Generate and run financial reports for the sales team Maintenance and administration tasks within Salesforce.com Order marketing materials for advisors, prospective advisors, and sales team Work through call campaigns to fill conferences, webinars, and regional events when needed Work collaboratively with other departments in order to complete assigned tasks Provide back

for this role include, but are not limited to Develop and implement an actionable go to market strategy that consistently meets sales, client retention and revenue goals Develop and lead a sales team charged with driving new advisor adoption and increasing existing advisor share of wallet through proactive outreach and consultative selling to meet or exceed annual producti

This position will undertake specified tasks, performing some or all of the following Serve as the Lead Salesforce QA person that will set the QA standards across all teams Partner with product owners and business stakeholders to understand business requirements and translate them into comprehensive test plans Own the responsibility for the development and implementation

Educate, advise, and consult with advisors, acting as a subject matter expert on our retirement offerings including 401(k), Pooled Employer Plan, 403(b), 457 plans Promote growth in sales production with the existing advisor base by proactively calling advisors to identify advisor needs and opportunities Cultivate an ongoing consultative relationship with top advisors and

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init

Work with leaders across AssetMark to help define and execute upon the next generation of wealth management services and capabilities Lead research, planning, development activities that help drive the assessment of new and enhanced platform offerings including UMA, Rep As Strategist, Rep As PM, Tax Management Services, Direct Indexing, Unified Managed Household, Annuitie