Senior Investment Specialist, AssetMark Investment Solutions

Responsibilities

• Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth.
• Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings.
• Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events.
• Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions that address their specific needs.
• Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages.
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Requirements

• Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals.
• Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations.
• Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients.
• Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients.

Qualifications

• Knowledge: CFA or CAIA Certification Preferred (or currently enrolled).
• License: Series 65? Active License.
• Education: Bachelors Degree in Finance, Economics or similar and/or equivalent job experience.

Skills

• Exceptional presenter and communicator.
• Ability to simplify complex topics for financial advisors and end-clients.
• Proven ability to build trust with internal sales team, advisors, and end-clients.
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Benefits

The Base Salary range for this position is between $175,000-$200,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Pay

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

Schedule

We are able to consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.