Regional Director, Private Wealth & Wealth Solutions (External Sales)
AssetMark · US
Job Description: About AssetMark AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial ad...
Job description
Job Description: About AssetMark AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and business consulting solutions that advisors use to help clients achieve wealth, independence, and purpose. What You’ll Do: The AssetMark Wealth Solutions group manages the comprehensive set of investor services available for independent financial advisors use on the AssetMark platform when constructing comprehensive investment and wealth management proposals for their clients. These services include a curated investment program, advanced planning support, a host of wealth management programs and a robust retirement plan services offer. We are seeking an experienced external sales professional to serve as a Regional Director, Private Wealth & Wealth Solutions. This role is responsible for driving adoption of AssetMark’s Private Wealth offering, along with other Wealth Solutions capabilities, within a defined territory. The position combines business development, relationship management, and consultative sales, working closely with internal sales teams and subject matter specialist...