Regional Strategic Relationship Manager
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Job Description
Regional relationship manager growing AssetMark’s Adhesion platform adoption and advisor relationships. Driving new business, asset onboarding, wallet share, and territory sales across financial-advisor firms.
Responsibilities:
- Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships
- Build relationships with RIA firms, branches, and advisors, serving as a trusted partner and knowledgeable resource on the Adhesion platform
- Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding
- Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options
- Lead consultative conversations promoting Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs
- Maintain familiarity with the industry, trends, and solutions that enhance Adhesion's platform and offering to advisors
- Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs
- Spend 50% plus of activity proactively, with 50% plus in-territory travel, in-person meetings, and electronic client interfaces including video calls, email campaigns, and phone campaigns
- Forecast results, maintain a forward-looking pipeline, and deliver against sales goals
- Perform other duties as assigned
Requirements:
- Proven track record of achieving sales and business development results, including generating new business
- Highly driven, growth-oriented, competitive, and proactive, with the urgency and persistence to create opportunities and win new business
- 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, including the ability to influence senior stakeholders
- Self-directed, organized, adaptable, and able to prioritize the activities that drive growth
- Bachelor's degree in business, finance, or a related field, Required
- 7+ years of sales, business development, relationship management, or account management experience working with financial advisors, Preferred
- Travel required, determined by coverage model and experience
- Candidates must be legally authorized to work in the US
- AssetMark is unable to provide visa sponsorship
Benefits:
- Competitive sales incentive package
- 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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