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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in territory growth planning, relationship management, and business development within the financial services industry. Proven ability to achieve sales goals, manage client relationships, and adapt to technological solutions in a competitive environment.
Highest-signal resume keywords
Territory Growth PlanningRelationship ManagementBusiness DevelopmentSales Goal AchievementFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesBusiness DevelopmentAccount ManagementAsset OnboardingTax ManagementDirect IndexesOCIO+ ProgramsPipeline ForecastingClient RetentionMarket Opportunity Analysis
Soft Skills
Organizational SkillsCommunication SkillsInfluencing SkillsProactivityAdaptability
Tools & Technologies
Adhesion PlatformVideo Conferencing ToolsEmail Campaign ToolsCRM Software
Industry Keywords
RIA FirmsFinancial AdvisorsManaged AccountsAsset ManagementClient Needs Assessment
About the role
Key responsibilities & impact- Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships
- Build relationships with RIA firms, branches, and advisors as a trusted partner and resource on the Adhesion platform
- Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding
- Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options
- Lead consultative conversations promoting Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs
- Maintain familiarity with the industry, trends, and solutions enhancing Adhesion's platform and overall offering
- Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs
- Conduct proactive activity, in-territory travel, in-person meetings, video calls, email campaigns, and phone campaigns
- Maintain territory and account plans, pipeline forecasts, and deliver against sales goals
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree in business, finance, or a related field, required
- 7+ years of sales, business development, relationship management, or account management experience working with financial advisors, preferred
- Proven track record of achieving sales and business development results, including generating new business
- Highly driven, growth-oriented, competitive, and proactive, with the urgency and persistence to create opportunities and win new business
- Ability to quickly learn managed account and technological solutions and adapt in a fast-paced environment
- Excellent organizational skills, including the ability to effectively plan, organize, and prioritize tasks
- Strong written and verbal communication skills, including the ability to influence senior stakeholders
- Self-directed, organized, adaptable, and able to prioritize the activities that drive growth
- Travel required, determined by coverage model and experience
- Candidates must be legally authorized to work in the US
- AssetMark is unable to provide visa sponsorship for this position
Benefits
Comp & perks- Competitive sales incentive package
- Competitive benefits
- 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