Senior Investment Specialist, AssetMark Investment Solutions

Responsibilities

• 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 AssetMark/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 AssetMark'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.
• Knowledge, Skills, Abilities:
• 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.
• Education & Experience:
• 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
• undefined
• Compensation: The Base Salary range for this position is between $175,000-$200,000.
• Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
• #LI-hybrid
• #LI-JM1
• Who We Are & What We Offer:
• Our Mission
• Our Values
• Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
• We believe in:
• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic

Benefits

Additional Information

Job Description: Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark 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 on the west coast 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 our Concord, CA office.

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