RIA Business Development Consultant

Job Overview

Join to apply for the RIA Business Development Consultant role at Asset Mark
. The leading provider of investment solutions for independent financial planners.

• Promote the acquisition of new advisor relationships through the engagement of prospective Asset Mark advisors within their respective territories
• Identify individual objectives, circumstances, and needs of the advisor’s business and their client base to assist them in evaluating potential solutions
• Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations
• Educate, advise, and consult prospective advisors on our wealth management platform, investment, practice management, and client relationship offerings
• Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances
• Proactive and continuous outreach to prospective clients through cold calling, utilizing focus lead lists (Salesforce, Discovery Database, Advisors‑in‑motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline to facilitate a handoff to the regional sales team
• Confidently present Asset Mark’s value proposition at advisor‑attended events, utilizing existing presentation resources
• Ability to travel at least 30% of the time within the territory or other field meetings

• Demonstrated time management and organizational skills
• Ability to foster a cohesive and supportive team environment
• Ability to switch focuses and prioritize competing objectives as needed
• Self‑motivated with proven ability to work independently
• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Strong knowledge of SMAs, direct indexing, and tax management services
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

• Bachelor’s degree in a business or finance field
• Experience with RIA operating platforms, including trading and managed account solutions
• 7+ years of experience in the financial services industry
• Experience in Face‑to‑Face Sales
• Active FINRA licenses:
  Series 6, 63, 65, and/or Series 7 and 66 are required

Base Salary range: $120,000–$130,000. Eligible for a comprehensive sales incentive package and 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

At Asset Mark, our mission is to help over ,500 financial advisors make a meaningful difference in their clients’ lives. Our values:
Heart. Client Success. Integrity. Respect. Excellence.

Asset Mark is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where everyone feels valued.

Candidates must be legally authorized to work in the US. No visa sponsorship.

Join a team that sets new standards and creates space for you to thrive and do your best work. Apply today.