Gold Relationship Manager

AssetMark

. Manage a set number of Gold Advisor relationships, providing personalized service and proactive training and communications on new platform initiatives .

Posted 9/21/2026full-timeUnited StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships within the Financial Services industry, focusing on personalized service, process improvement, and effective communication. Holds relevant securities licenses and possesses a strong understanding of investment products and services.

Highest-signal resume keywords

Financial Services Industry ExperienceSIE CertificationSeries 6 Or 7 Securities LicenseOutstanding Customer FocusStrong Written And Oral Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment Products KnowledgeProcess ImprovementDecision-Making SkillsTime ManagementCustomer Relationship Management

Soft Skills

Emotional ConnectionAdaptabilityIntegrity And EthicsSense Of UrgencyDetail Oriented

Tools & Technologies

Call Center ExperienceService Center Experience

Certifications & Qualifications

SIESeries 6Series 7

Industry Keywords

Gold Advisor RelationshipsSales ConsultantsCustodiansCorporate Policy ChangesCustomer Experience Group

About the role

Key responsibilities & impact

Manage a set number of Gold Advisor relationships, providing personalized service and proactive training and communications on new platform initiatives
Partner with Gold Service Specialist, Gold New Business, and Gold Operations peers to serve Gold offices
Manage service relationships between outside Sales Consultants, internal Sales Consultants, and assigned Advisors
Travel occasionally to Advisor offices for onsite meetings and relationship-building initiatives
Monitor outstanding trading exception issues and work with Custodians to resolve them
Evaluate day-to-day activities for process improvement opportunities, communicate outages, offer solutions, and make improvements
Participate in departmental process improvement initiatives and assigned duties
Report AssetMark deficits to the Customer Experience Group and communicate progress to Advisors until resolution
Provide Advisors feedback regarding implemented corporate policy and procedure changes

Requirements

What you’ll need

Bachelor's degree or equivalent experience required
Minimum of 2+ years Financial Services industry experience required
SIE
Series 6 or 7 securities license
Outstanding Customer Focus
Acts with a sense of urgency when appropriate
Demonstrates success at Emotional Connection with Gold Advisors
Strong written and oral communication skills; detail oriented
Intermediate level working knowledge of investment products and services
Uses sound judgment and exercises strong decision-making skills
Shows a high level of integrity and ethics
Adaptable to change
Strong time management skills
Has a passion for self-improvement
Call Center /Service Center experience
Must be legally authorized to work in the US; no visa sponsorship available

Benefits

Comp & perks

Variable incentive compensation
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule