Business Development Officer - Financial Institutions

October 22

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000

💰 Venture Round on 2016-12

Description

• The Business Development Officer, Financial Institutions is an external sales leadership role designed to cultivate business through the discovery and acquisition of new Financial Institutions to the AssetMark platform. • The BDO will be primarily responsible for building relationships at the executive and C-Suite of Financial Institutions to drive enterprise adoption of AssetMark. • Additionally, this role will collaborate on opportunities alongside key business development leaders at Cheetah Trust Accounting to source existing clients and onboard new relationships. • Accountable for the acquisition of new Financial Institution relationships through the deep engagement of executives and C-Suite leaders of the Bank & Trust channel. • Drive and grow client engagement activities for focus institutions. • Develop a strategic plan for institutional firms and their affiliated advisors to actively engage in the AssetMark platform and our affiliates.

Requirements

• BA or BS (4-year degree) • FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 • Experience in exclusively business development roles preferred • Extensive experience working with Financial Institutions within the Bank and Trust Channel preferred • Experience selling managed money platforms • Prior Salesforce.com experience • 10+ years of experience in the financial services industry

Benefits

• 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