Business Consultant

Job/What You’ll Do

The Job/What You’ll Do: Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, develop direct business strategies, perform business assessments, make recommendations, and identify solutions. This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas.

Responsibilities

• Business Consulting: Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning)
• Managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice
• Designing, directing, and developing business strategies and solutions to meet client needs, including, but not limited to:
• Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones
• Developing management and supervisory skills for advisors and staff
• Improving work performance and organizational communication
• Increasing team member motivation and morale
• Defining the company’s mission, goals, and objectives
• Achieving customer satisfaction and customer loyalty
• Coaching, guiding, and training employees
• Raising the company’s client base and market segment
• Conducting client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation
• Providing ongoing assessment of client situation and progress, identifying potential issues, and proposing solutions
• Providing appropriate and meaningful advice related to the growth and development of client's business
• Performing and supervising complex research and analysis
• Designing, directing, and drafting client work product, reviewing and approving work product from the consulting team
• Maintaining excellent client relationships and delivering results, ensuring a positive client experience
• Business and Organizational Development: Participating in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives
• Participating in designing and delivering consulting subject matter presentations for educational and marketing purposes
• Participating in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to:
• Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives
• Collaborating with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention
• Managing consulting engagements according to firm standards of practice, including using approved forms, templates, and materials
• Utilizing Salesforce and other technology according to the protocol to report, track, and manage all client engagements, activities, and opportunities
• Leading, managing, or participating in the investigation, assessment, and research for critical initiatives as assigned by management
• Providing training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and support

Knowledge, Skills, and Abilities

• Understanding of business principles, strategies, and solutions
• Intellectual, analytical, and reasoning abilities
• Excellent communication skills, written and verbal
• High level of professionalism
• Aptitude and appetite for technology
• Able to self-direct and manage time and priorities
• Well-developed organizational and program management skills
• Able to see the big picture while maintaining attention to detail
• Able to multitask in a very busy environment with a “can-do” attitude
• Able to work independently and be a team player
• A drive to pursue development at the individual and firm level
• Intermediate to advanced knowledge of Word (advanced preferred)
• Intermediate to advanced knowledge of Excel (advanced preferred)

Education & Experience

• Bachelor’s Degree, with an advanced degree or financial designations, preferred
• 5+ years of business consulting and practice management experience in the financial services industry

Compensation

The base salary range for this position in high-cost-of-living markets (San Francisco Bay Area, New York Metro, and Washington DC Metro areas) is $160,000-175,000. For all other U.S. locations, the base salary range is $130,000-155,000. These ranges reflect the base salary AssetMark reasonably expects to pay for this position, based on factors including job-related knowledge, skills, education, experience, and work location. This position is also eligible for additional variable incentive compensation and a competitive benefits package.

About the Role

This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas.

Qualifications

Understanding of business principles, strategies, and solutions

Skills

• Understanding of business principles, strategies, and solutions
• Intellectual, analytical, and reasoning abilities
• Excellent communication skills, written and verbal
• High level of professionalism
• Aptitude and appetite for technology
• Able to self-direct and manage time and priorities
• Well-developed organizational and program management skills
• Able to see the big picture while maintaining attention to detail
• Able to multitask in a very busy environment with a “can-do” attitude
• Able to work independently and be a team player
• A drive to pursue development at the individual and firm level
• Intermediate to advanced knowledge of Word (advanced preferred)
• Intermediate to advanced knowledge of Excel (advanced preferred)

Benefits

Flex Time or Paid Time Off and Sick Time Off
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule

Pay

The base salary range for this position in high-cost-of-living markets (San Francisco Bay Area, New York Metro, and Washington DC Metro areas) is $160,000-175,000. For all other U.S. locations, the base salary range is $130,000-155,000. These ranges reflect the base salary AssetMark reasonably expects to pay for this position, based on factors including job-related knowledge, skills, education, experience, and work location. This position is also eligible for additional variable incentive compensation and a competitive benefits package.

Schedule

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.