Senior Regional, Head of Business Development

Job Description:

The Job/What You'll Do:

The successful Senior Regional, Head of Business Development will act as the senior client and prospect engagement officer for AssetMark|Adhesion’s RIA expansion efforts.  The role is primarily accountable for driving growth in the RIA market by leading the identification of and discussions with high-value prospects to drive additional platform AUM and revenue from the channel. The successful candidate will act as a “player-coach” to the Senior Solutions Consultants and serve as an exemplar of executive-level engagement and prospect management.

Additionally, the Senior Regional Head of Business Development will assist with and assign opportunities to the Senior Solutions Consultants in each territory to qualify, educate, and secure AUM commitments from new advisors.  Finally, the Senior Regional Head of Business Development will be responsible for creating and defining a sales plan to expand our client base in the eastern half of the US. 

Responsibilities:

• Identify and establish new firm relationships:
  • Act as the senior executive at the firm to field and manage interest from high-value prospects

• Implement an effective client engagement model to develop a pipeline of viable prospects in our target market through coordinated prospecting, industry network, and engagement/influence in marketing efforts
• Professionally represent the full complement of Adhesion and AssetMark’s platform and managed investing services
• Ability to successfully close new business opportunities and to shepherd new clients through the onboarding of new assets under management, coordinating with Adhesion’s client support and onboarding teams
• Attend industry conferences and other company-identified events as requested
• Make in-person sales calls as situations dictate
• COI Development
• Act as the senior manager leading the engagement with key centers of influence at custodians and consultants
• Strategic Engagement with Functional Area heads:
  • Provide a strategic “voice of the field” on key market trends or emerging issues
  • Engage with product, marketing, investments, services, and other functional groups to provide the sales and commercial view on key initiatives
• Travel: 30 - 50%

Knowledge, Skills, and Experience:

• Public speaking skills
• Ability to profile prospects through thoughtful, positive, and engaging conversation – acting as the executive presence and leading key engagements
• Ability to communicate and work effectively with industry partners and centers of influence, other Adhesion employees, and senior managers in building an effective network to generate business is preferred
• Project professionalism, competence, and energetic enthusiasm in all interactions, and to command attention and authority with prospects and customers, is preferred

Education & Experience:

• 10+ years of sales experience
• 3 + years of direct supervision or managerial experience, preferably of a sales team
• 5+ years of experience in the financial services industry
• Strong proficiency in the investment management and financial advisory business wit