Senior Investment Specialist, Investment Solutions

Job Description:

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the Asset Mark platform to provide client‑centric investments and communications to their clients.

We are expanding our platform to include private markets strategies alongside our multi‑asset, SMA, and ETF solutions. We’re seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform’s subject‑matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices:
Charlotte, NC or Concord, CA.

• Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth.
• Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high‑quality interactions, events and occasional in‑person meetings.
• Educate and drive private markets usage via presentations, webinars, meetings, and Asset Mark/industry events.
• Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions that address their specific needs.
• Be a thought leader for private markets on the platform and in the industry – author blogs, appear on third‑party webinars/podcasts, and speak at conferences – to further Asset Mark’s role as a leader in the private markets and wealth space.
• Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages.
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

• Experience:
  
  5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals.
• Technical fluency:
  Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations.
• Communication:
  Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end‑clients.
• Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end‑clients.
• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

• 5+ years of experience in field preferred.
• CFA or CAIA Certification Preferred (or currently enrolled).
• Series 65? Active License.
• Bachelors Degree in Finance, Economics or similar and/or equivalent job experience.

Compensation:
The Base Salary range for this position is between $175,000-$200,000.

This information reflects a base salary range that Asset Mark 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.

Asset Mark’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. Asset Mark’s platform empowers advisors to provide the highest level of service possible to their clients.

Asset Mark’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.

• Flex Time Off or Paid Time/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

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