AssetMark

Financial Services

BusinessConsultant

$160–175k California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Business Consultant at AssetMark. Skills: Business consulting, Practice management, Client engagement, Business strategy. Assess advisor clients. Analyze advisor clients”

What You'll Achieve.

Improve business performance; Improve client satisfaction; Improve value for offices; Improve value for advisors; Drive client awareness; Deepen partnerships; Develop direct business strategies; Perform business assessments; Make recommendations; Identify solutions; Achieve customer satisfaction; Achieve customer loyalty; Raise client base; Raise market segment; Improve work performance; Improve organizational communication; Increase team motivation; Increase team morale; Improve client loyalty; Drive AUM growth; Improve asset retention

Industry & Context.

Financial Services
Problems you'll solve

Analytical; Reasoning

Eligibility Requirements

Up to 50% travel, Work overtime as needed

What They're Looking For.

Must Have

5+ years business consulting experience, 5+ years practice management experience, Bachelor's Degree

Nice to Have

Advanced degree preferred, Financial designations preferred

What You'll Do.

Assess advisor clients

Analyze advisor clients

Advise advisor clients

Manage client engagements

Coordinate with consulting team

Design business strategies

Direct business strategies

Develop business strategies

Develop management skills

Develop supervisory skills

Improve work performance

Improve organizational communication

Increase team motivation

Define company mission

Define company objectives

Achieve customer satisfaction

Achieve customer loyalty

Conduct client meetings

Conduct telephone conferences

Assess client situation

Assess client progress

Identify potential issues

Support succession planning

Conduct due diligence

Source potential deals

Design client work product

Direct client work product

Draft client work product

Maintain client relationships

Ensure positive client experience

Participate in marketing campaigns

Participate in designing presentations

Participate in delivering presentations

Participate in organizational development

Participate in business development

Support revenue growth

Support business development

Conduct group coaching

Work with consulting groups

Work on critical projects

Support business development objectives

Collaborate with sales team

Deepen advisor relationships

Improve client loyalty

Improve asset retention

Manage consulting engagements

Use approved templates

Use approved materials

Report client engagements

Track client engagements

Manage client engagements

Report client activities

Track client activities

Manage client activities

Report client opportunities

Track client opportunities

Manage client opportunities

Manage investigations

Participate in investigations

Participate in assessments

Participate in research

Support AssetMark Sales Team

How You'll Work.

Team & Collaboration

Sales team; Consulting team; Cross-functional teams

Communication Scope

Written communication; Verbal communication; Presentations; Speaking engagements

Process & Methodology

Project management, Program management

Full Job Description

## **Job Description:** **The Job/What You’ll Do:** Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark 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. **Responsibilities:** Business Consulting: * Responsible for assessing, analyzing, and advising 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) * Responsible for managing 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, but not limited to: * Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones * Developing mana

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