RIA Business Development Consultant

RIA Business Development Consultant page is loaded## RIA Business Development Consultant remote type:
Fully Remote locations:
Charlotte, NC:
Remote time type:
Full time posted on:
Posted 2 Days Agojob requisition :
Req-003544##
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* Job Description:

**** The Job/What You'll Do:
** As an RIA Business Development Consultant at Asset Mark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at Asset Mark by successfully creating and managing business partnering relationships with new RIA advisors to the Asset Mark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts.

This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship.
** Responsibilities:
*** 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
** Knowledge, Skills, and Abilities:
*** 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)
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* Education & Experience:

*** 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, and 65, and/or Series 7 and 66 are required
* Compensation:
The Base Salary range for this position is between $120,000-$130,000.
** 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 a comprehensive sales incentive package 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.*#LI-CR1#LI-hybrid
** Who We Are &

What We Offer:

** We are Asset Mark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At Asset Mark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space…