Support the consultative process for the Wealth Management platform and service offerings by partnering with a Regional Consultant(s) (external wholesaler). Partnerships are determined by the amount of AUM and the number of advisors of the Regional Consultant. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportu

Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve products and sales materials and collateral Other duties as assigned Knowledge, Skills, and Abilities Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insu

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Efficient and timely execution of all platform activity in equities, fixed income and mutual funds Develop and execute pre and post trade analytics Conduct research and analysis on various securities to assess their liquidity, trading volumes, and execution risks. Evaluate counterparty performance relative to firm benchmarks Ownership and understanding of order routing an

Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory Identify individual objectives, circumstances, and needs of the advisor's business, and their client base, and work with the advisor to evaluate potential solutions Influence, persuade, and educate advisors on the key benefits of