Note: The job is a remote job and is open to candidates in USA. AssetMark is a financial services company dedicated to helping advisors make a meaningful difference in their clients' lives. The Business Consultant role involves delivering comprehensive business consulting and practice management advice to AssetMark advisors, focusing on improving business performance and client satisfaction through strategic assessments and solutions.
Responsibilities
- 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 management and supervisory skills for advisors and staff
- Improving work performance and organizational communication
- Increasing team member motivation and morale
- Defining the company’s mission, goals, and objectives
- Achieving customer satisfaction and customer loyalty
- Coaching, guiding, and training employees
- Raising 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, but not limited to:
- Speaking at AssetMark 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 AssetMark 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 the 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 support full and purposeful integration with and support the AssetMark Sales Team
- Provide training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and support
- Consultants may be required to travel as much as 50% of the time, depending on business and client needs
Skills
- Bachelor's Degree, with an advanced degree or financial designations, preferred
- 5+ years of business consulting and practice management experience in the financial services industry
- Understanding of business principles, strategies, and solutions
- Intellectual, analytical, and reasoning abilities
- Excellent communication skills, written and verbal
- High level of professionalism
- Aptitude and appetite for technology
- Ability to self-direct and manage time and priorities
- Well-developed organizational and program management skills
- Ability to see the big picture while maintaining attention to detail
- Ability to multitask in a very busy environment with a 'can-do' attitude
- Ability to work independently and be a team player
- A drive to pursue development at the individual and firm level
- Ability to travel and work overtime as needed
- Intermediate to advanced knowledge of Word (advanced preferred)
- Intermediate to advanced knowledge of Excel (advanced preferred)
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Company Overview