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Business Consultant

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, firm growth, client satisfaction, and value for engaged offices and advisors and must demonstrate knowledge of industry best practices across core business areas.

Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work-product development, and designing, documenting, and implementing resources with and for advisors.

Business Consultants must be able to speak with prospects, facilitate discussions and deliver live and virtual presentations to large and small groups.

Business Consultants may spend up to 30% of their time traveling to client offices, speaking engagements, and professional development seminars.

Responsibilities :

• Responsible for assessing, analyzing, and advising advisor clients on all business / practice management aspects, particularly in business strategy and planning, lead generation, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning)
• Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, and client advice
• Design, direct, and develop 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

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

Knowledge, Skills, and Abilities :

Education & Experience :

Compensation : The base salary range for this position is between $148,000-$175,000. 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. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer :

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.