Regional Strategic Relationship Manager

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Take ownership of and implement a growth strategy tailored to each firm's business portfolio, market potential, and opportunities for new partnerships.

• Cultivate relationships with RIA firms, branches, and advisors, positioning yourself as a trusted partner and resource on the Adhesion platform.

• Generate and pursue new business prospects by identifying key decision-makers, fostering relationships, and facilitating opportunities through asset onboarding.

• Spot and secure opportunities to enhance wallet share through external assets, increased platform utilization, and additional outsourcing services.

• Lead consultative discussions highlighting the value-added services of Adhesion, which include tax management, tax transition, AssetMark’s Direct Indexes, platform enhancements, and OCIO+ programs.

• Stay well-informed about industry trends and solutions that enhance Adhesion's platform and overall offerings.

• Safeguard and expand the existing business portfolio by identifying retention challenges, reinforcing relationships, and remaining attuned to client requirements.

• Engage in proactive activities, including in-territory travel, face-to-face meetings, video conferences, email outreach, and phone campaigns.

• Maintain territory and account strategy, pipeline forecasts, and meet sales objectives.

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree in business, finance, or a related discipline is required.

• A minimum of 7 years of experience in sales, business development, relationship management, or account management with financial advisors is preferred.

• A demonstrated history of achieving sales and business development objectives, including acquiring new business.

• Highly motivated, growth-focused, competitive, and proactive, with the urgency and determination to create opportunities and secure new business.

• Capability to swiftly learn managed account and technological solutions and adapt in a dynamic environment.

• Exceptional organizational skills, including the capacity to effectively plan, organize, and prioritize tasks.

• Strong written and verbal communication abilities, including the capacity to influence senior stakeholders.

• Self-motivated, organized, adaptable, and capable of prioritizing activities that drive growth.

• Travel is required, based on the coverage model and individual experience.

• Candidates must be legally authorized to work in the United States.

• AssetMark cannot offer visa sponsorship for this role.

🏝️ Benefits

• Competitive sales incentive package.

• Comprehensive benefits package.

• Options for Flex Time or Paid Time Off and Sick Time Off.

• 401K with a 6% employer match.

• Medical, Dental, and Vision options – HDHP or PPO.

• HSA with employer contributions (for HDHP only).

• Volunteer Time Off.

• Opportunities for Career Development and Recognition.

• Fitness Reimbursement.

• Hybrid Work Schedule.