Regional Retirement Consultant - West

Job Description:

The Job/What You'll Do:

The Regional Retirement Consultant is responsible for leading the growth and strategic development of retirement plans and services for the western region at AssetMark. This role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities, and positioning AssetMark as a leader in the retirement plan investment fiduciary services marketplace. 

We can consider candidates for this position who are able to accommodate a hybrid work schedule from our office location in Concord, CA. Or remote, but geographically located, West of the Mississippi.

Responsibilities:

• Develop deep and meaningful relationships with AssetMark ensemble teams, retirement plan advisors, recordkeeping, and DCIO wholesalers to identify business opportunities
• Create strategic initiatives based on those relationships
• Actively seek new client relationships and manage the entire sales lifecycle from prospecting to closing. Engage with advisors and ensemble teams to present a scalable retirement plan business development process tailored to their local market and objectives
• Ability to actively participate in final presentations to executives of small to large corporations
• Build and maintain long-term relationships with existing financial advisors, ensemble teams, recordkeeping, and DCIO wholesalers
• Manage advisor escalations in a timely manner to ensure client satisfaction and retention
• Utilize a consultative business development approach to understand client objectives and recommend suitable retirement plan services
• Clearly articulate the benefits and features of various retirement solutions
• Attend/Present at AssetMark and industry conferences, networking events, and seminars to promote the organization’s retirement services, expanding the network of potential advisory clients and partners
• Work closely with internal teams, including compliance, operations, and marketing, to ensure alignment in service offerings and messaging in the marketplace
• Enter all interactions with the ensemble teams, advisors, and retirement plan wholesalers in Salesforce
• Use Salesforce to analyze interactions and the sales pipeline effectively
• Adjust strategies as necessary to achieve goals
• Actively maintain a list of top clients and prospects, keeping it up to date every week. Meet and exceed sales goals by conducting a minimum of 50 meetings per month, 40 with advisors, 10 with ensemble teams, and RK and DCIO wholesalers
• Stay informed about changes in retirement plan regulations, compliance requirements, and industry standards to serve clients and minimize risks effectively

Knowledge, Skills, and Abilities:

• In-depth understanding of retirement plans, such as 401(k)s, Cash Balance, and Non-Qualified Plans, and relevant compliance regulations
• Exceptional communication, negotiation, and interpersonal skills
• Strong analytical and strategic thinking abilities, with a focus on client needs and business objectives
• Proficiency in Salesforce and Microsoft Office Suite
• Ability to work independently and as part of a team in a fast-paced environment
• Able to travel up to 40% of the time based on territory

Education & Experience:

• Bachelor’s degree in business administration, Finance, or a related field; a Master’s degree is preferred
• 5-10 years of proven experience in business development or sales within the retirement plan services or financial services industry
• Must hold Series 6 (or 7), 63, and 65 (or 66) licenses

Compensation: The Base Salary range for this position is between $105,000-$125,000.

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.

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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 solutio