Regional Director, Private Wealth & Wealth Solutions (External Sales)

About the role

The AssetMark Wealth Solutions group manages the comprehensive set of investor services available for independent financial advisors on the AssetMark platform. This includes a curated investment program, advanced planning support, 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.

Responsibilities

• Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and wealth solutions insights.
• Promote and drive adoption of the Private Wealth program as a primary offering while embracing a consultative approach that also supports the distribution of internally managed investment and wealth solutions available on the platform.
• Support advisors in portfolio construction and wealth strategy, including tax-aware investing and planning for HNW and UHNW clients.
• Collaborate with AssetMark sales teams (Client Solutions Group) to identify, develop, and advance opportunities within existing advisor relationships.
• Develop new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private Wealth and AssetMark Wealth Solutions products and services.
• Own and execute a territory business plan focused on building strong relationships with financial advisors and driving growth across AssetMark Wealth Solutions offerings.
• Maintain an active and well-managed pipeline of opportunities, tracking progress through the sales cycle.
• Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings, delivering presentations in both individual and group settings.
• Work with Wealth Solutions specialists, including Advanced Planning, Client Portfolio Managers (CPMs), and Investment Strategy teams, to deliver integrated solutions tailored to advisor and client needs.
• Provide market feedback on advisor needs, competitive positioning, and product opportunities.

Requirements

• Strong understanding of investment products, including mutual funds, ETFs, SMAs, and private market strategies.
• Ability to communicate complex investment and wealth concepts in a clear and practical manner.
• Experience engaging with financial advisors and supporting high-net-worth client needs.
• Strong relationship management and business development skills.
• Able to manage a territory and prioritize activities effectively.
• Proven presentation skills in both small and large group settings.
• Able to work collaboratively across internal teams and functions.
• Self-starter with strong organizational and time management skills.
• Comfortable working in a fast-paced, client-focused environment.

Qualifications

• 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles within asset or wealth management.
• Experience selling investment solutions to financial advisors required.
• Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred.
• Exposure to high-net-worth or ultra-high-net-worth client segments preferred.
• Bachelor’s degree required; MBA, CFA, CFP, CAIA, or similar professional designation preferred.
• FINRA Series 7 and 66 (or ability to obtain) required.

Skills

• Strong communication skills, particularly in explaining complex investment concepts.
• Ability to build and maintain strong relationships with financial advisors.
• Effective problem-solving and decision-making skills.
• Excellent organizational and time management skills.
• Ability to work independently and as part of a team.

Benefits

This position offers a highly competitive Sales Incentive Plan, as well as a base salary range between $180,000-$200,000. Additional benefits include:

• 401(k) with employer match
• Medical, dental, and vision insurance
• HSA contribution (for HDHP plans only)
• Flexible time off and sick leave
• Volunteer time off
• Career development and recognition programs
• Hybrid work schedule