Large

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.   

Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets.

With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Finance

AssetMark

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices

You must be detail-oriented with strong communication and analytical skills. Proficient in Excel and PowerPoint, Salesforce experience is a plus. A relevant degree and 2+ years in sales operations are required.

You will manage daily requests, execute sales processes, enhance Salesforce dashboards, provide performance reporting, support strategic initiatives, drive tool adoption, and assist with ad hoc projects.

Sales & Business Development

Business, Operations & Strategy

Phoenix

<div><div>Job Description:</div><div>
The Job/What You'll Do:</div><div></div><div>
The Sales Operations Specialist, Advisor Sales will support AssetMark&rsquo;s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administration. Success in this role requires exceptional multitasking and organizational skills, along with excellent communication and attention to detail. The ideal candidate thrives in a dynamic, fast-paced environment and demonstrates the ability to effectively manage competing priorities.</div><div></div><div>
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ, Chicago, IL, or Concord, CA.</div><div></div><div>
Responsibilities:</div><ul><li>
Support the daily workflow of requests received by Sales Operations from teams such as Advisor Sales, Business Consulting, AMRS, and Investment Consulting</li><li>
Execute annual Sales Operations processes such as goal setting, book and advisor segmentation, territory optimization, and other recurring processes</li><li>
Work with sales managers and team leads to implement best practices in opportunity, funnel, and pipeline management, ensuring accurate sales forecasting</li><li>
Nurture, groom, and enhance dashboards in Salesforce and CRM Analytics, delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement</li><li>
Create and deliver performance reporting using tools such as Salesforce and Power BI to illustrate performance against sales objectives for sales teams, sales management, and leadership</li><li>
Provide dashboard and reporting support of AssetMark&rsquo;s strategic growth initiatives (examples include but are not limited to First Year Success, mergers &amp; acquisitions, and Tax Management Services)</li><li>
Promote and drive the adoption of new Salesforce tools and workflow processes throughout the organization</li><li>
Work alongside Sales Operations technology and the CRM development team to continually enhance the Salesforce user experience</li><li>
Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization</li><li>
Execute ad hoc projects and assignments as needed to support Sales Operations leadership and Advisor Sales teams</li></ul><div></div><div>
Knowledge, Skills, and Abilities:</div><ul><li>
Must be highly detail-oriented, meticulous, and self-directed.</li><li>
Excellent oral and written communication skills.</li><li>
Strong quantitative and qualitative analytical abilities.</li><li>
Excellent system skills, including Excel and PowerPoint, are required.</li><li>
Ability to perform Salesforce.com &ldquo;Power User&rdquo; functions is a plus.</li></ul><div></div><div>
Education &amp; Experience:</div><ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, Business, Marketing or related degree</li><li>
2+ years of experience in sales support, sales operations, reporting, and/or sales campaign administration</li><li>
Experience in financial services and/or the wealth management industry is a plus</li></ul><div></div><div><i>
Compensation: The Base Salary range for this position is between $60,000-$70,000.</i></div><div></div><div><i><br>
This information reflects a base salary range that AssetMark 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 additional variable incentive compensation and competitive benefits.</i></div><div></div><div><i>
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.</i></div><div></div><div>
#LI-CR1</div><div>
#LI-hybrid</div><div></div><div>
Who We Are &amp; What We Offer:</div><div>
AssetMark&rsquo;s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors&rsquo; businesses are running at their best and a comprehensive suite of investment solutions. AssetMark&rsquo;s platform empowers advisors to provide the highest level of service possible to their clients.</div><div></div><div>
AssetMark&rsquo;s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.</div><div></div><ul><li>
Flex Time Off or Paid Time/Sick Time Off</li><li>
401K &ndash; 6% Employer Match</li><li>
Medical, Dental, Vision &ndash; HDHP or PPO</li><li>
HSA &ndash; Employer contribution (HDHP only)</li><li>
Volunteer Time Off</li><li>
Career Development / Recognition</li><li>
Fitness Reimbursement</li><li>
Hybrid Work Schedule</li></ul><div></div><div>
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.</div></div><div></div>

Job Description:
The Job/What You'll Do:
The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administration. Success in this role requires exceptional multitasking and organizational skills, along with excellent communication and attention to detail. The ideal candidate thrives in a dynamic, fast-paced environment and demonstrates the ability to effectively manage competing priorities.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ, Chicago, IL, or Concord, CA.
Responsibilities:
Support the daily workflow of requests received by Sales Operations from teams such as Advisor Sales, Business Consulting, AMRS, and Investment Consulting
Execute annual Sales Operations processes such as goal setting, book and advisor segmentation, territory optimization, and other recurring processes
Work with sales managers and team leads to implement best practices in opportunity, funnel, and pipeline management, ensuring accurate sales forecasting
Nurture, groom, and enhance dashboards in Salesforce and CRM Analytics, delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement
Create and deliver performance reporting using tools such as Salesforce and Power BI to illustrate performance against sales objectives for sales teams, sales management, and leadership
Provide dashboard and reporting support of AssetMark’s strategic growth initiatives (examples include but are not limited to First Year Success, mergers & acquisitions, and Tax Management Services)
Promote and drive the adoption of new Salesforce tools and workflow processes throughout the organization
Work alongside Sales Operations technology and the CRM development team to continually enhance the Salesforce user experience
Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization
Execute ad hoc projects and assignments as needed to support Sales Operations leadership and Advisor Sales teams
Knowledge, Skills, and Abilities:
Must be highly detail-oriented, meticulous, and self-directed.
Excellent oral and written communication skills.
Strong quantitative and qualitative analytical abilities.
Excellent system skills, including Excel and PowerPoint, are required.
Ability to perform Salesforce.com “Power User” functions is a plus.
Education & Experience:
Bachelor’s degree in Accounting, Finance, Business, Marketing or related degree
2+ years of experience in sales support, sales operations, reporting, and/or sales campaign administration
Experience in financial services and/or the wealth management industry is a plus
Compensation: The Base Salary range for this position is between $60,000-$70,000.
This information reflects a base salary range that AssetMark 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 additional variable incentive compensation 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:
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
Flex Time Off or Paid Time/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
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark

Mission