Business Consultant, Business Analyst

Job Overview

Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to Asset Mark advisors and partner relationships. Asset Mark Business Consultants work closely with the Asset Mark sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, develop direct business strategies, perform business assessments, make recommendations, and identify solutions. This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas.

Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work‑product development, and designing, documenting, and implementing resources with and for advisors. Business Consultants must be able to speak with prospects, facilitate discussions, and deliver live and virtual presentations to large and small groups. Business Consultants may spend up to 50% of their time traveling to client offices, speaking engagements, and professional development seminars.

• Assess, analyze, and advise advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
• Manage client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice.
• Design, direct, and develop business strategies and solutions to meet client needs, including consulting, advising, and creating programs to fill the gaps between actual situations and desired ones.
• Develop management and supervisory skills for advisors and staff.
• Improve work performance and organizational communication.
• Increase team member motivation and morale.
• Define the company’s mission, goals, and objectives.
• Achieve customer satisfaction and customer loyalty.
• Coach, guide, and train employees.
• Raise the company’s client base and market segment.
• Conduct client on‑site meetings, telephone conferences, and webinars according to Engagement Standards documentation.
• Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions.
• Provide appropriate and meaningful advice related to the growth and development of client’s business.
• Provide succession planning and M&A support, conduct due diligence, and source potential deals.
• Perform and supervise complex research and analysis.
• Design, direct, and draft client work product; review and approve work product from the consulting team.
• Maintain excellent client relationships and deliver results, ensuring a positive client experience.
• Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives.
• Participate in designing and delivering consulting subject‑matter presentations for educational and marketing purposes.
• Participate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including speaking at Asset Mark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives.
• Collaborate with the Asset Mark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.
• Manage consulting engagements according to firm standards of practice, including using approved forms, templates, and materials.
• Utilize Salesforce and other technology according to protocol to report, track and manage all client engagements, activities, and opportunities.
• Lead, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management.
• Participate in and…