Business Development Specialist

Job Description:

The Job/What You’ll Do:

AssetMark is seeking ambitious, results-driven sales professionals to join our Business Development organization as a Business Development Specialist (BDS). This role is built for individuals who want more than a traditional prospecting position - it combines meaningful sales responsibility, broad exposure across the organization, and a structured path to develop toward future sales opportunities.

Each BDS will support Business Development Consultants across an assigned region and will help create new advisor engagement through outbound prospecting, meeting generation, and event outreach. Because the role partners with multiple sales teams, successful BDSs will gain visibility into how territories are managed, how advisor opportunities develop, and how experienced sales professionals move conversations forward.

The BDS role offers a rare combination of immediate contribution and long-term development. You will work alongside experienced sales professionals, gain exposure to multiple territories and selling styles, build relationships across the organization, and create a visible record of performance. For someone who wants to prove what they can do and prepare for the next step in sales, this role is designed to provide that opportunity.

The BDS role is designed to give high performers the opportunity to build a measurable sales track record while learning directly from BDCs, Regional Consultants, and sales leaders across AssetMark.

The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

Compensation: The Base Salary range for this position is between $50,000-$60,000.

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.

Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $60,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Phoenix, AZ.

Responsibilities:

Own high-volume outbound prospecting to financial advisors across an assigned region

Execute targeted campaigns and identify advisor needs, catalysts, and potential business opportunities

Schedule qualified meetings for BDCs and drive advisor participation in AssetMark events

Conduct timely follow-up and capture meaningful advisor intelligence in Salesforce

Partner with BDCs on target prioritization, messaging, and territory-specific prospecting strategy

Participate in selected regional and Ensemble Team meetings and observe advisor sales conversations

Learn how opportunities progress from first contact through discovery, deeper engagement, and handoff

Development is a core expectation of the role. BDSs will receive structured coaching and practical experience in:

Cold calling, prospecting strategy and objection handling

Advisor profiles, discovery and business needs identification

AssetMark positioning, investment capabilities and platform solutions

Salesforce, pipeline discipline and territory management

Advisor meeting preparation, follow-up and opportunity development

As proficiency increases, BDSs will gain greater exposure to live sales situations and increased responsibility

Knowledge, Skills, and Abilities:

Strong verbal communication skills, including the ability to initiate conversations with prospective clients

Energized by outbound prospecting, follow-up, and working toward activity and meeting goals

Resilient and persistent when facing rejection, with accountability for results

Curious and coachable, with the ability to apply feedback quickly

Organized and detail-oriented, with the ability to manage outreach and accurately document activity

Able to build productive relationships with advisors, BDCs, and internal partners

Interest in learning about financial services, financial advisors, and AssetMark’s solutions

What Success Looks Like:

Consistent outbound activity and disciplined prospecting execution

Meaningful advisor conversations, qualified meetings held, and event attendance generated

Strong partnership with BDCs and regional sales teams

Accurate Salesforce activity, follow-up, and handoffs

Continued growth in discovery, objection handling, business knowledge, and sales readiness

Education & Experience:

Previous sales, business development, or financial services experience is preferred

Demonstrated drive, sales potential, and coachability are also valued

Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

Unyielding Integrity, doing what’s right, always. Even when it’s hard.

Collective Respect, in being authentic, inclusive and valuing all voices while winning together.

Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

Flex Time or Paid Time Off and 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.