AssetMark
Financial Services
BusinessConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
Analytical; Reasoning
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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