterly Relationship Management Scorecard Results

The Gold Relationship Manager is an expert in all areas of the AssetMark platform with deep financial services industry knowledge that provides both concierge and consultative support services, customized to meet the unique needs of their Gold Advisors on the AssetMark platform.  The Gold Service Specialist partners with their Gold Relationship Manager and pulls from all their resources inside and outside the firm and the Gold Team to add value to the Gold Advisor Practice.

The Gold Relationship Manager (RM) provides dedicated service support to Financial Advisors that have at least $50 million in Assets on the AssetMark platform.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Responsibilities include:

• Manages a set number of Gold Advisor relationships, providing personalized service, delivering proactive training and communications on new platform initiatives  
• Partner closely with your assigned Gold Service Specialist, Gold New Business and Gold Operations peers to best serve your Gold offices
• Manages the service relationship between the outside Sales Consultant, their internal Sales consultant and their assigned Advisors to develop, maintain and enhance positive working relationships with our Customers
• Occasional travel to Advisor offices for onsite meetings and relationship building initiatives
• Monitor outstanding trading exception issues and work with Custodians to resolve issues for Advisors
• Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements; Must be solution oriented
• Participate in selected departmental process improvement initiatives and duties as assigned
• Reports all “outside/in” and “inside/out” AssetMark deficits to the Customer Experience Group and communicates ongoing progress toward resolution  to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit

Basic Qualifications Required:

• Bachelor's degree or equivalent experience required
• Minimum of 2+ years Financial Services industry experience required

Preferred Qualifications:

• SIE
• Series 6 or 7 securities license
• Outstanding Customer Focus – constantly looking to provide memorable service touch and create a loyal promoter with our Gold Advisor offices
• Acts with a sense of urgency when appropriate

• Demonstrates success at Emotional Connection with our Gold Advisors
• Strong written and oral communication skills; detail oriented
• Intermediate level working knowledge of investment products and services
• Uses sound judgment & Exercises strong decision-making skills
• Shows a high level of integrity and ethics
• Adaptable to change
• Strong time management skills
• Has a passion for self-improvement
• Call Center /Service Center experience

Compensation: The Base Salary range for this position is between $65,000-$75,000.  

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. 

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. 

#LI-hybrid 

#LI-TE 1 

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• 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 

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