FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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. Proficient in leveraging technology solutions and consultative selling to enhance client engagement and drive sales results.
Highest-signal resume keywords
Sales And Business DevelopmentRelationship ManagementConsultative SellingFinancial Advisory KnowledgeOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentSales ForecastingAsset OnboardingTax ManagementDirect IndexesOCIO+ ProgramsManaged Account Solutions
Soft Skills
Strong Communication SkillsProactive AttitudeAdaptabilitySelf-Directed
Tools & Technologies
Adhesion PlatformVideo Conferencing ToolsEmail Campaigns
Industry Keywords
RIA FirmsFinancial AdvisorsMarket OpportunityClient RetentionGrowth-Oriented
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, serving as a trusted partner and knowledgeable 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 that enhance Adhesion's platform and offering to advisors
- Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs
- Spend 50% plus of activity proactively, with 50% plus in-territory travel, in-person meetings, and electronic client interfaces including video calls, email campaigns, and phone campaigns
- Forecast results, maintain a forward-looking pipeline, and deliver against sales goals
- Perform other duties as assigned
Requirements
What you’ll need- 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
- 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
- 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
Benefits
Comp & perks- Competitive sales incentive package
- 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