Senior Investment Consultant – Private Markets

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Collaborate with AssetMark sales teams to create and implement territory strategies that enhance awareness, adoption, production, and net flows for private market solutions.

• Establish and strengthen relationships with independent financial advisors and RIAs through outreach, consultations, events, and face-to-face interactions.

• Provide guidance to financial professionals on integrating private market strategies into their practices.

• Educate advisors and internal partners via presentations, webinars, meetings, and industry events.

• Act as a subject-matter expert on private assets, simplifying complex investment concepts into practical insights.

• Gain a comprehensive understanding of AssetMark’s private market offerings and their significance in portfolio construction and wealth management.

• Create advisor-facing materials, messaging, and educational resources in collaboration with internal stakeholders.

• Represent AssetMark as a thought leader in private markets through articles, webinars, podcasts, conferences, and industry forums.

• Utilize CRM tools and sales data to oversee territory activities, spot opportunities, track engagement, and enhance sales strategies.

• Keep track of private market trends, competitive offerings, advisor needs, and industry dynamics.

⛳️ Requirements

• In-depth knowledge of private credit, private equity, private real estate, infrastructure, and alternative investment strategies.

• Familiarity with interval funds and evergreen/private market structures.

• Proven success in alternatives/private markets distribution, investment consulting, wholesaling, or similar advisor-facing financial services.

• Track record of driving product adoption, influencing investment decisions, developing territories, and meeting production or sales targets.

• Solid understanding of portfolio construction and private assets, including liquidity, risk, suitability, and taxation.

• Outstanding presentation, written, and verbal communication abilities.

• High emotional intelligence with the capability to establish credibility, cultivate trust, and influence stakeholders.

• Confidence in representing AssetMark to sophisticated advisors, clients, and industry audiences.

• Willingness and ability to travel extensively within the assigned territory.

• Proficient in CRM platforms and Microsoft Office.

• Over 5 years of experience in alternatives/private markets distribution, investment consulting, wholesaling, or related financial services preferred.

• Experience working with RIAs, independent financial advisors, or wealth management intermediaries is highly preferred.

• Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent professional experience.

• CFA or CAIA designation preferred; candidates pursuing a designation may be considered.

• Required securities license(s) or the ability to obtain them within the stipulated timeframe.

• Must be legally authorized to work in the US.

• No visa sponsorship will be provided.

🏝️ Benefits

• Sales Incentive Plan.

• Competitive benefits package.

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

• 401K with a 6% Employer Match.

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

• HSA with Employer contribution (HDHP only).

• Volunteer Time Off.

• Opportunities for Career Development and Recognition.

• Fitness Reimbursement.